Deepak Kumar Mahato

Achievements/Tasks:

• Developed and maintained strong relationships with clients to maximize satisfaction.
• Assessing Financial Requirements of HNI Clients as pert heir Investment Portfolios and suggesting appropriate products for Wealth enhancement.
• Targeting and pitching prospective HNI clients for acquisition of Wealth portfolio into Bank service portal.
• Addressing to the issues faced by the HNI clients and performing various complex duties and task to provide detailed solution and achieving customer loyalty and building a relationship.
• Identifying relation and pattern by analysing Banking and Investment transaction using bank internal software -ICRM 360 and sales, Integra, Sales CRM, FCRM, Power BI.
• Onboarding new customer and acting as the one point of contact for HNI Clients and handling any escalation and providing required Banking services.
• Coordinate with different department and participate in Business Development Activities.

• Used CRM system daily to maximize service opportunities and enhance communication.
• Strengthened customer relation
• Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
• Implemented new CRM system to better track customer interactions and outcomes.
• Increased team productivity with effective communication and coordination of tasks.
• Having a Knowledge of Finacle 10 of CBS system.