ALIVECV / 15-03 / DOCUMENT CVPrint or save a copy. Changes are local only.Download PDF
ALIVECV / 15-03 / PROFESSIONAL CV

Vihaan Menon

Relationship Manager
VM
Kochi, Indiavihaan.menon@example.comFictional sample
01

Professional profile

Relationship Manager with an illustrative 11-year career focused on client needs discovery and coordinated financial-service relationships. Core strengths include Client discovery, Relationship planning and Service coordination. Selected examples describe the challenge, contribution and handover materials.

02

Professional experience

Jul 2022 - Present

Relationship Manager

Asterline Financial Services · Kochi

Delivered defined workstreams in client needs discovery and coordinated financial-service relationships, coordinating 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.
Jul 2018 - Jun 2022

Relationship Manager

Northmere Financial Services · Kochi

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 handover materials and incorporated specialist feedback before closing the workstream.
Jul 2015 - Jun 2018

Operations Associate

Cedarfield Financial Services · Kochi

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.
Vihaan Menon
Relationship Manager
WORK · EDUCATION · PRACTICE
Banking & Insurance
03

Banking work examples

Long-term relationships, built on clarity.
Work example 01 / illustrative

Client review journey

Context

Reviews focused on product conversations before establishing client needs.

Contribution

Prepared structured discovery notes and referred specialist questions to authorised colleagues.

Prepared for handoverRelationship plan and meeting record
Work example 02 / illustrative

Service escalation loop

Context

Clients repeated their issue across multiple teams.

Contribution

Created an owner-led service follow-up record and communicated status without promising unapproved outcomes.

Prepared for handoverService resolution tracker
04

Education

2013 - 2015

MBA in Financial Services

Asterbridge Institute of Professional Studies

Specialist study with a practice focus on client discovery and relationship planning.

2009 - 2013

Bachelor of Commerce

Cedarhaven College of Applied Studies

Foundation study, practical assignments and supervised learning. Fictional institution and qualification record.

05

Professional development

2024

Client discovery - advanced practice workshop

Scenario exercises and peer review in client needs discovery and coordinated financial-service relationships.

2025

Portfolio reviews - reflective practice seminar

Applied learning reviewed through a bounded example and a written reflection.

Continuing learning examples, not licences or independently verified certifications.

06

Practice & evidence notes

Work focus
Client needs discovery and coordinated financial-service relationships
Evidence status
Illustrative work descriptions; no source artefacts attached
Contribution scope
Owned the stated workstream, not all team outcomes

Every employer and institution in this CV is fictional. The two work examples describe individual contributions; supporting artefacts and externally measured outcomes are not supplied. Replace example information with accurate records and permission-cleared work before using this CV.