Kruutika Koli

• Identify sales opportunities for corporate salary accounts by building new relationships with corporates
• Manage business relations with existing corporate customers to increase the depth of existing relationships
• Presents investment opportunities and related analysis while pitching proposed course of action with clients
• Conduct market enhancement activities within the corporates to enhance the business
• Developing sales strategies and setting targets
• Record and track all engagement activities through the CRM system

· Reaching the targets and goals set for the area.

· Establishing, maintaining and expanding customer base.

· Servicing the needs of your existing customers.

· Increasing business opportunities through various routes to market.

· Setting sales targets for individual reps and team as a whole.

· Recruiting and training sales staff.

· Allocating areas to sales representatives.

· Developing sales strategies and setting targets.

Monitoring team's performance and motivating them to reach targets .

• Handling all banking branch banking activities and walk-in customers
• Managing existing client portfolios, keeping client plans up-to-date
• Provide services and build relationships with clients
• Advising clients on financial products and services
• Managing clients onboarding and KYC activities including opening accounts
• Cross-selling of Life Insurance, credit cards and other revenue earning products of the bank
• Sourcing high net worth individual accounts and trying to up-sell.