Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Continuously monitor competitors and research market conditions to stay responsive and successful in dynamic environments. Persuasive negotiation and program management abilities.
● Handling a portfolio of investment namely life insurance, Mutual funds, SIP, with a team of VB, PBRM and Senior lead PB.
● Meeting High Profile and corporate customers for closing bigger prospects.
● Identifying market opportunities, developing business cases and offering successful product/services. • Managing customer centric operations and ensuring customer satisfaction by achieving delivery timelines and service quality norms.
● Holds the responsibility of Training and Development of Team and new joining.
● Efficiently handling & supervising Channel Partner.
● Identifying the gap of Channel partner and provide necessary training and updates in compliance.
● Over achieving banking revenue targets.
Client Servicing:
● Mapping client's requirements & providing them with best solutions to suit their needs.
● Enhancing existing relationship value.
● Coordinating with Branch staffs to achieve business targets set by driving employee activation for business generation.
● Ensuring the high standards of customer service in the branch.
● Tracking & resolving of escalated queries off the frontend desks.
● Make recommendations and suggestions on the investments that the customer needs to make based his profile (NRI and INDIAN).
Rapport and relationship building
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