Leema Rose
Banker
Chennai,TN
Summary
To initiate and preserve in all endeavors with an inner drive to succeed in the banking field.
Punctual Deputy Manager looking to obtain a position where outstanding communication and problem-solving talents can be fully utilized. Positive, ambitious and motivational. Proven background in providing supervision and development opportunities to associates.
Overview
1
1
Certification
Work History
Deputy Manager
ICICI BANK LTD
09.2019
ICICI BANK, National Institute of Securities
01.2019
- Privilege Banking Unit
- Working as part of privilege & wealth customer relationship management team and reporting to unit/cluster managers towards valuable services and business statistics of our portfolio customers on daily basis
- Our work is to initiate/attend calls of our portfolio privilege banking/wealth management sector to review their periodical banking requirements to fulfill services and product establishments accordingly
- Intimating dashboard offers existence towards customer’s accounts and assists to deliver the products as per requirements
- Periodical reviews on highly profiled customers for assisting cash maintenance in their accounts to acquire benefits such as investing funds in Term deposits, Mutual funds and Trading Platforms via
- Demat account to yield high returns on investments
- Monitoring accounts and timely intimations to customers for managing their monthly average balances, payments on loans, credit card bills respectively
- Opportunity reports will receive on weekly basis with respect to customer’s account financial statistics and business/service calls will be initiate to them for delivering products and service assurances respectively
- Established credibility in creating relationships with customers through portfolio management coupled with proven capability in managing customer centric banking operations while adhering to KYC guidelines
- Handling queries and escalations on liabilities, credit card transaction disputes, chargeback related escalations
- Enhancing service quality in customer requirements to maintain CASA books properly and increase revenue to our bank via our platform
- Ensuring customer satisfaction by achieving delivery and service quality norms
- Focus on achieving net promoter score enhancement with respect to query handled, product pitching, resolving customer issues and feedback on services
- PRODUCT EXPERTISATION:
- Liability
- Credit Card Operations
- Asset (personal, Auto, mortgage loans)
- Authorized Investments advices
- Authorized Insurance advices, IRDAI – 2019 (Insurance Regulatory and Development Authority)
- NISM –, Market)
- WORK ACHEIVEMENTS, Awarded as Achiever in all India level general insurance business competition 2021
- Achiever Award on excellent proficiency in delivering Life insurance products on monthly basis
- Awarded as outstanding performer in opening trading accounts
- Awarded as outstanding performer in advices on creating systematic/Lump-sum plans at mutual funds associated with us.
Education
Post - undefined
M.B.A - FINANCE & MARKETING
K RAMAKRISHNA COLLEGE OF ENGINEERING, Anna University
B.E - computer science
BHARATH UNIVERSITY” (Deemed University)
Matriculation - undefined
Board St. John’s Matriculation Higher Secondary School
SSLC - undefined
Metric
Skills
Sustaining customer relationshipsundefined
Accomplishments
- FATHER’S NAME : Late Mr
Certification
24TH AUGUST 1993
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Deputy Manager
ICICI BANK LTD
09.2019
ICICI BANK, National Institute of Securities
01.2019
Post - undefined
M.B.A - FINANCE & MARKETING
K RAMAKRISHNA COLLEGE OF ENGINEERING, Anna University
B.E - computer science
BHARATH UNIVERSITY” (Deemed University)
Matriculation - undefined
Board St. John’s Matriculation Higher Secondary School
SSLC - undefined
Metric
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