ASHISH PATIL

• Handling HNI portfolio.

• Handling NRI clients & providing investment solutions.

• Cross-selling of Retail Assets product (Personal Loan, Auto Loan, LAP, LAS, Commercial Vehical loan, Bussiness loan) to existing database & fresh acqisitions.

• Cross Products, other investments options)-selling of other products (Demat-Trading Accounts, Ll, Gl, Mutual Funds, T PD)

• Maintained and built close relationships with customers through regular contact and visits.
• Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.

• Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
• Increased branch sales performance through effective training and coaching of team members.
• Implemented efficient operational processes, improving overall branch productivity.
• Mentored junior staff members on effective relationship management techniques, boosting overall team performance.

• Acquiring NT B Current Accounts &Saving Accounts.

• Assist with manager to ensure BDP Targets & Achieve assigned goals.

• Handling Walking —in clients as a dedicated lobby CRP & ensuring closures.

• Efficient at handling NRI clients & providing investment solutions.

• Implemented innovative process improvements that enhanced productivity and reduced operational costs.

• Acquiring NT B Current Accounts &Saving Accounts.

• Assist with manager to ensure BDP Targets & Achieve assigned goals..

• Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
• Reached out to potential customers via telephone, email, and in-person inquiries.

• Providing guidance to portfolio clients for any service related query through MS Powerpoint account maintainence.

• Assist with manager to ensure BDP Targets & Achieve assigned goals.

• Handling Walking —in clients as a dedicated lobby CRP & ensuring closures.

• Participating in Events and pro

• Delivered comprehensive product demonstrations to prospective clients, showcasing the value proposition of our offerings.