ANJALI GUPTA

• Manage the benchmark no. of customers in the portfolio
• Extended classic and preferred benefits to customers basis identification in lists/LTR
• Maintain daily sales report: Structured bundled offering of products and services to the customers within the defined time line
• Ensure quality new acquisition of SA and CA for resident and NRI through walk in , portfolio and referrals
• Penetration of savings accounts on non liability customers
• using of data mine for cross seeling of products
• Sales of third party products such as MF/INSURANCE etc
• Sales of Assets products
• Calling on Large value attrition
• Enhancing customer wallet size
• Ensure that individual customers are grouped into CTG so that all their family banking held with us
• Ensure that Customers Groups profitability is achieved
• Enhance values within each of customers group
• Online updation of CRMNEXT at every stage of customers contact on the portfolio
• Usage of APT and data in crm for effective call planning and meeting with customers and review with bm/ pba and interaction needed to captured in crm . leads to be created and profiler to be updated on daily basis and interaction needed to captured in crm .
• Ensure that income plans for the month and year are duly met across products
• Achieving of portfolio level benchmark and IPH
• CEP to met as per cycle
• Ensure quality customer service is delivers
• Recording complaints asp per specified process and resolving within the stipulated TATs
• Ensure certification of documentation required for opening and maintaining customers accounts
• Ensure KYC norms are adhered to all points of time

Joined as an Assistant Manager

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Increased sales revenue by developing and implementing effective sales strategies.
• Maintained relationships within BANK's employees and customers and found new ones by identifying needs and offering appropriate services.
• Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
• Built long-lasting client relationships through excellent customer service and consistent followups.

Developed strong relationships with RMs of bank through attentive service and proactive problemsolving.

• Implemented training programs for the sales team, enhancing their skills and knowledge of products and services offered.
• Maintained up-to-date knowledge of products as well as competitor offerings to better position within the marketplace.
• To manage all branched allotted in Gurgaon 3 cluster

Joined as Sales Associate

• To male comparison among all investment plans
• to deals with all type of mutual funds and guaranteed plans
• to maintain proper follow up with clients and generate new leads over the call
• Ability to handle team and high work pressure