Laithangbam George

• Managing business Retail Forex, Trade Forex business & CMS
• Driving business on Cluster's fee income target from Retail forex , Trade income & CMS.
• Pleasent experienced products are Forex card/ Multicurrency card, Outward transaction, Imports payment, LC payment Exports payment,Bank grarentee domestic & international, Inward remittance, forward contract, NRI Pro & RI pro.
• Boosted marketing, reviewed income strategies and expanded distribution/ referral channels to increase sales revenue.
• Managing all the Retail banking resources educated trained to get mine share.
• Connected all HNI customers saving & current account to have opportunity of RFR & RTFX products.

• Increased sales revenue by developing and implementing effective sales strategies.
• Revenue generation role from Trade & Forex business
• Customer service wealth HNI customers SA,CA & SENIOR CITIZEN Account.
• Main cross sell business from LI, GI,Mutual Fund, Demat account
• Served HNI customer like LC, IMPORT PAYMENT, BANK Garantee & BLG products.

• Generated new business and referral clients in partnership with financial advisors and branch team.
• Maintained knowledge on Mutual fund products and distribution to provide optimal service support.
• Financial awareness program conducted on SIP, NFO, INDEX FUND, LAMP SUM , DEBT FUNDS & EQUITY MARKET
• Regular credence with retail branch bank , IFA & Institute business
• Drived MF business on banks ICICI BANK, INDUSIND BANK, YES BANK, BANDHAN BANK & HDFC BANK many more banks

OPERATIONS WORKS FOR BRANCH

POLICY UNDERWRITING & DOCUMENTATION PROCESSING

RECEIVED CASH, CHEQUE & DEMAND DRAFT

BRANCH MANAGEMENT ALL THE REQUIRED NECESSARY THINGS.

BUSINESS HANDLED AGENCY, BANK ISSUANCE & DEFENCE CHANNEL

• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Maintained friendly and professional customer interactions.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
• Educated clients on various mutual fund options, enabling them to make informed investment decisions.
• Conducted thorough risk assessments before recommending suitable investment products to clients, protecting their interests while generating income for the firm.
• Assisted with training new hires, imparting industry knowledge and best practices for successful sales strategies.
• Drove sales growth by leveraging networking opportunities such as industry events and conferences, resulting in new connections and potential clients.
• Provided exceptional customer service, promptly addressing any concerns or inquiries from clients regarding their investments.

Sent email to client for client requested from Aditiya birla money email (abml.care@aditiyabirla.com)

Managing pan India branches group as BHC (Branch helpdesk)

Resolved the customer query through telephonic.

Customer Serviced at Aditya Birla Money Branches & HNI client through telephonic.

Clear the doubt for process related, account related, Statement, Profit & Loss to client.

Daily activities for ICF (Instant customer feedback) call done.

Back end process for Vitality healthcare United Kingdom.

Invoice process & Claim Process team for Vitality Healthcare UK

Invoice payment for healthcare payment

Claim assessment

Invoice underwriting process