Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Internship
Timeline
Generic

Shalini Iyyappan

Karur

Summary

Dynamic finance professional with two years of experience in NRI relationship management, seeking a position at the intersection of finance and marketing. Adept at leveraging analytical skills, financial acumen. Proven ability to establish and maintain excellent communication and relationships with clients.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Relationship Manager

IDFC First Bank
06.2024 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

NRI Relationship Manager

ICICI Bank
05.2022 - Current
  • Established and nurtured relationships with non-resident Indian clients, providing comprehensive financial advisory services
  • Conducted in-depth financial analysis to understand clients’ needs and goals, delivering tailored financial solutions
  • Facilitated funding related assistance, guiding clients through various funding opportunities and strategies
  • Led marketing initiatives to promote financial products and services, resulting in 20% expansion of NRI consumer segment
  • New customers were successfully attracted through targeted marketing efforts and personalized budgets
  • Provided expertise in income tax matters, assisting clients with tax planning, compliance and managing tax exemptions
  • Facilitated overseas customer support during delays, ensuring seamless communication and immediate response to customer inquiries
  • Digital communication systems were implemented, which improved customer satisfaction by 15%
  • Proficient in Forex transactions, including the management of travel cards and processing inward and outward remittances
  • 24 hours customer support for international customers is well maintained, ensuring smooth communication and prompt response to customer inquiries
  • Key Achievements: Played a key role in increasing the NRI client portfolio by 20% through effective relationship building and personalized financial planning
  • Executed targeted marketing campaigns, resulting in a 25% increase in product uptake
  • Attracted new clients to the bank, showcasing a proven ability to expand the customer base.

IT Marketing and Sales Intern

Shine Projects
05.2021 - 06.2021
  • Collaborated with IT teams to analyze project budgets, forecast costs, and ensure financial viability
  • Supported financial modeling and IT industry analysis, providing insights for decision-making
  • Contributed to the development and maintenance of financial reporting systems
  • Worked closely with marketing and sales departments to align budgets with business objectives
  • Participated in budget meetings, helped develop comprehensive budgets
  • Helped implement cost-cutting strategies, resulting in a 15% reduction in IT project costs
  • Contributed to improving financial reporting accuracy by integrating automated tools
  • Key Achievements: Implemented cost-saving measures resulting in a 15% reduction in IT project expenses
  • Coordinated with marketing teams to analyze campaign budgets and assess the financial impact of marketing strategies
  • Assisted in improving financial reporting accuracy by integrating automated tools.

Education

Master of Business Administration in Marketing and Finance -

M. Kumaraswamy College of Engineering
04.2022

Bachelor of Commerce - undefined

Sree Amman Arts and Science College
04.2020

Skills

  • Financial Analysis
  • Business Analysis
  • Investment Advisory
  • Digital Engagement
  • Financial Modeling
  • Microsoft Excel
  • HTML & CSS Basic
  • Microsoft Power BI
  • Tableau
  • Salesforce CRM

Certification

  • 05/01/21, Mutual Fund Certification, Shine project
  • 05/01/21, Financial Market, Shine Project

Languages

English
Tamil

Internship

05/01/21, 06/01/21, IT Marketing and Sales Intern, Shine Projects, Hyderabad, Collaborated with IT teams to analyze project budgets, forecast costs, and ensure financial viability., Supported financial modeling and IT industry analysis, providing insights for decision-making., Contributed to the development and maintenance of financial reporting systems., Worked closely with marketing and sales departments to align budgets with business objectives., Participated in budget meetings, helped develop comprehensive budgets., Helped implement cost-cutting strategies, resulting in a 15% reduction in IT project costs., Contributed to improving financial reporting accuracy by integrating automated tools., Implemented cost-saving measures resulting in a 15% reduction in IT project expenses., Coordinated with marketing teams to analyze campaign budgets and assess the financial impact of marketing strategies., Assisted in improving financial reporting accuracy by integrating automated tools.

Timeline

Relationship Manager

IDFC First Bank
06.2024 - Current

NRI Relationship Manager

ICICI Bank
05.2022 - Current

IT Marketing and Sales Intern

Shine Projects
05.2021 - 06.2021

Master of Business Administration in Marketing and Finance -

M. Kumaraswamy College of Engineering

Bachelor of Commerce - undefined

Sree Amman Arts and Science College

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Shalini Iyyappan