Gourav Kumar

• Oversaw service delivery operations for banking products and services.
• Implemented process improvements to increase service efficiency and effectiveness.
• Analyzed customer feedback to pinpoint areas for service enhancement.
• Managed service delivery expectations to align with client needs.
• Handled officiating DBM responsibilities for four months.
• Conducted regular meetings with customers to review requirements and expectations.

• Handling the HNI customer portfolio.
• Growing the customer base on a monthly basis into the portfolio.
• Branch operations work like doing the RTGS, NEFT, cash transactions, and processing customer instructions.
• Profiling of the customer.
• Managed client relationships to ensure satisfaction and retention.
• Analyzed customer needs to recommend suitable banking products.

• Handling the portfolio of customer and guiding them for wealth growth and managing the risk associated.
• Dealing in Life insurance, MLD, NCD, Demat and Mutual Funds.
• Team Lead.

Executed cross-selling initiatives for life insurance, savings bonds, current accounts, assets, and mutual funds.

• Educated clients on digital banking tools and online transaction processes.
• Developed monthly sales reports in Excel, providing comprehensive analysis of performance.
• Generated new business leads and updated records in CRM system.
• Educated customers on diverse retail products and digital solutions to improve overall customer experience.