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Sneha vm, Relationship Manager

Sneha vm

Relationship Manager·ESAF SMALL FINANCE BANK

Bahrain

Master's degree, Finance and Marketing

Work experience

Total years of experience: 1 years, 11 months

Relationship Manager

January 2025 - December 2025

ESAF SMALL FINANCE BANK

Kerala, India

January 2025 - December 2025

Managing High NetWorth customer portfolio.
Ensure smooth onboarding and service delivery for HNI clients.
Strong in deposit mobilization and cross-selling.
Ensured superior customer service, lead generation, and conversion.
Focused on customer satisfaction and business growth.
Conduct regular portfolio reviews and provide personalized financial
solutions.
Handle customer queries, grievances, and ensure quick resolution.
Support branch business growth and compliance.
Company industry:
Banking
Job role:
Accounting and Auditing

Business Development Officer

June 2024 - December 2024

ESAF SMALL FINANCE BANK

Kerala, India

June 2024 - December 2024

New Client Accqusition
Branch Operations
Customer Relationship Management
Rural Marketing
Supported teller operations as backup staff
Ensured accuracy in cash handling and entries
Managed cheque clearances and account updates
Company industry:
Banking
Job role:
Administration

Intern

April 2024 - June 2024

CATERPILLAR ENGINEERING SOLUTIONS PRIVATE LTD,

Karnal, India

April 2024 - June 2024

Worked in ITP team of Department.
Assisted with invoice tracking, dataentry, and resolving payment issues.
Supported the finance team in handling vendor invoices and documentation.
Helped maintain records and update invoice status in the system.
Company industry:
Manufacturing
Job role:
Accounting and Auditing

Intern in Customer Service Department

August 2023 - September 2023

IFB SERVICE CENTER, KOONATHARA OTTAPALAM

Kerala, India

August 2023 - September 2023

Handled customer queries and service requests
Assisting in customer service and complaint handling.
Scheduled service appointments and follow-ups
Assisted in spare parts management and inventory
Company industry:
Installation & Technical Services
Job role:
Customer Service and Call Center

Education

Santhigiri Institute Of Management | Mahathma Gandhi University

January 2024

January 2024

Master's degree, Finance and Marketing

India

Calicut University

January 2022

January 2022

Bachelor's degree, Human Resource Management

India

Govt Higher Secondary School

January 2019

January 2019

High school or equivalent, Highschool studies

India

Skills

Microsoft Excel
Expert
Microsoft Excel
Expert
Marketing
Expert
Marketing
Expert
Accounting
Intermediate
Accounting
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
ADAPTABILITY
Intermediate
ADAPTABILITY
Intermediate
COMMUNICATIONS
Intermediate
COMMUNICATIONS
Intermediate
LISTENING SKILLS
Intermediate
LISTENING SKILLS
Intermediate
MANAGEMENT
Intermediate
MANAGEMENT
Intermediate
OFFICE MANAGEMENT
Intermediate
OFFICE MANAGEMENT
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
PROJECT MANAGEMENT
Intermediate
PROJECT MANAGEMENT
Intermediate
PUBLIC RELATIONS
Intermediate
PUBLIC RELATIONS
Intermediate
QUICK LEARNING
Intermediate
QUICK LEARNING
Intermediate
Internal Controls
Intermediate
Internal Controls
Intermediate
Interpersonal Skills
Expert
Interpersonal Skills
Expert
Business Analysis
Expert
Business Analysis
Expert
Data Analysis
Expert
Data Analysis
Expert
SAP
Beginner
SAP
Beginner
Sales
Expert
Sales
Expert
Business Development
Expert
Business Development
Expert
Finance
Expert
Finance
Expert
Customer Service
Expert
Customer Service
Expert
Microsoft Office
Expert
Microsoft Office
Expert
Administration
Expert
Administration
Expert

Languages

English
Expert
Malayalam
Native Speaker
Hindi
Intermediate
Tamil
Expert

Training and Certifications

Certifications
Tally Gulf VAT
Account Zone
Dec 2025
Tally Level 2
Account Zone
Dec 2025
Microsoft PowerPoint
santhigiri Institute of Management
May 2024
Microsoft Word
santhigiri Institute of Management
May 2024
Administrative Assessment
Learntube
Jun 2026
Microsoft Excel
Account Zone
Dec 2025

Hobbies

  • Crafts
  • Painting
  • Reading Books