DIP KUMAR SAHA

• Meet the Yearly budget for CASA TD number value and Third Party Fee
• Acquisition of Quality Business month on month thereby meeting the target
• Penetration Life Insurance,General Insurance,Demat, Forex and other Asset products
• Analyzed investment performance, portfolio attributes of mapped customer
• Maintain strong relationship with HNI clients with quality, personalized interactions.

Achievements: Qualified in Pan india label, circle and cluster label contest

Qualified in MDRT 2022 Global contest

• Effectively building client relationships with existing clients and new prospective customer
• Acquiring new clients and advising them on long term and short term investment for banking and other third party financial products
• Knows all FINACLE,ECRM, and other operational activity
• To sort different issues of customers over the counter.

• To reported to management on new team member progress on regular basis
• Attaining existing client financial targets and generated new client base
• To provide appropriate guidance and motivation to sales team member as needed
• To acquire new Retail and Institutional Business for the branch.

• Providing quality Banking services to all the customers to retain the relationship
• Assisted customers with deposits and withdrawals and opening new relationships
• Cross-sale of Credit cards, Demat Accounts, General Insurance Policy (Tata AIG, Appollo), Max life insurance, LIC.

• To acquire new to Bank customer for Savings and current Account
• Attaining sales activities with marketing executive team.

Effectively building client relationships

Acquiring new clients and advising them on long term and short term investments

Customize insurance programs suits to individual customers, often covering a variety of risks

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person to be insured, and discuss any existing coverage

Ensure the policy requirement fulfilled including any necessary medical checkup and completion of appropriate forms