SANJAY K S

• Regular interaction with the Bank portfolio customers , To be a one point contact for all his financial needs and services, enhancing current relationship value and wallet share which will further increase profitability of the bank.
• Look for opportunities to cross sell any other product of the bank to ensure that HDFC Bank is one stop shop & solution for all banking needs of the customer.
• High Net Worth Customers portfolio Management

(Acquiring, Enhancing, Deepening and Retention)

• Maintained up-to-date knowledge of industry trends and market conditions, providing informed guidance to clients on a regular basis.
• Monitor the Large amount of transaction and High value transaction of client bank account and update in the system on daily basis
• Ensure KYC / AML norms are adhered to at all points of time

• Established long-term relationships with clients, fostering trust and loyalty through consistent communication.
• Maintained current knowledge of market trends and investment products, advising clients on potential risks and opportunities.
• Monitored clients'' financial transactions to identify potential fraud risks and took proactive measures to protect their assets.
• Worked closely with lending officers to secure financing options tailored to individual client needs, maximizing loan approvals and customer satisfaction.