Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Mohammed Ali Khan

Mumbai

Summary

Experienced Branch Relationship Officer with a proven track record in growing branch business and managing high-net-worth client portfolios. Skilled in delivering exceptional customer service, fostering strong client relationships, and driving sales growth through effective interpersonal and communication skills. Adept at business development, identifying new opportunities to expand market presence and enhance client engagement.

Overview

7
7
years of professional experience
3
3
years of post-secondary education

Work History

Branch Relationship Officer

AXIS BANK LTD
03.2023 - 10.2024
  • Cultivated a loyal customer base through proactive service strategies, enhancing client satisfaction
  • Onboarded premium clients, supporting business development and expanding the branch's portfolio
  • Assessed customer financial needs to build trust and optimize sales opportunities
  • Acted as the primary point of contact for inquiries, providing expert assistance on products and services
  • Achieved significant sales through effective relationship management and cross-selling of financial products
  • Identified new business development opportunities to enhance market presence and drive growth
  • Played an integral role in achieving branch revenue goals by consistently meeting individual sales targets.

Teller

Citibank
Mumbai
11.2022 - 02.2023
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.

Senior Customer Service Associate

TELEPERFORMANCE
06.2022 - 10.2022
  • Reviewed reports and individual transactions to identify potential fraudulent activity and ensure account security
  • Evaluated applications and supporting documents to verify claims eligibility and accuracy
  • Recommended credit card products as a sales executive to optimize customer financial solutions and enhance their banking experience

Senior Customer Service Associate

FIRST SOURCE LIMITED
01.2019 - 10.2021
  • Managed incoming calls and emails, employing open-ended questions to accurately assess and fulfill customer needs
  • Built rapport with customers through friendly conversations to better understand and meet their individual needs
  • Assisted customers with product inquiries, located merchandise, and promoted key items to drive sales
  • Analyzed weekly and monthly sales performance reports to provide actionable recommendations for achieving sales goals
  • Coached new team members on effective service techniques, contributing to a high-quality customer experience

Senior Associate Ops

WNS
02.2018 - 01.2019
  • Answered high volumes of calls daily, enhancing customer loyalty among British customers
  • Boosted satisfaction by promptly addressing inquiries and resolving complaints
  • Provided accurate pricing information to assist customers, driving retention and sales

Education

B.B.A. - Sales and Finance

Tilak Maharashtra Vidyapeeth
Mumbai India
05.2017 - 08.2020

Skills

Strategic Planning Skills

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Timeline

Branch Relationship Officer

AXIS BANK LTD
03.2023 - 10.2024

Teller

Citibank
11.2022 - 02.2023

Senior Customer Service Associate

TELEPERFORMANCE
06.2022 - 10.2022

Senior Customer Service Associate

FIRST SOURCE LIMITED
01.2019 - 10.2021

Senior Associate Ops

WNS
02.2018 - 01.2019

B.B.A. - Sales and Finance

Tilak Maharashtra Vidyapeeth
05.2017 - 08.2020
Mohammed Ali Khan