PRANAV KUNDU

Working as Classic Relationship Manager handling HNI client portfolio.

➢ Wealth management for assigned customers by providing proper financial insights and offering various

investment solutions to the customer as per their requirement.

➢ Doing proper profiling of the customers and cross-sell various banking products and services as per the

profile.

➢ New client acquisition through various tools such as use of probe 42 database, MCA site, reference from existing customer base.

➢ Enhancement of the existing mapped book through regular interaction with the customers and providing best in class services to cater to their requirements as and when required.

➢ Meeting the assigned targets as per the mapped portfolio in terms of income, liability, asset numbers & values as defined by the management.

➢ Ensuring strict adherence to compliance norms as laid down by the bank.

➢ Ensuring proper and timely resolution of customer complaints and processing of customer instruction within

• Completed research, compiled data, updated spreadsheets, and produced timely reports.
• Sorted and organized files, spreadsheets, and reports.
• Interacted with customers by phone, email, or in-person to provide information.
• Maintained database systems to track and analyze operational data.
• Evaluated customer needs and feedback to drive product and service improvements.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
• Developed and maintained relationships with key internal stakeholders.
• Provided project progress updates and proposed solutions to issues.