Nitin Gumte

• Managed a portfolio of retail and affluent customers, providing personalized banking and investment solutions.
• Achieved business targets through acquisition of new customers and deepening relationships with existing clients.
• Cross-sold banking products Mutual Funds, Insurance and Loan products.
• Conducted financial need analysis and recommended suitable investment products based on customer goals and risk profile.
• Generated SIP, lump-sum investment, and insurance business, contributing to branch revenue growth.

• Engaged with investors to promote mutual fund sales.
• Achieved business and sales targets within the assigned territory.
• Guide clients on suitable mutual fund investment solutions based on their financial goals and risk profile.
• Generated SIP, lump-sum, and institutional investment business.
• Build and maintain strong relationships with existing and prospective clients.
• Handle investor servicing, including transactions, KYC compliance, and redemption requests.
• Coordinate with internal teams to ensure seamless customer service and operational support.
• Supported the implementation of new financial products, ensuring alignment with market trends.

• Met business targets consistently each month and year.
• Cross-sold banking products including fixed deposits, mutual funds, insurance, NPS, CASA, and loan products, enhancing customer portfolios.
• Conducted financial needs analysis and recommended suitable investment products based on customer goals and risk profile, facilitating informed financial decisions.
• Achieved monthly and annual business targets.
• Acquired new customers by actively seeking referrals and leads from existing clients.
• Provide investment and wealth management solutions based on customer requirements.
• Addressed customer queries, complaints, and service requests promptly to maintain high service standards.

Build and maintain relationships with existing and new customers.

Understand customers' financial needs and recommend suitable banking products.

Cross-sell products such as savings accounts, fixed deposits, mutual funds, insurance, loans, NPS, and credit cards.

Achieve monthly and annual business targets.

Acquire new customers and generate business through referrals and leads.

Provide investment and wealth management solutions based on customer requirements.

Handle customer queries, complaints, and service requests promptly.