Saurav kumar

• Managed high-net-worth (HNI) and corporate clients, offering tailored financial solutions, resolving escalated issues, and driving customer satisfaction and retention.
• Drove sales growth by identifying new business opportunities, cross-selling banking products, and increasing account acquisitions, contributing to revenue growth.
• Assisted in preparing reports and presentations for senior management, analyzing data to provide insights on customer trends and operational performance.

Opened 80+ new accounts and achieved cross-selling targets by promoting 25+ SIPs, 40+ mutual funds, and 20+ insurance policies.

Processed 15+ retail loan applications, and resolved 60+ customer queries, ensuring high satisfaction, and timely service delivery.

Prepared 30+ reports on sales performance and customer trends, providing actionable insights to support decision-making.

Shadowed senior team members to gain hands-on experience in loan processing, wealth management, and financial advisory services.

Increased monthly revenue by 20% and improved customer retention by 30% through effective sales strategies, personalized service, and a loyalty programme.

Optimized inventory management, reducing overstocking by 15%.

Organized successful end-of-season sales, clearing 95% of old inventory through targeted discounts and promotional campaigns.