NITESH KUDTARKAR

• Managed portfolio of CASA customers, ensuring personalized service and retention.
• Acquired new CASA customers through strategic outreach initiatives.
• Facilitated sales of secured and unsecured loans to diverse clientele.
• Operated sales CRM to enhance customer relationship management efficiency.
• Provided family banking facilities tailored to portfolio customer needs.
• Cross-sale of TATA and ICICI Prudential insurance products to expand service offerings.
• Cross-sale of CARE and Chola general insurance products to enhance client protection options.

• Handling branches 4 of yes bank in Pune for yes bank Ltd
• Sale of traditional, ULIP, term plans, pension plans.
• Handling HNI clients . Address customer escalations and concerns promptly, finding effective resolutions to maintain client satisfaction and loyalty.
• Build and maintain strong relationships with key clients, strategically important partners, and insurance carriers to foster collaboration and identify business opportunities.
• Conduct training sessions on insurance products, processes, sales strategies, and compliance guidelines are updated accordingly.
• Maintaining the counter share with the competitor.
  Work on renewal data for 12, 13, 14 months cases.

• Portfolio handling of CASA customers.
• Experience in operation sales CRM.
• New customer acquisition of CASA.
• Handling Sales of Secured and unsecured loans.
• Providing family banking facilities to the portfolio customers.
• Providing information about new banking service to customers.
• Cross sale of Insurance (general and life) HDFC life, MAX life, ICICI Lombard
• Cross sale of Mutual funds.

• Privilege customer portfolio handling.
• CASA customer cross sale and acquisition
• Cross sale of Secured and unsecured loans to the portfolio customers.
• Experience in operation sales CRM.
• Cross sale of Mutual funds from ICICI direct to the portfolio customers.

• Providing FOREX and NRI customer servicing.
Providing family banking facilities to the portfolio customers.
• Insurance (general and life) from ICICI Prudential and ICICI Lombard.