Ajith K

Portfolio Management

Client meetings and opening accounts, offering financial advice (loans, investments, retirement), cross-selling bank products, resolving issues, and driving branch sales by connecting clients with tailored financial solutions and experts.

• Met with customers to analyze financial needs and maximize sales opportunities, and maintaining the CRM
• Collaborated with team members to enhance service delivery standards.

• BANCA CHANNEL- IDFC FIRST BANK
• Maintaing Good Relationship with bankers and customers and seel the non-life insurance products like motor or health insurance.
• Analyzed market trends to identify opportunities for product promotion.
• Fostered strong relationships with clients through regular communication and support.

• BANCA CHANNEL- HDFC BANK LTD
• Maintaing Good Relationship with bankers and customers to seel the Standalone health insurance products.
• As joined Assistent Relationship manager and got promoted in to Relationship Manager
• Identified customer needs, developed customized solutions, and provided knowledgeable advice.
• Maintained accurate records of all client interactions within the company's CRM system.

• BANCA CHANNEL - AXIS BANK LTD
• Maintaing Good Relationship with bankers and customers to seel the Life insurance products.
• Conducted market research to identify new opportunities and trends in the industry.
• Developed and implemented sales strategies to increase market share.
• Developed relationships with potential customers through cold-calling and other outreach efforts.

• BANCA CHANNEL- HDFC BANK LTD
• Maintaing Good Relationship with bankers and customers to seel the Life insurance products.
• Identified needs of customers promptly and efficiently.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.