Rakshith BH

• Build and maintain strong relationships with premium customers, providing personalized banking solutions, including FDs, Mutual Funds, and Investment Plans.
• Advise clients on insurance products such as Life, Health, General, and Motor Insurance, ensuring financial security and risk coverage.
• Assist customers with digital banking services like mobile banking, internet banking, and secure online transactions for seamless banking.
• Use CRM and analytics tools to track customer portfolios, monitor transactions, and offer proactive financial guidance.
• Established rapport with new clients to increase satisfaction and loyalty.

• Help customers grow their wealth by providing guidance on FDs, Mutual Funds, Investment Plans, and Insurance (Life, Health, General, Motor) based on their financial goals.
• Assist clients in seamless banking by handling account services, loan processing, and secure digital transactions via mobile and internet banking.
• Ensure smooth financial operations by monitoring transactions in Core Banking Systems (CBS) and addressing customer concerns proactively.
• Leverage CRM tools to track customer portfolios, analyze financial needs, and provide personalized banking solutions.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.

(Promoted internally from Teleperformance – Axis Bank Process)

• Client Relationship & Advisory – Regularly engage with customers to understand their financial goals and offer tailored solutions, including Life Cover, Mutual Funds, FDs, and Insurance (Health, General, Motor).
• Digital Banking & Cross-Selling – Educate clients on using internet banking, UPI, and mobile banking while recommending suitable banking products like loans, credit cards, and investment plans.
• Portfolio Management & Retention – Monitor customer accounts using Core Banking Systems (CBS), track fund movements, and ensure regulatory compliance while enhancing customer retention.

• Processed service requests for account updates, KYC verification, transaction disputes, and card-related issues, ensuring quick resolution.
• Educated customers on banking policies and guided them in selecting suitable FDs, Mutual Funds, Insurance (Life, Health, General, Motor), and Investment Plans.
• Maintained accurate records in CRM systems, tracked customer interactions, and provided proactive support for seamless banking experiences.
• Recognized for strong performance and internally promoted to Payroll Executive at Axis Bank.