RAJESH BALAN
Muscat,MA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Relationship Manager
Sohar International Bank (Wide BPO Plus LLC)
11.2013 - Current
- Worked closely with Wholesale and Retail departments, SME, Trade Finance, Transaction banking, Treasury and Liabilities Team to facilitate communication and deliver personalized solutions to customers.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
Senior Business Analyst
Protocolz Tech
07.2011 - 06.2013
- Responsible for analyzing the business needs of the clients, Conducts organization’s functions and activities.
- Collaborated with cross-functional teams, ensuring a cohesive approach to business analysis.
- Analyzed sales, profitability and market conditions and presented findings in cohesive format.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Assessed business requirements to forecast annual budgetary operational costs.
- Delivered analysis of market, sales and consumer trend impact on long and short-term strategies.
Sr. Financial Service Manager
ICICI Prudential Life Insurance Co India
07.2007 - 07.2011
- Providing best advice to the clients about ULIP, Retirement Plans, Mutual Funds and various other Insurance products.
- Handled the channels Retail Partnership Distribution (RPD) and S2S (Service to Sales), Identified prospective clients from various sectors, Provided timely feedback to senior management regarding performance
- Drove revenue growth by identifying new market opportunities and developing strategic partnerships.
- Collaborated with cross-functional teams to develop comprehensive budgets that aligned with organizational goals.
- Strengthened relationships with key stakeholders through transparent communication of financial performance updates and insight-driven recommendations.
Education
Master of Business Administration (MBA) - Finance & Marketing
Bharathiar University
Coimbatore, IndiaBachelor Degree - Economics
University of Calicut
Skills
- Retail & Corporate Banking
- Financial planning processes
- Relationship building and management
- Lending
- Client Acquisition
- Excellent Communication
- Trade Finance
- Business Analysis
- Credit Analysis
- Product Knowledge
- Willing to Learn
- Sales expertise
- Financial Advising
- Financial services
- Business Development
- Team Leading
- Financial Product Knowledge
- Loan application expertise
- Compliance, banking laws and regulations
Certification
- Certified Professional Accountant, Institute of Professional Accountants, Kerala, India
- Certification in Financial Markets, National Stock Exchange of India
- Professional Trading Module, Hedge School of Applied Economics India
- Defined Risk Reward Option Strategies, Hedge School of Applied Economics India
Languages
English, Malayalam, Hindi and Arabic
Personal Information
- Nationality: India
- Driving License: India & Oman
- Marital Status: Married
Timeline
Relationship Manager
Sohar International Bank (Wide BPO Plus LLC)
11.2013 - Current
Senior Business Analyst
Protocolz Tech
07.2011 - 06.2013
Sr. Financial Service Manager
ICICI Prudential Life Insurance Co India
07.2007 - 07.2011
Master of Business Administration (MBA) - Finance & Marketing
Bharathiar University
Bachelor Degree - Economics
University of Calicut
- Certified Professional Accountant, Institute of Professional Accountants, Kerala, India
- Certification in Financial Markets, National Stock Exchange of India
- Professional Trading Module, Hedge School of Applied Economics India
- Defined Risk Reward Option Strategies, Hedge School of Applied Economics India
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