KAJAL ROHATGI

• Analyzed client portfolios to identify investment opportunities and risk factors.
• Updated clients on market trends to enhance investment decision-making.
• Conducted thorough research on investment products and financial markets.
• Assisted in developing personalized financial strategies for diverse client needs.
• Collaborated with team members to prepare comprehensive financial reports.
• Led client meetings to align on goals and review investment performance.
• Managed documentation for compliance and regulatory requirements efficiently.
• Provided support in onboarding new clients and ensuring smooth transitions.
• Delivered tailored wealth management services to high net worth individuals, addressing asset allocation, retirement planning, estate planning, and tax management.

• Led regional banking operations to enhance customer satisfaction and service delivery.
• Collaborated with teams to develop and execute strategic initiatives that expanded market presence.
• Managed staff performance through ongoing training and mentorship, fostering a culture of continuous improvement.
• Facilitated communication between branches to streamline operational efficiency.
• Oversaw budget allocation for regional projects and resource management.
• Performed regular reviews of operational performance metrics against established benchmarks.
• Developed and implemented strategies to reduce costs, improve efficiency, and increase customer satisfaction in the region.
• Provided leadership to a team of sales representatives, ensuring they met all performance goals and objectives.
• Monitored regional trends and identified areas for improvement, developing actionable plans for targeted growth.

• Led strategic initiatives that increased customer engagement and satisfaction metrics.
• Developed and implemented operational policies to streamline banking processes.
• Conducted training sessions for staff on new products and services to ensure effective implementation.
• Devised and managed effective revenue generation strategies.
• Set and oversaw yearly and intermediate sales plans to achieve revenue objectives.
• Identified new markets and opportunities for growth in existing markets.
• Streamlined communication between teams to enhance operational efficiency.

• Managed daily branch operations and ensured compliance with banking regulations.
• Supervised staff and facilitated training programs for new employees.
• Developed customer service strategies to enhance client satisfaction and retention.
• Oversaw budgeting and financial planning for branch activities and initiatives.
• Implemented marketing campaigns to promote financial products and services effectively.
• Analyzed branch performance metrics to identify areas for improvement.
• Collaborated with regional management to align branch goals with company objectives.
• Resolved customer inquiries and complaints promptly to maintain positive relationships.

• Delivered personalized service to clients during face-to-face and phone interactions, enhancing overall customer experience.
• Coordinated cross-functional teams to enhance client engagement and satisfaction initiatives.
• Evaluated client feedback to identify areas for service improvement and innovation.
• Implemented strategic account management practices to optimize client retention efforts.
• Analyzed market trends to provide clients with relevant insights and recommendations.
• Created customized solutions addressing specific client needs and preferences, driving client satisfaction and loyalty.
• Mentored junior staff on effective relationship management techniques and customer service standards, fostering a culture of excellence.

• Handling a team of 40 sales person and 4 team leaders .

• Driving cross sell business of Insurance from Disbursals .

• Solely responsible for justifying the staff costing .

• Presented business performance metrics to higher management, highlighting key achievements.

Trained staff on soft skills and sales techniques.

• Maintained records of costing and profitability, ensuring financial accuracy for the unit.

• Handled – Home loans ,LAP, PL and BL.

• Analyze the file basis the creditability of the customer, credit decisioning on the file in for credit score ,business turnover and profitability in books of accounts .

• Managing call quality by barging ,providing on call feedback ,focusing on Service to Sell.

• Handling corporate queries for accounts and loans.

• Managing a team of tele callers mapped to each corporate for selling loans and providing service.

• Making action plans to help the team improve the productivity of outbound tele callers.

• Identifying specific needs of customers that provided input for product development.

• Designing different features to modify the product offered.

• Won Star performer awards 3 times.