Balram Roy

• Acquired ultra high-net-worth clients regularly to drive liability book growth and enhance portfolio management.
• Executed operational tasks to streamline workflow.
• Proposed innovative ideas to improve team outcomes.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Delivered attentive service to customers in-person and over the phone.

Managing 190 plus groups of NRI clients, with book size of 240cr. Relationship building with proper service and time to time advising on regulatory changes to the clients. Responsible for the growth of the book value and generating revenue on Monthly basis by offering suitable products to them. Customer Acquisition through references.

• Managed client relationships to ensure satisfaction and retention.
• Conducted regular portfolio reviews to identify client needs and opportunities.
• Facilitated product presentations to enhance client understanding of services.
• Resolved customer inquiries and complaints promptly and effectively.

• Planning and execution of customer interaction with existing and attracting new customer as well. Creating new opportunities with SMEs and other companies for beneficial of their employees. To build AUM by promoting all the financial products like Mutual funds, Equity, LI, Unlisted Equities, Structure products, MLD, AIFs etc. and generation of revenue on a regular basis. Development bonding or relationship with all the customer and building wealth with proper planning, providing them better diversified investment opportunities to them to meet the future goals.

• Served diverse client base of over 300, delivering customized banking and investment solutions aligned with financial goals.