JASH BAFNA

Accomplished result driven & astute sales professional who exceeds expectations in all the areas with immense experience in Leadership and Private Banking Relationship Management, Business Banking. A highly motivated individual with an established track record of successful leader, proficient in achieving revenue targets in assigned areas. proven track record of increasing business growth with high customer satisfaction rate. Motivated to bring strong relationship s and to achieve challenging initiatives for the organization, self- growth spearheading relations efforts.

• Analyze and oversee client investment portfolios, advising clients on the best course of action regarding their investments, researching the market trends and ensuring that assets are maintained or improved determines the best investment strategies and opportunities manages client investment funds and addresses questions and concerns of clients.
• Valuable leadership skills include the ability to delegate, inspire, influence and communicate effectively.
• Managing services operations for rendering and achieving quality services providing first line customer support by answering queries & resolving their issues ensuring minimum time possible. Assessing the customer feedback, evaluating areas of improvements and achieving higher customer satisfaction matrices.
• Preparing reports &other statement like presentation with the view to apprise management of the process operations and assist in the critical decision-making process.
• Develop and implement databases, maintain customer data and other MIS that optimize statistical efficiency and increase sales. Using the analytical skills to data analysis for day-to-day operations and product cross-sell new revenue generation for the organization.