AZHAR KHAN

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Manage client’s investment portfolio to provide them with guaranteed financial success
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Sales of various products like Mutual funds, PMS, Assets & Third Party Products..
• Maintained knowledge on banking products and distribution to provide optimal service support.

ACHIEVEMENTS

• Qualifies BBH Inner circle contest March'23 Goa

• Priority Banking Relationship Manager is primarily responsible for providing financial solutions to Priority customers and ensuring value added services
• Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet
• Responsible for deepening existing relationships by cross-selling of Bank's products and Services/ third-party investment products
• Increasing customer engagement through other non-investment products like credit card, bill payments, Remittances, Loans, etc
• Ensuring that customers are sufficiently educated/ leveraged on best financial solutions.

ACHIEVEMENTS

• Managing Directors Reserved Table December 2020.
• President and CFO challenge January 2021.
• Guild of excellence October 2020.
• Qualifies Contest of Life insurance and Mutual Fund
• Qualified Zonal and National level contest in Life insurance

• Responsible for financial management of customer by offering all products in bank product basket such as CASA/ MF/ Insurance and other asset linked products
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Maintain good relationship with clients so that business can maximize value of those relationships
• Participate in one on-one meeting with clients to explain services in effort to guide their choices
• Seek opportunities to cross-sell or up-sell to existing clients
• Provide excellent service in order to maintain positive reputation for business
• Understand customer needs and develop plan to address them.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

• Building strategies to grow client base and implementing appropriate sales plans to target prospective customers
• Supervising and resolving complaints within TAT, fixing income portfolios, researching current trends, providing Privileged & High Net-Worth clients service and offering team support
• Administering banking operations while ensuring customer satisfaction by achieving delivery and service quality
• Providing sustainable income stream through meeting core sales target
• Developing & maintaining business relationships with customers by ensuring regular meetings with them Maintaining
• Implemented strategies to increase customer retention, enabling investment growth.
• Monitoring client requirements, identifying prospective opportunities and assisting in increasing revenue Developing and maintaining bank revenue goals
• Managing handling cross-selling activities and providing financial counseling advice to customers Reviewing customers' portfolios, delivering revenue targets.

Highlights:

• Received award for excellence in Life insurance business - Life Insurance Capability Development Program from Regional Head for in August 2017, September 2017 and October 2017.
• Life insurance Business- Zonal contest in Goa in January 2018 successfully qualified.
• National Contest of Ban ca-Assurance Night in December 2017
• Zonal Level Contest for Kerala in life insurance business in October 2018.
• National Contest in Mutual Fund by achieving target by more than 200% - BEAT YOUR BEST in January 2018.
• Successfully qualified various National, Zonal and Regional Contests by achieving cross-sell targets by 150% against set benchmark of 100.
• Secured Number 1 Position in Business Score Card for entire term.