ANKESH MEHROTRA

• To achieve overall business targets on volumes and profitability for BBG customers.
• Cultivated strong client relationships through regular communication and personalized service.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives
  jointly with branch banking team.
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following to complete the complete lead conversion process.
• Documentation pre‑disbursement (Doc collection, legal & TSR,
  Valuation etc.) and post disbursement sign off fromcustomers, including deferral closure
• Improvement on yield for the Bank so that the Portfolio has strong Return on capital at RM portfolio level.
• Documentation pre‑disbursement (Doc collection, legal & TSR,Valuation etc.) and post disbursement sign off fromcustomers, including deferral closure
• Coordinated with internal teams to resolve client inquiries and enhance service delivery.

Achieved top line business targets by sourcing business through channel teams.

· Aim to increase Product per Customer & acquire full relationship of the Customer for all banking Needs

· Act as Absolute owner of the Mapped book & manage the Customer Life Cycle.

· Manage the Portfolio Health, DPDs & the timely interest servicing

· Prevent/minimize the fraudulent/risky proposals entry into the system

Managed relationships with existing clients by providing tailored support.

· Building and nurturing relationships with the bank branches and by cross-selling other products

Acquired channel partners for sourcing products - Connectors.

· Handle all end to end activities related to the product i.e. from Login to Disbursement

· Liaise with various departments within the system (Credit/Operations etc.) to ensure smooth process flows

Delivered exceptional customer service to enhance customer satisfaction.

Launched new products in the market.

· Effectively use the Digital platforms like Project Neo, Various STP Journeys , Business App , Siddhi &

others available to extend faster & better experience.

• Identified and pursued sales opportunities for retail asset products among existing customers while acquiring new customers and building relationships.
• Drove cross-sell (assets) business by identifying and pursuing opportunities within existing customer base.
• Managed business relationships with existing customers and branch resources to generate leads for retail asset products.
• Sold asset products and services to customers in branch locations.
• Achieved monthly sales targets set by the organization.
• They are responsible for handling queries to ensure customer satisfaction.

• Led team of 10, driving sales growth and enhancing team morale in sales region.
• Hosted product-focused events across locations to attract new clientele and strengthen customer relationships.
• Built lasting relationships with clients through outstanding customer service interactions.
• Helped team stay productive and focused on higher-value tasks to improve sales efficiency.
• Coordinated preparation of daily reports on MS Excel with sales team to streamline insights.

• Directed team of 5 by recruiting and hiring top talent to enhance sales department capabilities.
• Coached and counseled sales personnel to improve individual selling efforts and meet sales targets.
• Cultivated strong business relationships with clients to strengthen partnerships.

• Managed bank operations, including cash handling, RTGS, NEFT, and record maintenance.
• Developed strategies to expand existing customer sales, driving annual sales growth.
• Handled current account and savings account products for the bank, enhancing customer service and satisfaction.
• Identified partnership opportunities and established business connections, contributing to network expansion.

• Closed lucrative sales deals using strong negotiation and persuasion skills.
• Coached and counseled sales personnel, enhancing individual selling efforts to reach targets.
• Targeted and prospected for new business through telemarketing, individual creativity and innovation.
• Organized event campaigns to build client relations, fostering customer retention and loyalty.
• Handled Demat and trading account products, creating new business opportunities.

• Developed and executed strategic initiatives that enhanced business development and sales programs.
• Collaborated with professionals to promote mutual funds and insurance to existing users, driving cross-selling of third-party products.
• Managed current and savings account products, ensuring compliance and customer satisfaction.

• Ensured quality control and inventory management, executing daily tasks with accuracy and efficiency.
• Managed distribution channel from wholesaler to retailer, ensuring timely service delivery.
• Created various written communications, reports, and documents while maintaining ledger books.