Hemant Kumar

• Acquired and managed relationships with High-Net-Worth Individuals (HNI) and corporate clients, enhancing client satisfaction and loyalty.
• Managed HNI client portfolios totaling ₹240 Cr, ensuring optimal investment performance and client retention.
• Generated income from assets (Wholesale Business & Retail), forex, TPP, cross-sell products, and liability income, while maintaining focus on productivity and portfolio quality.

• Managed portfolio of ₹200 Cr, cultivating banking and investment relationships with clients to drive growth of liabilities and investment business from HNI segment.
• Responsible for generation of revenues through the Third-Party Products like Insurance, Mutual Funds, Online Trading, De-mat Accounts etc. through the CASA Sales Channel.
• Grew portfolio profitability by utilizing multi-channel delivery strategies, actively managing customer migration to electronic banking channels.

• Responsible for the effective hiring, training and make productive the team BSO/CSO's.
• Build the long relationship with client and solve the client’s query and win customer loyalty.
• Engaged with existing clients to identify new business opportunities.
• Ensuring complete compliance of the team on banking regulation and guidelines.

• Identified potential current and trade-forex clients to expand client base.
• Interacted with existing and prospective business banking clients to secure new bookings and sales of components.
• Identified new business opportunities through market research. and maintain their database.
• Developed relationships with customers by providing tailored information and support. with customer, providing updated information and giving best of services.

• Identified potential current account customers in open market, enhancing client acquisition.
• Maintained strong relationships with existing clients, resulting in increased referral business.
• Build the long relationship with client and solve the client’s query and win customer loyalty.
• Engaged with existing clients to identify new business opportunities.

• Sourcing of CASA and other banking products like FD, Investment, Assets

• Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.

• Interact with client on a regular basis & provide redressal to all their queries, complaints & handle all client relation.