AKANKSHA KHARE

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.

Retail Banking Business/Sales-
1) To enhance profitable CASA Business targets are spread in Retail Liability.
2) To enhance & upgrade the high net worth relationship with customer, targetsare
spread in Retail Assets (PL AL CD LOAN HL) &Cross sell (Life Insurance General
Insurance ).
3) Sale of Retail Assets (Personal Loan, Auto Loan,Home loan,Consumer durable
loan)
4) Focused Sales in Investment Banking (Life Insurance, GI etc.)

Customer services/Banking Operations-

1) Processing all customerrequest & application form at branch level and send to

hub for further process.

2) Printings of Passbook and request collection/Cheques collection

3) Handling cash counter with cash (cash receipt,cash payment) and non cash

transactions(Fund transfer,NEFT,RTGS etc.)

4) Profilingcustomer and providing financial products to meet their needs.

5) Processing the service request of all A/c opening Forms timely.

6) Making sure that all formsare filled properly, also trying to control FTNR.

• Roles and Responsibilities
• Cross selling bank products by answering inquiries informing customers of newservices and product promotion ascertaining customers need directing customersto branch representative
• Identifying and doing regular follow-ups to pick big business like
• HNI/TRUST/ASSOCIATION/SOCIETY relationship for bank
• Establishing strong Relationship customers and generate Business for bank
• Asset lead Generation like CC/OD/LAP/PL/AL/KCC/LAS etc
• Explaining the 3 in 1 accounts and third party products to existing and newcustomers its features
• Implementing Assets standards , documentation procedures and execution of theprospals
• Help Clients make financial plans and set goals
• Discuss wealth building services with individuals
• Enforce corporate procedures and policies
• Help clients select appropriate financial products
• Performances and Achievements
• Qualified the GI DRIVE in the month of October 2020
• Qualified the RBM DREAM TEAM in the month of October2020
• Got Promoted Assistant Acquisition Manager to Acquisition Manager in the monthof May 2021
• Qualified Meets Expectations with 3 star rating in Appraisal
• Qualified the level 1 of DARE

• Square Yards is a technology enabled transaction platform
• It owns and operates the real estate aggregation and transaction portal squareyards.com and Square
• Connect mobile app for property brokers
• The company claims to be the #1 pan-
• India distributor by revenues for primary residential real estate in India, and virtual monopoly in key NRI markets
• Client acquisition and business development by direct/indirect sales
• Providing pre and post sales service's to theclients
• Offer customized portfolio solutions to clients based on their risk/ return and liquidityprofile
• Maximize revenue generation and lead closures by using social and public media marketing campaigns
• Strongclientfocus includingpreandpost sales services forlong term wealth retention
• Meet and advise clients on realestate
• Transaction management and deal closure from sourcing to ROIgeneration