Banking Partner -Pioneer Banking
Generate new business to achieve defined sales targets. Build and deepen relationships with existing wealth customers to achieve an increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Ensure ongoing self-development.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Manage the key performance indicators at the highest level.
Have complete knowledge of the customer base in terms of the profile, demographics, and psychographics, as well as assets in the bank and in other places.
- Moneyedge Financial Consultancy ( November 2020 to 31st August 2024)
- Client acquisition through cold calls, society activities, call center tie-up space, and B2B channel partner enrollment for sourcing clients.
Portfolio review for existing clients
Private banking group catering to HNI & their investment
Handling channel partner vertical
strategy planning for new business & branch expansion initatives.
Presenting Moneyedge in BNI ( Business Networking international).
Represented Moneyedge as a single point of contact for reputed mnc .
Achieved month on month targets by cross selling various banking products to clients .
Managed escalations from corpoarte and individual clients.
Formulated tactics and strategies to target new potential customers within priortized markets .
Handling team of 5 members remotely fof pune & nagpur branch .
HDFC Securities Ltd (April 2019 to November 2020)
Activating client & generating revenue. crossselling insurance and loans to customer. Client meeting on weekly basis to build repo with customer .
Diversfying clients portfolio in smallcase , PMS Month on month achieving budgets
Handling client escalations
