Mudila Siva Kumar

About

Customer-focused banking and financial services professional with experience in customer service, digital channel migration, Demat account acquisition, and financial product cross-selling. Skilled in customer handling, branch coordination, onboarding, documentation, KYC compliance, and relationship management.

Experience

• Customer Service | Floor Coordinator – Migration & Digital Channels
  State Bank of India
  Sep 2026 – Present

  Supporting customer service operations as a Floor Coordinator for Migration & Digital Channels. Assisting customers with digital channel migration and related service guidance. Coordinating customer flow and helping customers access relevant digital banking services.

• Business Development Manager
  Bank of Baroda Capital Markets Ltd
  Jul 2025 – Present

  Generating Demat & Trading accounts through branch walk-ins, leads, and field activity. Cross-selling General Insurance products: Health and Personal Accident. Explaining investment products based on customer financial needs. Achieving monthly revenue targets in Broking, Mutual Funds, and Insurance. Handling customer onboarding, documentation, and KYC compliance. Maintaining strong customer relationships for repeat business.

• Relationship Officer
  SBICAP Securities Ltd
  Jun 2024 – Jul 2025

  Successfully acquired and activated Demat & Trading accounts. Cross-sold General Insurance and third-party financial products. Educated customers about equity trading, IPOs, and mutual funds. Coordinated with SBI branch staff to increase broking penetration. Handled customer service, grievances, trade support, and post-sales tasks.

Education

• 2024 SV
  Bachelor's Degree

  SVD Degree College

  2020 – 2024

  2020 – 2024
• 2017 PB
  Qualification

  PB Siddhartha Arts & Science College

  2015 – 2017

  2015 – 2017
• SH
  High School

  Sri Srinivasa High School

Skills

🎯 Hobbies & interests

• Outdoor games
• Music
• Fitness
• Morning walks
• Learning financial skills
• Social interaction
• Teamwork