Neha Dantrelia

• Sales and Service: Engaged directly with customers to cross-sell insurance, provide debt consolidation, and process high-profile loans.
• Channel Management: Managed multiple sales channels, maintained trackers, and ensured coordination for optimal results.
• Credit Underwriting: Approved loan applications, ensuring adherence to product policies and compliance regulations.
• Risk Assessment: Conducted thorough risk assessments to mitigate potential financial losses.
• Cash Handling: Managed cash collection, maintained accurate records, and conducted cash audits.
• Customer Service: Delivered exceptional service, resolving customer issues within defined turnaround times.

Achievements:

• Received the highest service rating with 98% target achievement.
• Overachieved sales targets multiple times, earning acclamations and rewards.
• Facilitated branches in achieving insurance penetration targets, leading to rewards such as foreign trips.

• Customer Acquisition: Opened new savings, current, and salary accounts for resident Indians and NRIs, leveraging referrals and branch walk-ins.
• Relationship Management: Maintained regular contact with customers, resolved their issues promptly, and identified opportunities for product sales based on their needs.
• Product Cross-Selling: Successfully cross-sold high-income generating products like insurance, Forex cards, credit cards, and Demat accounts.
• Portfolio Management: Managed and grew portfolio relationships, ensuring high customer satisfaction and increased wallet share.
• Operational Duties: Handled locker operations, account openings, fixed deposit bookings, and ensured error-free deliverables.
• Regulatory Compliance: Ensured adherence to banking regulations and internal policies to maintain compliance.

Achievements:

• Achieved a target of 83% cross-sell rate in salary and saving accounts.
• Successfully opened 400 salary accounts within one month.
• Led in policy sales and high-value insurance achievements.

• Portfolio Management: Managed a portfolio of 1500 clients, providing world-class service and acting as a single point of contact for all banking needs.
• Client Acquisition: Acquired new clients to expand the portfolio and increase relationship value.
• Cross-Selling: Promoted various products including mutual funds, insurance, loans, bonds, and gold to existing clients.
• Account Activation: Ensured active engagement of newly opened accounts to maximize value build-up.
• Customer Engagement: Maintained high levels of client engagement through personalized service and proactive communication.
• Relationship Management: Delivered timely resolutions to client issues and ensured high levels of customer satisfaction.

• Acquiring New Customers: Opened new savings, current, and salary accounts for resident Indians and NRIs, leveraging referrals and branch walk-ins.
• Relationship Management: Maintained regular contact with customers, resolved their issues promptly, and identified opportunities for product sales based on their needs.
• Product Cross-Selling: Successfully cross-sold high-income generating products like insurance, Forex cards, credit cards, and Demat accounts.
• Portfolio Management: Managed and grew portfolio relationships, ensuring high customer satisfaction and increased wallet share.
• Operational Duties: Handled locker operations, account openings, fixed deposit bookings, and ensured error-free deliverables.
• Financial Advisory: Provided financial advisory services to clients, helping them make informed decisions about their banking and investment needs.
• Customer Retention: Implemented strategies to retain high-value customers and minimize attrition.

Achievements:

• Opened 400 salary accounts in one month.
• Achieved 83% cross-sell rate in salary and savings accounts.
• Successfully sold a high number of policies and achieved high-value insurance sales.