Arpita Agarwal

Roles and Responsibilities

• Handling a group of key clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.
• It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.
• Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and Customer Servicing.
• To Enhance & Retain customer profitability by capturing larger share of Wallet.
• Ensuring compliance with branch SOP and control in sales and service.
• Deepen the relationship by cross selling Banks Products.
• Opened high value accounts,won cash rewards in asset contest,earned incentives.

• Structured bundled offering of Products and Services to the customer within the defined time line
• Managing the portfolio of existing customer and ensure quality new acquisition on SA and CA for Resident/Non Resident.
• Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell.
• Financial planning of existing customer and keep on updating portfolio, review their return and cross selling of investments,sip,mutual funds.
• Maintaining good relationships with mapped client.(Acquisition of new client-NTB.
• Have been certified with AMPI certificate.
• Roles and Responsibilities
• Operations
• Ensure certification of documentation required for opening and maintaining customer accounts,error free documentation for all account opening and all customer instructions (Stop payments, FD Closure,Requests) and maintaining Tatkal kits as per laid down process.
• Handling walkin and mapped customers as well by giving service.
• Ensure quality customer service is delivered.
• Recording complaints as per specified process
• Resolving all complaints with stipulated TAT.

• Maintaining good Relationship with mapped client.
• Acquisition of New Client(NTB).
• Offering wide range of product which suits to customer profile.
• Financial planning of existing customer and keep on updating portfolio, review their returns
• Service (Key result areas) product usage ratio, and increased RV over the period.
• Reference from the existing satisfied client.
• Keep updating to client on New offerings (NFO, IPO, Bond and New FD interest rates , structured product).
• Review customer portfolio on regular intervals of time.
• Asset portfolio.
• Customer registration for service offerings.
• Roles and Responsibilities

• Presently working as building up customer relationship, opening corporate salary accounts and casa along with cross selling of products like investments, credit card and financial products of banks.
• Achieved best performer award in IndusInd bank.
• Have been certified with IRDA certificate and have achieved two certificate on life insurance regalia organized by IndusInd Bank
• Roles and Responsibilities