PRAVEEN SHARMA

Nurturing corporate client relationships through continuous client engagement and risk profiling.

Dealing with exporters, importers, real estate developers, manufacturers, IT service providers, insolvency professionals, liquidators, chartered accountants, and government officials, etc.

Acquisition of a new high-value corporate client.

Dealing with entities with a turnover of up to 250 crore.

Dealing for working capital, term loan, CC, and OD facility for the entity.

Working with customers and implementing a right mix of investments and financial products that mutually benefit the customer and the organization.

Dealing in insurance products for financial protection for customers.

Dealing with general insurance products (group health insurance, marine insurance, burglary insurance , car insurance individual health insurance etc ).

Maintaining the highest service standards for servicing clients with the quickest turnaround time.

Awakening customers about digital banking products.

• Managing the portfolio of current account customers.
• Assisted clients in selecting suitable banking products, such as long-term fixed deposits from outside funds, life insurance products, general insurance products, and bank guarantees.
• Dealing for BLG, Insta OD, FD OD, and business loans etc
• Facilitated current account openings with attention to compliance guidelines.
• Educated clients on digital banking tools and online resources.
• Resolved client inquiries and issues promptly and professionally.
• Built long-term relationships with customers by providing personalized service and support.