Pooja Singh

• Ensuring portfolio quality by regularly engaging with each mapped relationship & maintaining the desired relationship values.
• Worked with over more than 300+ HNI Clients and worked under one of the Best Managers.
• Managing the banking & investments relationship of clients & responsible for overall growth of Liabilities & Investment business from HNI segment.
• Building & maintaining relationships with high-value clients, including individuals, businesses, & organizations.
• Understanding clients' financial needs & goals & providing tailored banking solutions & advice.
• Actively promoting & cross-selling various banking products & services to clients through All types of A/cs & Credit Cards, Investment products, Home Loan, LAP, OD, CC, DOD, Business Loan, Personal Loan, ext. which are driving by the Bank to generate revenues for the bank.
• Conducting financial analysis & risk assessments to evaluate the creditworthiness of clients.
• Driving revenue business to generate fee income through products like mutual funds, investments & insurance.
• Maintaining relationship pricing across all the Banking products.
• Effectively onboard the business from CAs, Tax Consultants & developers into the Mortgage segments.
• Ability to drive Business followed by Login, Sanction & disbursement in the given deadline by achieving monthly & annual objectives in terms of required sales target & revenues.
• To liaise with respective teams by monitoring customer's preferences.
• Retained existing customers & substantially grew customer base, product line & sales volume.
• Indirectly Managing a Team of Branch RMs to generate revenues for the Bank.
• Achieving the Business targets assigned in terms of cross selling of third-party banking products.

Achievements & Qualification:-

• 2026 - Qualified Domestic Trip for Aarohan demat contest 2.0.
• 2025 - Qualified for Germany MDRT life insurance with 32 lacs WPC.
• 2025 - Qualified for Champions Rally with 20 Lacs WPC.
• 2025 - Qualified Domestic Trip for Aarohan demat contest.
• 2024 - Qualified Domestic Trip for LI 26 lacs WPC.
• 2024 - Qualified International Trip for higher TFX Income.

• Bringing New Business by searching new customers.
• Generate & follow up on leads, schedule appointments, identify client needs, & market appropriate products.
• Close the sale with current prospective customers.
• Meet new business production goals & objectives.
• Acquisition of HNI, Corporate & retail clients for the Business.
• Inform customers of new products or product enhancements to further expand the relationship.
• Responsible for building & deepening of relationship with existing Mapped clients.
• Regular meeting the existing base of customers & ensuring high level of service delivery.
• Looking after form processing, managing deliverables of the organization.

Achievements & Qualification:-

• 2022 - Qualified International Trip for Achieving Triumph.

• Bringing new business by searching new customers.
• Generate and follow up on leads, schedule appointments, identify client needs, and market appropriate products.
• Close the sale with current prospective customers.
• Meet new business production goals and objectives.
• Acquisition of HNI, Corporate and retail clients for the Business.
• Inform customers of new products or product enhancements to further expand the relationship.
• Responsible for building and deepening of relationship with existing Mapped clients.
• Regular meeting the existing base of customers and ensuring high level of service delivery.
• Looking after form processing, managing deliverables of the organization.

• Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
• Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
• Driving revenue business to generate fee income through products like mutual funds, investments and insurance.
• Maintaining relationship pricing across all the Banking products.
• Focusing on service through sales and cross sales of Credit Cards and Insurance other banking products.
• Managing the High Net Worth customers of the organization with excellent capability of building Relationship and customer engagement.
• Achieving the Business targets assigned in terms of cross selling of third-party banking products.
• One point contact for all requirements of High Net Worth customers.

Achievements & Qualification:-

• 2018 - Qualified for Goa Trip for 20 LI