SHALINI PRASAD

• Handled branch with GL size of 300crs+.
• Ensured smooth functioning of branch with minimum escalations and adherence of all the process.
• Monitored performance of team members against defined parameters and taking corrective action as and when required.
• Ensured all the revenue parameters are met by cross selling third party products like Life insurance, General Insurance, Asset product (Consumer & Commercial) and Trade Forex.
• Ensured that scrutiny and safe keeping of all important reports, documents as per audit requirements and branch audit was satisfactory.

ACHIEVEMENTS

• Ensured internal audit rating from 3 star to 4 star
• Regional award for LI & MF products in ICICI Bank.
• Qualified for best branch for asset products in FY 2024.
• Received award from state head for best performance in incremental TMIB.
  

• Managed a book size of 150cr and customer base of 300.
• Built the wealth business by acquiring new relationships & nurturing existing relationships for achievement of long term business objectives and client servicing.
• Was responsible for flawless customer service, controlling complaints/escalations to senior management and other regulatory authorities.
• Handled portfolio of top HNI customers of Indore city.

ACHIEVEMENTS

• Top WM in terms of client contactibility i.e 95% above.
• Top WM to generate operating profit of more than 10lacs per month.
• Only WM to be promoted as BM of retail banking group.
  

• Recognized for strong client conversion.