Banking & Insurance
Vihaan Menon
Relationship Manager
Client needs discovery and coordinated financial-service relationships.
Professional profile
Relationship Manager with an illustrative 11-year career focused on client needs discovery and coordinated financial-service relationships. Brings together client discovery, relationship planning and service coordination with practical delivery experience. Selected work below shows the problem, my contribution and the handover material rather than unsupported performance claims.
Professional experience
Relationship Manager
Asterline Financial Services
Responsible for scoped client needs discovery and coordinated financial-service relationships work, coordinating the relevant reviewers and delivery partners.
- Prepared structured discovery notes and referred specialist questions to authorised colleagues.
- Created an owner-led service follow-up record and communicated status without promising unapproved outcomes.
- Maintained approval boundaries and made unresolved questions visible before handover.
Relationship Manager
Northmere Financial Services
Developed hands-on experience across client needs discovery and coordinated financial-service relationships, with a defined review process.
- Used client discovery and portfolio reviews on assigned work; recorded decisions so colleagues could understand the approach.
- Prepared service resolution tracker and incorporated specialist feedback before closing the workstream.
Operations Associate
Cedarfield Financial Services
Built foundations through supported assignments, observation and practical feedback.
- Assisted with relationship planning and documentation, checking work with an experienced reviewer.
- Kept organised work records and developed clear handover habits through supervised practice.