Aishwarya M K

• Effective lobby management in branch
• Manage relationships in managed portfolio to increase value
• Handling customer deliverables effectively
• To generate income by sale of Insurance and Mutual Funds
• Financial planning and advising for customer investment objectives
• Cross-sell of asset products to managed customers
• Promoting Direct Banking Channels like Net Banking, Mobile Banking, Insta Alerts and Debit Card
• Fresh acquisition of high value accounts
• Effectively manage Non-depletion of accounts sourced through channels by regular follow up
• Coordinate with acquisition team to conduct promotional activities.
• Built successful and profitable relationships with customers through proactive outreach and follow-up.

Bancassurance Channel (Axis Bank)

Did build cordial working relation with bank staff at all levels.
worked with staff of bank partners to identify potential banking customers with financial protection needs.
provided professional insurance advice to customers of our bank partners.
Did provide after sales service to the successful cases.
Coordinated work between the bank and the company at all scenarios
Advice and coach sales techniques to bank’s employees at the assigned branches.
To be involved in activities of the bank partners, including joining the bank meeting, visiting to bank customers…etc.

Bancassurance Channel (Hdfc Bank)

Did build cordial working relation with bank staff at all levels.
worked with staff of bank partners to identify potential banking customers with financial protection needs.
provided professional insurance advice to customers of our bank partners.
Did provide after sales service to the successful cases.
Coordinated work between the bank and the company at all scenarios
Advice and coach sales techniques to bank’s employees at the assigned branches.
To be involved in activities of the bank partners, including joining the bank meeting, visiting to bank customers…etc.

Role : Testing Executive

Project : Bank Of America
Credit card
Tools used : UFT and Selenium
Programs Incorporated : Phyton, Java script