V K.
Mid-Level NRI Relationship Manager
Open to offersNew to PlatformAbout
Karthik V. is a seasoned NRI Relationship Manager with over 7 years of experience in the Banking & Financial Services sector. Having managed a substantial NRI client portfolio worth INR 150 Crore across over 1,100 clients globally, Karthik consistently exceeded revenue targets by achieving 110% through strategic cross-selling of financial products like mutual funds and life insurance. His expertise includes FEMA & RBI compliance, NRE/NRO/FCNR account management, and cross-border remittances. During his tenure as an Assistant Manager at Equitas Small Finance Bank, he was instrumental in virtual relationship management using Salesforce CRM. Previously, he excelled as a Training Manager at Bluedart Express Limited, where he designed training programs and managed client escalations efficiently. Karthik's multilingual proficiency in Tamil, Hindi, and English complements his professional competence, making him an immediate joiner open to relocation.
Experience
Assistant Manager – NRI Virtual Relationship Manager
Equitas Small Finance Bank · 2023 — 2025Oversaw a dedicated NRI client portfolio valued at INR 150 Crore, serving 1,100+ clients through phone, email, and video platforms. Achieved monthly revenue targets exceeding 110% via strategic cross-selling of NRI products, including fixed deposits and life insurance. Acted as the main contact for NRE and NRO account openings and handled all aspects of the client relationship from onboarding to investment inquiries. Ensured 100% compliance with FEMA and RBI regulations, mitigating operational risks. Provided market updates and investment advice to HNI NRI clients, enhancing client relationships and portfolio value. Addressed complex client issues promptly, achieving high satisfaction levels while minimizing churn. Kept comprehensive records of all client interactions in Salesforce CRM.Training Manager
Bluedart Express Limited · 2021 — 2023Elevated from Customer Service Executive to Training Manager within two years, focusing on leadership and team performance enhancement. Developed onboarding and training programs for over 30 new customer service executives, covering essential operational knowledge and communication skills. Established performance coaching frameworks, resulting in improved KPI outcomes and CSAT scores, while shortening the ramp-up timeframe for new hires. Managed high-level customer interactions using effective conflict resolution techniques, showing strong client management capabilities for potential higher roles. Collaborated with operations and quality assurance teams to refine training content based on identified service failures, leading to improved first-contact resolutions.Customer Service Executive
Innove Source Services | Asset Business Solutions (Bluedart Express Limited) · 2018 — 2021Provided consistent customer service across two service environments, efficiently managing high volumes of inquiries and service requests while adhering to SLA guidelines. Maintained high CSAT ratings for three consecutive years at Asset Business Solutions, demonstrating a strong commitment to service excellence. Identified and escalated recurring customer issues to address process gaps, contributing to enhancements in service efficiency. Conducted thorough documentation of customer interactions in the CRM system to ensure precise record-keeping and support audits.
Skills & Expertise
Education
- Bachelor of Computer ApplicationsAlagappa University · — — 2015
- Higher Secondary CertificateMatriculation Board
- Secondary School CertificateCBSE Board
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