Sanjay Kalal

• Manage a portfolio of 300+ customers with total portfolio size 63Cr.

• Build and maintain strong client relationships, ensuring high retention and satisfaction.

• Cross-sell banking products (key products like loans, deposits, investments, insurance) to achieve business targets.

• Provide financial advisory services tailored to customer needs.

• Monitor portfolio health, track inflows/outflows, and ensure compliance with banking norms.

• Handling managed account portfolio of NRI and HNI Clients
• Handling the Demat and Trade services
• Outbound sales meetings on a daily basis for sourcing fresh business - assets as well as liabilities
• Lobby management to resolve customer service issues
• Responsible for audit and compliance