Lohith P

Lohith P

Relationship Executives

Followers of Lohith P415 followers
location of Lohith PDavanagere, Karnataka, India

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  • Timeline

  • About me

    MBA FINANCE (VTU University Belagavi)

  • Education

    • SSH JAIN PU COLLEGE Harapanahalli

      2013 - 2015
      Puc Commerce A
    • Government Junior High school Doddabathi

      2012 - 2013
      Secondary School leaving Certificate Kannada, English, maths, Social science, Hindi, Science. A
    • Davangere University, Davangere

      2015 - 2018
      Bachelor of Commerce - BCom Business/Commerce, General A
    • Bapuji B-Schools

      2018 - 2020
      Master of Business Administration - MBA Finance A
  • Experience

    • Shriram Finance Limited

      Oct 2021 - Apr 2023
      Relationship Executives

      Shriram Transport Finance Co Ltd is one of the leading NBFC it provide loan for used vehicles  Finalization of LTV on the basis of vehicle Valuation, model & company Grid General insurance Renewal follow up before expired Date  Cash Acceptance and Generation of Receipts Customer/Company Executive Query Management Deposit/Debenture/Mortgage loan/Life Insurance Application Processing and Servicing

    • HDFC Life

      Apr 2023 - Nov 2024
      Senior Corporate Agency Manager

      Coordinate with branch operations in order to ensure timely processing of Policy/application forms. Maintain good relationship between branch manager and colleague. Regular product training / refresher to the sales force of the branch and Corporate Salary. Manage sale through Bancassurance channel with bank assigned.

    • Kotak Mahindra Bank

      Nov 2024 - now
      Elite Relationship Manager

      Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction. Show less

  • Licenses & Certifications

    • Big Bazaar Davanagere

      Big Bazaar - BigDay work
    • Accounting Fundamentals

      Corporate Finance Institute® (CFI)
      Jul 2021
    • Portfolio and risk management

      Coursera
      Jul 2020
    • Economic for Capital Markets

      Corporate Finance Institute® (CFI)
      Jul 2021
    • Colgate Palmolive internship training

      Colgate-Palmolive
    • Finacial Markets

      Coursera
      Aug 2020
    • Supply chain management

      Coursera
      Jun 2020