Navedraja Pathan

ROLES AND RESPONSIBILITIES

• Driving strategic initiatives for New Business.
• Handling Portfolio of 250 Customers which are mapped to me.
• Led third party products and wealth management initiatives for the bank developing Wealth management portfolio.
• Generate new business of CASA and Fixed Deposit and expands existing ones for a wide range of financial products and services.
• Giving Service to the customers and doing cross sell of Multiple products such as Life Insurance, Health Insurance, Trade Forex Income, Loans etc

ROLES AND RESPONSIBILITIES

• Onboarding new customers for Current Account and Trade Forex Account (EXIM Account) from open market,MCA data,References from the existing clients.
• Onboarding customers For Digital platform so that they can start using account as a primary account
• Building Relationship with the customer and giving them proper services related to their accounts.
• Generate Income/Revenue for the bank by doing cross selling of the multiple products of the bank specifically Life Insurance, Trade forex Income,Credit cards,Health Insurance,Debit cards,Loans in terms of Home loan,Loan against property,Business Loan etc.
• 
  

ROLES AND RESPONSIBILITIES.

• Meet with clients to generate new business.
• Developed strong relationships with clients, resulting in increased business and referrals.
• Contributed to branch growth by identifying cross-selling opportunities and promoting suitable products to customers.
• Consistently met and exceeded sales targets by utilizing effective selling techniques, fostering long-term relationships with clients, and providing exceptional service.

ROLES AND RESPONSIBILITIES

The key accountability was to Acquire new clients for Current and Savings account around the branch catchment area/ open marketing through field visit,build relationship,build liability book and generate revenue through cross sell of various products of the bank such as Life Insurance, Health Insurance, Credit cards.