Priyanka Singh

Acquire new clients through leads and family accounts grouping
Grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base
Sell assets, wealth & other products (bank and third party) to enhance revenue per client
Provide service to clients covering all their banking needs including bank/3rd party products
Increase the bank and third-party product holding of the mapped client
Meet/call mapped clients for client servicing needs and new products cross-sell
Actively participate in driving campaigns conducted across liability and other products
Conform to the processes of the bank and have a high focus on compliance

Role & Responsibilities

∙ Provide financial solutions to the NRI customers while maintaining high service standards. ∙ Maintain complete customer profile including the risk profile, demographics, and assets in the bank. ∙ Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.

∙ Enrich relationships through customer engagement activities.

∙ Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products.

∙ Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India. ∙ Identify potential customers who can be sold tailored products to enhance product penetration. ∙ Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches.

∙ Achieve targets as assigned by the organization on a monthly basis.

∙ Record and track all engagement activities through the CRM system.

∙ Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

Role & Responsibilities:

∙ Managing the High Net Worth customers of the Bank.

∙ Achieving the Business targets assigned in terms of cross selling, enhancing, and upgrading the High Net Worth relationships.

∙ Profiling Customers and provide financial products to meet customer needs

∙ Ensuring the highest levels of service to the High Net Worth customers

∙ Providing financial planning & Investment Advise

∙ Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. ∙ One point contact for all requirements of High Net Worth customers in the Branch ∙ Acquisition & Servicing of High Net Worth customers.

Role & Responsibilities:

∙ Maintained Knowledge on banking products and distribution to provide optimal service support. ∙

Coordinate with teams and assist clients in providing optimal financial advice on various banking products. ∙ Monitored client requirements, identified prospective opportunities, and assisted in increasing revenue. ∙ Handling NRI segment and managing the book size of 230 Cr.

∙ Increase customer engagement through cross- selling investment products like NRE FDs, FCNR FDs and other non-investment products like Forex, Remittances, Loans and many more.

∙ Developed and maintained bank revenue goals.

∙ Managed all product inquiries for clients and provided direct and indirect solutions.