Sarfaraz Baig

Managed a medium-sized branch with the book size of 32 crore, oversaw daily operations, and ensured that branch functions effectively and efficiently. Improved customer experience by implementing customer-centric strategies and recommending products and services to meet their needs.

. Developed and executed strategies to increase revenue by 30% in six months.

. Managed a team of 7 employees, set clear expectations, and held staff accountable for their performance.

. Ensured compliance with all regulatory and security protocols and maintained vault cash accuracy.

. Improved staff skills by coaching, training, and conducting performance evaluations.

• Maintain long-term relationships with clients through regular communication and personalized support.
• Handle the onboarding process for new clients to ensure a smooth transition and introduction to the brand’s products or services.
• Identify opportunities to enhance the client’s experience.
• Generate additional business through cross-selling or upselling.
• Promptly and effectively address client issues by coordinating with internal teams, especially with key account managers.
• Continuously monitor client satisfaction levels by gathering feedback and conducting surveys or assessments.
• Know the competition and market trends, and develop strategies to stay ahead.
• Improve and meet sales targets through long-term customer retention.

Source new clients through networking and cold calling.

Make changes in investment strategies based on market conditions.

Providing accurate investment advice to clients; Evaluating financial reports; Managing clients' investment portfolios .

Opening an esop and demat/trading accounts for the customers and helping them in the onboarding process.

Inform clients of new investment opportunities within the stock market.