Haresh Chaudhary

Roles and Responsibilities:

• Build and nurture relationships with existing clients, understanding their financial goals, and ensuring seamless communication.
• To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.
• Working closely with branch banking teams to onboard new customers.
• Focus to continually increase the Book size and profitability of the assigned portfolio.
• To understand client business models, trade related activities, cash flows etc. and identify opportunities and grow client relationships.
• Maintaining existing customers renewals and interest servicing on timing.
• We are focusing to provide complete 360 degree banking solution to the customer.

• I am handling NR acquisition role and i am going Open market Sourcing of NRI accounts and also visit for some mapped companies and sourcing the business for the clusters and also build alliance business through referral partners.
• Acquiring Corporate And sourcing NRI accounts.
• X Sell product sourcing as per defined SOP.
• Taking care of fund credit for acquired accounts.

Roles And responsibilities

• Acquiring Corporate And sourcing salary account.
• X Sell product sourcing as per defined SOP.
• Taking care of salary credit for acquired accounts.
• My roles were of Premium Account Manager.
• Acquire new clients and increase engagement of the adjusting client by providing complete financial planning and wealth management solutions.
• Conduct Daily sales calling with prospects and identify their financial needs.
• Increase client database by meeting new clients and taking reference from the existing ones and build AUM.
• Develop solutions and suggest mutual fund schemes on the basis of their financial objects.