Dwaipayan Paul

Profiled and analyzed investment products to develop customized financial strategies for Axis Bank clients' financial need.

Experienced in client profiling, recommending asset allocation, and to proactively engage with customers to facilitate transactions.

Expertise in interacting with Global & Indian clients ranging from Individuals/ Corporations / HNI.

Experienced in activities and transactions pertaining to Anti-money Laundering (AML), Know Your Customer (KYC), Customer Due-diligence (CDD), International Sanctions, Risk-Assessment and Enhanced Due Diligence.

Business Development, Client Servicing with sound understanding of Banking Practices and Procedures.

Trained to pro-actively reach out to all client relationships through face to face/telephonic/email interaction to ensure coverage of all relationships as per business mandate.

Provided financial planning and banking solutions to prospect and existing customers of HDFC Bank’s client.

Responsible for counseling prospect and policy holders for coverage and regulations for effective customer service practices.

A keen planner & strategist with proven abilities in addressing customer centric issues, resolving performance bottlenecks with expertise in devising policies & plans for improving business performance, achieving desired objectives & organizational growth.

Knowledge of Employer-Employee, Key-man policies & documentations.

Responsible to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed.

Experience in cementing healthy relationship with the clients for generating business and accomplishing corporate goals as per the policy.

Possess excellent interpersonal, communication and analytical skills with demonstrated abilities in customer relationship management.

Responsible for issuance within a timeframe.

Utilized a consultative sales approach to sell insurance to prospective policyholders by providing rate quotes and coverage information at competitive rates.