Competent Business Development professional with 5 years and more experience in banking industry
Proven leader in the banking sector with a track record of enhancing customer satisfaction and sales at Kotak Marinara Bank
Skilled in client management and sales strategies, demonstrated through successful cross-selling and stakeholder relationship building
Excelled in operations management and decision-making, boosting employee performance and client retention.
Multi-tasking Manager well-known for creating positive workplace culture and high-performing teams.
• Experienced in supervising team to achieve team goal with
self-efforts and team management skills
Overview
6
6
years of professional experience
Work History
Deputy Manager
Kotak Mahindra Bank
04.2022 - Current
Acquiring and on-boarding new clients for CASA and cross-selling the relevant products through multiple channels.
Pitching various investment products such as Life Insurance, General Insurance, Mutual Funds, etc.
based on customer’s requirement and risk profile.
Expertise in processing multiple customers requests such as opening or closing of Fixed Deposits, Recurring Deposits, Tax Payments, etc. while adhering to KYC Norms.
enhancing customer experience. Resolving all financial and process related queries from HNI thereby.
Developed strong relationships with stakeholders to facilitate smooth communication and project completion.
Enhanced employee performance by providing regular feedback, coaching, and training opportunities.
Sales Officer
HDFC Bank Ltd (HDB FINANCIAL SERVICES PVT LTD)
08.2018 - 03.2022
POS Marketing is a type of in-store promotion that happens at the point where a transaction occurs to help increase sales.
Involving in advising client on all retail banking needs including Assets and Liabilities
Delivering customer satisfaction through regular engagement with existing mapped customers and resolving customers’ queries.
Assessing key performance analytics, MIS and benchmarks
Cultivated strong relationships, establishing trust and loyalty among clients.
Managed customer inquiries and concerns with speed, efficiency and knowledgeable support.