Relationship Officer
Axis Bank Under Quess Payroll
Noida
01.2021 - Current
- Assisted in maintaining client relationships, handling queries and resolving issues regarding banking queries
- Collaborated with team members to achieve sales targets and enhance the client relationship
- Day to day KRAs like CRMs, Booking and selling percentages maintain
- Developed customized financial plans for clients, incorporating investment,banking, and insurance products that aligned with their goals
- Boosted customer satisfaction levels with timely and effective resolution of concerns and enquiries
- Established strong client relationships by conducting regular meetings and providing exceptional customer service
- strong focus on meeting client expectations
- Promoted a positive work environment through open communication,fostering collaboration among team members
- Monitored, followed-up and escalated cases to meet customer response commitments
- Maintained knowledge on banking products and distribution to provide optimal service support
- Open premium accounts and achieving monthly cross sell targets like Health Insurance ,Fixed Deposit,Card Protection Plan