Chethan R C
Personal Banker @Equitas Small Finance Bank
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WORK HISTORY
Personal Banker @Equitas Small Finance Bank
Bengaluru, IN
Key ResponsibilitiesManage and grow customer portfolios by offering suitable banking productsProvide advice on savings accounts, loans, insurance, and investment optionsAnalyze customer financial needs and recommend personalized solutionsBuild strong relationships to improve customer satisfaction and retentionAchieve sales targets through cross-selling and up-selling banking productsPromote digital banking services for better customer experienceEnsure compliance with banking regulations and internal policies.
EDUCATION
Bangalore University
Bachelor of Commerce
Srinivas University
MBA (Finance & Human Resource)
Srinivas University
Finance
Bangalore University
Bachelor of Commerce - BCom, Accounting
Srinivas University
Master of Business Administration - MBA, Finance & Human Resources
ABOUT CHETHAN R C
MBA (Finance & HR) Gold Medalist with strong knowledge in financial analysis and banking operations.Experienced as a Personal Banker, managing client portfolios and providing investment solutions.Skilled in Financial Analysis, Portfolio Management, and Risk & Compliance.Proficient in Advanced Excel, MIS Reporting, and data analytics.Hands-on experience in AI-based financial forecasting and cost analysis.Completed projects on stock market analysis (BSE & NSE) and financial modeling.NISM Certified in Mutual Fund Distribution and Investment Advisory.Strong problem-solving skills with a data-driven approach to decision-making.Open to opportunities in Finance, Banking, and Financial Analyst roles.
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