Krishna Kant Sharma

Managing the High Net Worth customers of the Bank

• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships
• Profiling Customers and provide financial products to meet customer needsEnsuring the highest levels of service to the High Net Worth customers
• Providing financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers in the Branch
• Acquisition & Servicing of High Net Worth customers Achieved sales targets consistently by building strong referral networks within the bank's customer base.
• Collaborated with colleagues across departments to develop tailored wealth management strategies for diverse clientele.
• Assisted clients in setting realistic financial goals, developing detailed plans to achieve desired outcomes.
• Developed strong rapport with clients by fostering trust, displaying empathy, and demonstrating commitment to their success.

• Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.
• Ensures high levels of customer service orientation and application of bank policy.
• Cross sells existing bank products to customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide seamless access to other products.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times for customer satisfaction

• Customer Service: Create service excellence by partnering with customers through their life cycle and offering suitable products and services based on their financial needs while being fair to the customer and fair to the bank in all engagements.
• Business Development: Ensuring a growth in wallet share of existing customers and on boarding new customers by offering 360-degree banking solutions that meet the needs of our customers
• Champion 360-degree banking: Offer products based on customer needs in collaboration with other internal teams in the bank for suitable product offerings.
• Enhance the portfolio quality: Work towards enhancing customer portfolio within the philosophy of Fair to the Bank, Fair to the Customer
• Customized solutions: As per branch guidelines. Upkeep and maintaining of the branch. Ensure availability of necessary infrastructure in the branch
• Behold the values: Offer products that are fair to our customers and fair to the Bank

• Sourcing Mortgage i.e., Purchase, LAP, P+C, Renovation, Extension, Improvement of Plot, Duplex, Flat, House etc, funding only on Resale Property
• Handling and Deals with customer’s query and provide Loan with Protection i.e., Insurance on Property Loan
• Maintaining and developing relationship with BSA and Sources and providing better services to Existing customer.