Jaspreet Kaur Bhamra

Managing a portfolio of HNI and Platinum clients worth approximately ₹60 Crore.

Managed clients' investment, insurance, and banking requirements to align with financial goals.

Acquiring new clients through relationship building and referrals.

Cultivated long-term customer relationships, driving high levels of customer satisfaction.

Providing timely service and resolving customer queries effectively.

Achieving business targets through cross-selling and upselling of banking products.

Coordinated with internal teams to enhance delivery of customer service and support.

Managed and led a team of sales executives, ensuring target achievement and overall team performance.

• Built relationships with customers and community to promote long term business growth.
• Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
• Strengthened client relationships through regular communication and effective problemsolving.
• Built and maintained strong client relationships to drive business growth.
• Created sales forecasts to target daily, monthly and yearly objectives.
• Coordinated with internal teams to ensure timely delivery of products and services, meeting client expectations.
• Attended monthly sales meetings and quarterly sales trainings.
• Conducted outbound sales calls to generate new business opportunities for the company.

• Experience in Sales. Excellent presentation skills. Handling outbound sales calls. Utilized MS Office and CRM software for data management.. Ability to negotiate and understanding of marketing skills. Demonstrated self-motivation to achieve sales targets., Committed to delivering exceptional results in sales..
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.
• Handled escalated calls, achieving satisfactory resolutions for customers and contributing to overall team success.
• Resolved customer complaints with empathy, resulting in increased loyalty. and repeat business.
• Trained new customer service representatives on company policies and best practices, enhancing team knowledge and service quality.