CHIRANJIBI PRADHAN

*Lead sales teams to acquire new ICICI 3 IN 1 accounts, which combine savings, trading and demat accounts in partnership with ICICI Bank.

*Collaborated with cross-functional teams to identify acquisition targets and analyze market trends, enhancing strategic decision-making.

*Managed MTF, MF SIP, MF LUMSUM, stock transfers from other broker platforms, and high prime value accounts, coordinating directly with customers to ensure tailored service.

*Resolved trading-related complaints, improving customer satisfaction and trust.

• Guided clients in understanding mortgage options, improving decision-making regarding Loan Against Property and Home Loans.
• Resolved customer service issues and managed client relations, fostering long-term partnerships.
• Identified and offered bank cross-selling products tailored to client needs.
• Compiled and delivered daily sales performance reports to senior leadership, supporting strategic decision-making and preparing MIS reports.

• Facilitated client access to working capital solutions, ensuring their financial needs were met effectively.
• Resolved customer service issues and nurtured client relations to foster long-term partnerships.
• Generated leads by organizing filing systems and overseeing user login procedures to enhance operational efficiency.

• Joined as Mortgage Relationship Officer- Home Loan.
• Identified leads from bank-generated sources and open market to enhance client acquisition.
• Promoted additional banking products to elevate client satisfaction and retention.
• Resolved customer service issues and managed client relations to foster long-term loyalty.

• Facilitated client interactions for credit cards, card swipe machines, loans, current accounts, and savings accounts.
• Executed bank cross-selling strategies tailored to client preferences.
• Generated leads by systematically filing and logging client information.
• Sourced products from the open market to meet client needs.
• Resolved customer service issues while managing client relations to foster long-term partnerships.
• Give daily Sales report to senior and preparing MIS report.
• Won October Sales contest at all India Level. Won Best Asset Provider of the Year Award.