Ayushi Mahajan

• my responsibilities below. I manage a portfolio of 22 crores, comprising 219 client IDs, and 116 group IDs.
• My role involves acquiring new-to-bank (NTB) clients for CASA and FDs, as well as cross-selling banking and third-party products, like life insurance, GI, HI, and loans.
• Daily, I monitor branch operations to ensure efficiency and compliance, aiming for satisfactory audit ratings, and error-free processes.
• Additionally, I oversee branch lobby maintenance and customer service. Effective lead management is a priority, ensuring all CRM-entered leads are addressed.
• My goal is to ensure excellent customer service and appropriate product offerings, fostering branch profitability, and superior cross-selling.

I handle all received complaints within stipulated TATs, monitoring their resolution by the staff. Overcrowding at the welcome desk is also monitored.

• Ensuring optimal level of customer satisfaction.
• Administrating all operational work.
• Ensuring the standard practice in work adhering to the norms set by KYC and AML Act.
• Educating customers on bank products.
• Helping customers with the issues of fund availability.
• Ensuring compliance to all policies and procedures.
• Expanding customer base through a variety of effective sales techniques.
• Fetching revenue options by attracting clients from all segments.
• Supervising all the transactions related to branch operations.