NITIN SAH JAGATI

• Oversee end-to-end investment requests, meticulously authorizing processing of subscription and redemption requests through Client
• Transaction Forms CTF
• Ensure stringent compliance with regulatory requirements, updating KYC flagging on external portals CVL and client accounts
• Review, process, and debit Portfolio Management Services PMS for
• High Net Worth HNI)clients
• Act as a central point of contact for training, ensuring team members are updated on new bank processes and changes
• Circulate educational materials and conduct training sessions to facilitate seamless transitions and understanding of updated processes
• Develop and implement strategies to enhance branch profitability through effective cross-selling of bank products and services
• Assume the role of back-up supervisor, ensuring seamless operations and workflow in the manager's absence
• Actively manage urgent processing of client instructions and data requirements, prioritizing and assigning tasks to the team to meet critical deadlines and satisfy immediate client needs
• A uent Cards Product Support
• Maintained friendly and professional customer interactions.
• Resolved issues impacting sales management and business operations.

• Managed affluent cards customer account relationships, ensuring seamless service delivery, complaint resolution, and effective escalation management.
• Played a pivotal role in setting up the entire service platform, including training, creating email communication and templates, customer on- boarding, and credit review/application processing
• Enhanced the onboarding, service, and operational structure for the product, resulting in seamless execution of service requests and heightened overall service productivity
• Maintained quality and accuracy from project implementation to delivery.
• Supported for creating and maintaining the industry's premier service platform for a niche clientele segment of banks'invitation-only card, launched in affiliation with VISA
• Communicated with vendors and key suppliers / service providers to customize on client needs and meet customer needs.
• Enhanced customer experience and engagement through strategic product offers and efficient query resolution
• Played a key role in the product life cycle and growth strategy team, collaborating across departments to deliver business priorities
• Developed and maintained strong client relationships, resulting in an impressive increase in customer satisfaction ratings
• Conducted in-depth analysis of customers' travel and lifestyle needs, offering tailored solutions to meet their specific requirements
• Collaborated with cross-functional teams, including marketing, finance, and customer service, to ensure the seamless delivery of services to clients
• Participated in training sessions to enhance product knowledge and sales skills.
• Tested product components to evaluate service delivery levels by our partner.
• Resolved system and customer issues by troubleshooting and providing effective solutions.

• Accountable for creating and maintaining the industry's premier service platform for a niche clientele segment of banks'invitation-only card, launched in affiliation with VISA
• Acted on client requests received via email and coordinated with clients over the phone as and when required.
• Managed various client services, including but not limited to:

- Gold bookings.

- Hotel reservations.

- Flight ticket bookings.

- Credit card requests, such as reward redemption and credit line increase.

- Validation of high-value transactions.

- Maintenance of clients' credit cards during international travel.

- Dining reservations at Michelin-starred restaurants worldwide.

- Booking of Meet & Assist services at select airports.

• Ensured the highest level of customer satisfaction by providing exceptional service and promptly resolving customer issues.
• Consistently exceeded service targets, resulting in a high client satisfaction rate.
• Successfully resolved complex issues related to high-value transactions, safeguarding the integrity of the client's financial accounts.

• Banking Executive- Sales & Service, Provided exceptional service to banking customers, resolving queries and handling client escalations to ensure timely resolutions
• Executed cross-selling of various financial products (accounts, loans, credit cards) based on client profiles to achieve sales targets
• Conducted thorough analyses of new and existing client interests, identifying potential needs for new products and services
• Consistently achieved or exceeded sales targets set by management for premium accounts, cards, personal loans, and insurance products
• Adhered to regulations governing sales practices in a complex sales environment
• Effectively stepped in as a back-up supervisor, overseeing operations and ensuring seamless workflow in the absence of the primary supervisor
• Demonstrated exceptional problem-solving skills by handling and resolving client escalations, ensuring timely resolutions, and maintaining high levels of client satisfaction.
• Settled complex or unresolved customer situations or escalated issues.
• Adhere to risk management policies to mitigate bank losses.

• Managed escalations for sales and technical troubleshooting, ensuring swift resolutions and client satisfaction
• Attained the top rank on the process floor monthly, showcasing exceptional performance
• Assisted in training new batches, significantly contributing to the growth and development of the team
• Diligently worked to achieve performance parameters set by the client, consistently meeting or exceeding expectations
• Ensured achievement of Customer Satisfaction(CSAT) and First Call
• Resolution FCR as per the set parameters.
• Approached each problem with fresh mind and analytical strategies to quickly resolve concerns.
• Spoke to customers in native language to increase loyalty and establish relationships.