Balaraj .

Handling Exclusive portfolio, achieving revenue targets through activation of clients on Forex and Trade.

Generate continuous flow of revenue through various TFX & NTFX products.

Handled capital account transactions of portfolio clients primarily FDI, ODI, ECB and Dividend Pay-outs etc. and their regulatory reporting.

Co-coordinating with cross-functional verticals for lead generation.

sourcing of Business banking customer and revenue generation through trade finance products New Customer Acquisition –Trade and Forex

• Monitored and updated financial plans to comply with client goals.
• Created financial models to analyze and evaluate investment strategies.
• Researched and evaluated potential investment products for clients.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Recommended specific investments to help clients meet financial goals.

• 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.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.

• Introduced new methods, practices, and systems to reduce turnaround time.
• Evaluated suppliers to maintain cost controls and improve operations.
• Created reports and analyzed and interpreted data.
• Greeted and assisted customers with questions, concerns and purchasing needs.

• Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
• Forecasted sales and established processes to achieve sales objectives and related metrics.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Formulated and presented innovative strategies to stakeholders to build successful sales plans.

• Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
• Forecasted sales and established processes to achieve sales objectives and related metrics.
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Formulated and presented innovative strategies to stakeholders to build successful sales plans.