Krupakar Kurakula

• Responsible for On-boarding of New Corporates for Salary Relationship and Handling Assigned Corporates
• Building and maintaining relationships with corporate customers
• Conducting activities to enhance business within corporates
• Planning portfolio solutions after carefully analyzing client’s financial health and future requirements
• Finding potential customers and turning them into business opportunities
• Offered friendly and efficient service to corporate customers, Handled challenging situations with ease
• Financial Advice and wealth management to the corporate customers for Health Insurance, Life Insurance, Credit Cards, and Debit Cards
• Communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products
• Accurate completion of all sales related documentation to close the sale

Undertake the credit assessment process within defined turn-around-time (TAT)

• Offering 360-degree banking solutions that meet the needs of oucustomers
• Build and offer suitable credit card to customers
• Resolve customer complaints quickly and effectively
• Forward upselling and cross-selling opportunities to the sales team
• Meeting sales targets

• Responsible for On-boarding of New Corporates for Salary Relationship and Handling Assigned Corporates
• Planning portfolio solutions after carefully analyzing client’s financial health and future requirements
• Offered friendly and efficient service to corporate customers, Handled challenging situations with ease
• Financial Advice and wealth management to the corporate customers for Health Insurance, Life Insurance, Credit Cards, and Debit Cards
• Acquiring new and referral clients in partnership with financial advisors and branch team
• Communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products
• Consistently apply all risk and due diligence policies, practices, and procedures
• Accurate completion of all sales related documentation to close the sale