Ankur

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 7 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

• IRDA and AMFI certified.
• Achieved Many National level contests.

• Father's Name: Mr. RAM SET
• Date of Birth: 04/02/94
• Nationality: Indian

• Manage Privy league Neon and Platinum Current Account Customer's portfolio.
• Manage Portfolio Book size 55 cr of exiting base of customer.(CASA,TD).
• Deal all banking products like Life insurance, mutual funds, credit card, Loans all type Etc.
• Core work Manage portfolio Of Current Account customer Handling customer queries, services, Customer Request, Trade transaction and generating the income.
• Focus on DOD, OD AND CC Limits for generating portfolio income.
• Focus on Trade and forex and demat trading accounts for generating income.
• Maintain daily CRM, Visit Reports, Maintain every working data on excel.
• Handle operations work also like Customer Request, Digital Banking Solutions, NEFT, RTGS, Funds transfer, doing BJR, etc.
• Manage 150Cr Agri limit Customer Portfolio.