Branch Relationship officer with 2year 9 months years of experience, demonstrated financial plans for individuals and organizations.
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals along with managing Compliance efficiently.
Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers.
Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.
Acquisition of New Business
Conducting day to day Banking Activities
Outlook,
MS EXCEL, MS WORD
CRM
FINACLE, SAKSHAM
REKYC
Qualified MDRT 2023
Qualified in MDRT 2.0 IN 2022
Qualified in Family Fiesta (GOA)2023
Qualified in different RNR and Compaign from Circle and Cluster Office.
Certificate of Appreciation from Different AMC's of Mutual fund like, AXIS, KOTAK, UTI, ADITYA BIRLA etc
Certificate of appreciations from Max Life
Chess
Astrology