AMIT

Market Research: Keeping abreast of market trends and competitor offerings to stay competitive and provide relevant products and services

• Portfolio management: Managed portfolio size of 500 plus customers. Conducted in-depth financial analysis, identifying business opportunities with view to optimize revenue from cross-sell of TPP investment, term deposit, credit card, loan against securities, loan against property, Demat / HSL, and trade forex and bring them exceptional customer service
• Documentation: Ensuring all required documentation is accurate and complete for customer accounts and transactions
• Financial Advisory: Providing financial advice and guidance to customers to help them make informed decisions about their banking and investment needs
• Risk Assessment: Assessing creditworthiness of customers and evaluating risk associated with lending or extending banking services to them
• Compliance: Ensuring that all banking transactions and activities adhere to regulatory and compliance guidelines and Banking hygiene parameters.

• Compiled operational and risk reports detailing financial metrics to help management make proactive decisions
• Experience in dealing with customer/stakeholders queries
• Leveraged data analysis to assess market trends, customer behavior, and competitive landscape
• Bridged gap of communication between company, associates, and customers along with delivery of services to customer on time.
• Assisted in gathering and documenting business requirements for CRM system, ensuring alignment with objective
• Dealt in KYC and compliance related to renowned individual as well as corporate firms
• Handled team of CSO / BSO and guided them to achieve their targets -Led training workshops for sales team, enhancing their product knowledge and strategies
• Managed customer portfolio of 190 customers to improve tracking for opportunities, reporting, and customer service

• Ensured proper communication between company, associates, and customers along with delivery of services to customer on time
• Collaborated with development team to create user stories and functional specifications, ensuring clear communication of project expectations
• Sustaining customer database to improve tracking, reporting, and customer service
• Conducted detailed analysis of healthcare data to extract insights and trends, contributing to evidence-based decision making and improved patient care
• Conducted market research on competitors and rival products, submitting detailed reports and analysis
• Managed activities pertaining to negotiation / finalization of deals (techno-commercial) for smooth execution of sales & order processing
• Conducted regular stakeholder meetings to ensure alignment on project objectives and milestones.