Shalin Lichchhwi

• Managed client relationships to ensure high customer satisfaction, retention and portfolio growth.

• Developed tailored financial solutions based on individual client needs and financial objectives.

• Conducted regular client meetings to understand requirements, address concerns and provide timely updates.

• Identified cross-sell and up-sell opportunities across banking and financial products based on customer needs.

• Built strong customer relationships through active listening, effective communication and proactive service.

• Supported business growth through customer acquisition, relationship deepening and referral generation.

• Managed and nurtured relationships with preferred customers to improve
• customer satisfaction and retention.
• Identified customer needs and recommended suitable banking and
• financial products through consultative selling.
• Handled customer service requests and ensured timely resolution.
• account and transaction-related queries
• Conducted regular customer interactions to strengthen relationships and identify business opportunities.
• Achieved business objectives through cross-selling, portfolio deepening and acquisition of new customers.
• Ensured adherence to banking processes, KYC requirements and regulatory
• guidelines during customer interactions.

• Handle branch banking operations from cash management of branch to customer servicing by helping them with their various queries regarding their accounts.
• Providing remittance facilities to customers and helping them with proper use of their funds.
• Handling loan related queries.
• Cross selling of new products for both new and existing customers, provide guidance to the customers for the various products and services offered and maintain good relationship with them.
• Meet annual targets by generating revenue through privileged customers.
• Maintain relationship with existing customers.