RAKESH KHURANA

• Managed and optimized client portfolios across various financial products, ensuring alignment with their financial goals and risk appetite.
• Client Relationship Management: Expertise in building and maintaining strong client relationships to drive customer satisfaction and retention
• Sales and Business Development: Demonstrated ability to identify and pursue new business opportunities, cross-sell products and services, and meet or exceed sales targets
• Proficient in developing and implementing strategies to grow client base and increase revenue.

• Resolved client queries and complaints efficiently, maintaining high standards of customer service and retaining client loyalty.
• Developed and maintained strong relationships with clients, offering personalised banking services to enhance customer satisfaction.
• Helping clients achieve long-term financial goals through strategic portfolio management.
• Identifying opportunities for cross-selling and upselling banking products and services, such as loans, credit cards, Insurance, investments products and more based on client profile and Financial objectives.

• Proficient in building and nurturing strong relationships with existing clients while successfully onboarding new clients to expand and diversify the portfolio, ensuring long-term business growth and client retention.
• Generating leads through activities like organizing events in societies, schools, doctor meets, Aadhar camps, and utilizing customer references is an effective grassroots marketing strategy.

• Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
• Communicated directly with customers and partners to build strong business networks and relationships.
• Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
• Negotiated client contracts and agreements to cultivate profitable business transactions.
• Contacting potential customers (parents and students) to set up meetings, counsel the

students on learning pedagogies and the BYJUS personalized learning.

• Analysed financial statements and credit data to assess the financial stability of clients.
• Partner with a credit bureau or use authorized APIs to provide free CIBIL reports for customers.
• Offer personalized consultations for improving their credit health.
• Experience of working with nine different bank portfolios to manage recoveries and generate revenue highlights a strong expertise in financial operations, debt management, and client handling.