To work towards self improvement and growth for self as well as family, organization that I work for and the society that I live within. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
- Managing portfolio of Preferred & Imperia Banking of HDFC Bank.
- Managing good relationship with customer and help them for smooth banking, Also acquiring new current account relationship.
- Managing Trade Forex Transactions of existing customer and also acquiring new customer for Trade Business.
- Address their query and solve them on priority basis.
- Responsible to meet the sales target given by the bank from the set of customers as well as from open market/references
- Cross selling of Third Party Products like Mutual Fund, Life Insurance, Demat of other Group Company.
- Responsible for achieving client acquisition target so as to increase the revenue of the company.
- Responsible for co-ordinating and providing excellent services that resulted in retention of clients, thus maintaining an excellent rapport.
- Recruiting a team of Relationship Managers, dealers and back office coordinators. The size of team varied from 5 to 30 depending upon the policy of company at a given point of time.
- Relationship Managers are required to advise the customers about investment decisions. Dealers are required to execute orders given by customers in the stock market and Back Office Co-coordinators are required to update the customers about their margin requirements and ledger positions.
- Sales being a primary and most necessary activity, like any other branch of RSL, I was mining and maintaining our own prospective customer data through various activities such as Sales Calls, Client meetings and referrals, investment seminars etc. I was expected to meet weekly, monthly, quarterly and yearly revenue targets for my branch set by the management.
- The stock market and investment business being the most dynamic, it was very much necessary that my team remains always updated with market knowledge and the customer’s interest is protected in a best manner. I used to ensure that Relationship Managers and Dealers attend morning Research calls as well as other Conference calls organized by the Research team of RSL.
- My branch had earned the distinction of becoming ‘Zero Risk Branch’ despite having a large number of customers using leverage products.
- Portfolio and equity management.
- Building and establishing a strong customer base.
- To provide better service to the customer.
- Customer care and relationship management.
- Trained and developed a team of Executives and generate business from them for the company.
- Selling the different services offered by the Bank like saving account,
Current account, Demat account and E-Broking account.
- Trained and developed a team of executives and co-ordinating the HDFC Bank Staff, thus achieving the client acquisition target.
- Provide support to the existing clients by sending them the research reports, assisting them for demat process etc. Maintaining relationship with the customers
Team Leadership
Operations Management
Strategic Planning
Performance Management
Customer Relationship Management (CRM)
Staff Management
Cross-Functional Teamwork
Sales management
Lead Generation
Problem-Solving
Teamwork and Collaboration
Customer Service
Nism Series V-A
Nism Series V-A
IRDA