Goutham Raj

• Build and maintained relationships with new and existing clients while providing high level of expertise.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Monitored customer feedback and generated reports to identify areas of improvement.
• Handling wealth Clients for Portfolio management .

• Perform compliance, service and operations in branch. Generate revenue through privilege customer portfolio. Maintain good relationship with customers.

• Provide guidance and advice to the customers about the products and services offered.

• Ensuring all the service request and kyc accurately processed and completion within TAT.

• Business and service skills with understanding and knowledge of product. Create effective customer service procedures, policies, and standards.

• Analyzing EDD (Enhanced Due diligence) with all the customer.

• Managing operation activities day to day in banks.

• Asset Servicing operation such as closure of loan modification in the loan of tenure and Emi extension

• supports processing operations of retail liabilities, retail assets, cash management, achieve annual targets for branch set in AOP (Annual operative plan)

• Responsible for monitoring business, compliance and operations

• Monitor the branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and services to the customer

• supports processing operations of retail liabilities, retail assets, cash management .

• Processing Bulk Payments to corporate companies for Cash management systems .