HIMANSHU MHATRE

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

• · Wealth Management for a Portfolio of Priority Group customers whose TRV is 15 Lacs or above.
• · Maintaining complete customer profile including the risk profile, demographics and assets in the bank
• · Enrich relationships and garner higher wallet share through customer engagement activities
• · Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products

• Complete life cycle management of the customer ( acquisition, on-boarding, portfolio, activation and attrition management)
• Enhance trade revenue by increasing penetration (wallet share) of existing trade customers
• Acquisition of new trade and high value liability customers.

· To enrich the customer relationship and enhance customer banking experience and delight.

· Managing Operations like A/C opening, Fixed Deposit, Lockers, Forex transaction, Remittance inward/outward, etc.

· Generation of referrals from internal database.

· Customer acquisition & cross sell to walk in customers

· Enhance the value of existing accounts of Current & Savings account customers. Retention of accounts.

· Managed in-person over-the-phone and email inquiries in a timely manner.

· Helped customers make informed investment decisions

· Ensured that all bank transactions remained confidential.

• Management of Trade & High Value SME customers for their Business Banking requirements
• Complete life cycle management of the customer ( acquisition, on-boarding, portfolio, activation and attrition management)
• Enhance trade revenue by increasing penetration (wallet share) of existing trade customers
• Acquisition of new trade and high value liability customers.

· Generation of referrals from internal database.

· Managing Operations like A/C opening, Fixed Deposit, Lockers, Forex transaction, Remittance inward/outward, etc.

· Customer acquisition & cross sell to walk in customers

· Enhance the value of existing accounts of Current & Savings account customers. Retention of accounts.

· Managed in-person over-the-phone and email inquiries in a timely manner.

· Helped customers make informed investment decisions

· Ensured that all bank transactions remained confidential.

• · Team leading profile with the team size of 14 .
• · New acquisition from open market.
• · Savings & current acquisition for branch.
• · Winner of casa cup 2011