Vasileios Nikakis
Athens
Summary
Experienced and driven Assistant Relationship Manager with over four years of proven expertise in delivering exceptional client support and building long-term relationships. Skilled in assessing the unique financial needs of diverse clients, leveraging data analytics to provide personalized banking and financial advisory services that align with client goals.
Proficient in utilizing data insights to recommend tailored financial products and solutions, including deposits, investments, loans, and credit cards, optimizing customer satisfaction and retention. Adept at analyzing client portfolios and market trends to identify growth opportunities and ensure sound financial decision-making.
Committed to using data-driven strategies to enhance customer service, increase sales, and improve operational efficiency. Strong ability to collaborate with internal teams, ensuring a seamless client experience and timely execution of banking services. Focused on delivering exceptional service and ensuring client satisfaction through in-depth financial knowledge and data-backed recommendations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager Assistant |Financial Services
Optima Bank
12.2020 - Current
- Delivered comprehensive support to the Branch Manager, handling multifaceted responsibilities to ensure smooth branch operations and customer satisfaction.
- Provided high-level, professional customer service by advising clients on a full range of banking products, including deposits, investments, home mortgage loans, and credit cards.
- Proactively acquired new clients by analyzing individual financial needs and aligning them with suitable banking services and solutions.
- Collaborated closely with Affluent Relationship Managers to build, maintain, and grow long-term relationships with high-net-worth clients, supporting their investment goals across mutual funds, bonds, and equities.
- Assisted in the preparation of credit proposals and conducted periodic reviews of client portfolios, utilizing financial data and market insights to identify opportunities and mitigate risks.
- Coordinated with Business Relationship Managers to strategize and implement tailored loan plans for existing business clients, focusing on sustainable growth and credit health.
- Supported Relationship Managers in KYC compliance, client onboarding, and end-to-end processing of mortgage loans, ensuring regulatory and internal standards were met.
- Monitored and analyzed competing banks’ products and services to provide strategic insights and support product positioning.
- Maintained cross-departmental communication to streamline operational processes, reduce turnaround times, and enhance the overall customer experience.
- Leveraged data analytics to assess customer behavior, improve product recommendations, and support strategic decision-making in client relationship development and portfolio management.
Retail Sales Executive
JYSK
06.2017 - 11.2020
- Assessed customer needs through open, targeted communication, using data-driven insights to recommend tailored products and services that align with individual preferences and financial goals.
- Consistently achieved sales, service, and risk compliance targets by utilizing analytical tools to track performance and adjust strategies accordingly.
- Managed stock levels and deliveries effectively, leveraging inventory data to ensure optimal stock availability and prevent disruptions in the store’s operations.
- Maintained a clean, organized, and visually appealing store environment, using sales analytics to optimize product placement and increase customer engagement through strategic merchandising and point-of-sale strategies.
- Demonstrated high levels of enthusiasm and motivation, driving both personal and team performance while ensuring alignment with overall business objectives.
- Proactively conducted outbound calls to existing and previous customers, utilizing CRM data and customer feedback to drive re-engagement and promote relevant products and services.
- Developed comprehensive solutions and action plans based on customer data analysis and market trends, consistently recommending effective solutions to meet customer needs and business objectives.
Education
Bachelor of Business Administration - Business Administration
University of Patras
08.2016
Skills
- Flexibility in changing environments
- Collaborative problem-solving
- Proficient in managing multiple tasks
- Experienced with software tools
- Proficient in meeting tight deadlines
- Collaboration in team settings
- Effective communication
Certification
- University of Patras, CERTIFICATE OF PROFESSIONAL COMPETENCE IN MORTGAGE LOAN MATTERS , Jul 2021 – Jul 2021
- CERTIFICATE OF PROFESSIONAL COMPETENCE IN MORTGAGE LOAN MATTERS who specialize in customer service and loan administration. (E-learning), 2023
- University of West Attica, Certificate in Green Skills for Smart Careers: From Technology to Sustainability and Reducing Crude Oil Dependence, 2025
Languages
English
Advanced (C1)
French
Intermediate (B1)
Hobbies and Interests
Tennis, Swimming, Basketball
Timeline
Relationship Manager Assistant |Financial Services
Optima Bank
12.2020 - Current
Retail Sales Executive
JYSK
06.2017 - 11.2020
Bachelor of Business Administration - Business Administration
University of Patras
Similar Profiles
Dimitrios KourkoulisDimitrios Kourkoulis
Senior Affluent Relationship Manager at Optima Bank GreeceSenior Affluent Relationship Manager at Optima Bank Greece
Ankush CHAUHANAnkush CHAUHAN
Subject Matter Expert at Optima Technology (Payroll on Optima Technology (Payroll on Proziod Analytics) Analytics)Subject Matter Expert at Optima Technology (Payroll on Optima Technology (Payroll on Proziod Analytics) Analytics)
Malcolm Cummins IIMalcolm Cummins II
Housekeeping Supervisor at Optima Care HarborviewHousekeeping Supervisor at Optima Care Harborview