Mani Mannan Kanagaraj

Self-Employed @ Hotel Kings

Tirupur – 642204, Tamil Nadu, India manimannan64@gmail.com 8754641282
Current CTC
0 LPA
Expected CTC
0 LPA
Notice Period
30 Days
Experience
5.3 Years
Profile Summary

Investment and Relationship Management professional with experience in client management, financial services, market research, risk assessment, sales strategy, and CRM operations. Experienced in managing client portfolios, understanding financial needs, facilitating investment transactions, and identifying growth opportunities. Strong background in relationship management, customer engagement, sales consultation, and market analysis, with a focus on client satisfaction and business development.

Work Experience
N/A – Present
Self-Employed
Hotel Kings

Job Description:

  • Manage day-to-day business operations, customer relationships, and service activities.
  • Coordinate operational activities to maintain service quality and customer satisfaction.
  • Manage vendors and business relationships to support smooth daily operations.
  • Monitor business performance and identify opportunities for improving revenue and customer engagement.
  • Handle customer requirements, resolve issues, and maintain strong professional relationships.
N/A – Present
Relationship Manager
Icici Securities

Job Description:

  • Managed client relationships by understanding individual financial needs, investment objectives, and preferences.
  • Facilitated investment transactions and provided investment-related assistance to clients.
  • Conducted regular client meetings to review portfolio progress, discuss opportunities, and address concerns.
  • Performed risk assessments and recommended suitable strategies to help clients manage portfolio risks.
  • Conducted market research and analyzed market trends to identify relevant investment opportunities.
  • Maintained accurate client interaction and transaction records using CRM systems.
  • Collaborated with internal teams to ensure timely and seamless execution of client requests.
  • Identified potential customers through market research and business development activities.
  • Reviewed mutual fund portfolios to evaluate performance and identify potential opportunities for improved results.
N/A – Present
Virtual Relationship Manager
Teleperformance

Job Description:

  • Managed customer relationships through regular communication, support, and issue resolution.
  • Coordinated client onboarding activities to ensure smooth customer transitions.
  • Responded promptly to customer inquiries and provided product and service guidance.
  • Conducted sales consultations and educated customers about relevant products and services.
  • Re-engaged inactive customers and supported new customers to improve sales opportunities.
  • Analyzed market trends to identify potential sales opportunities.
  • Coordinated products, services, and sales activities to support business objectives.
  • Built strong customer relationships through consistent communication and service support.
Education
Psg
M.Tech in General
N/A - N/A
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Top Skills
Client Onboarding Client Portfolio Management Crm Development Customer Retention Investment Consulting Investment & Financial Advisory Market Analysis & Research Relationship Management Risk Assessment Sales Consultation Sales Strategy & Business Team Collaboration