KEERTHI MOHAN S

• Provided prompt support for client inquiries and transactions through attentive service.
• Processed cheque clearing for teller duties with LCC Right.
• Improved customer knowledge through clear education on banking products and options.
• Helped branch sales targets progress through team collaboration and proactive outreach.
• Kept daily cash operations accurate through careful handling and reporting.
• Identified client account fraud risks and discrepancies early, then applied corrective action as needed.
• Kept bank transactions compliant with policy and regulatory standards.
• Supported new business growth through detailed financial needs assessments and tailored product recommendations.
• Strengthened customer satisfaction through personalized banking solutions and consistent service.
• Completed deposits, withdrawals, and wire transfers with accurate transaction processing.
• Increased bank product sales through cross-selling and up-selling support.

1.customer's accounts,enrolling new customers into a plan and

managing their investments and portfolios.

2.Implement and analysis data to create daily, weekly and quarterly

reports. Generating ,maintaining day to day MIS data and keep

update the management.Lead shift of Junior associates and

monitor them as well as gave instructions to boost up their

productivity.Also provide the training and floor support for the

new joiners

3.Responsible for ensuring customer satisfaction by providing

quality service that is error free,submitted in timely manner and

communicate effectively. Generate timely and accurate reports for

analysis and presenting it to the concern department.

4.Dealing with retirement service plans for US Citizens. Managed a

portfolios of high net worth clients,providing personalized

financial solutions achieving a 95% client retention rate