84, Shree Brindavana, 2nd floor, 4th Cross, Shubash Nagar, Bhattarahalli, K R Puram, Bangalore
Summary
To work in a challenging and creative environment& efficiently utilize my skills to contribute towards the goal of the organization besides gaining as much knowledge as possible & contribute my best to the company to achieve its goal.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Manager - Aquisition
IDFC First Bank Ltd
Bangalore
09.2021 - Current
To acquire and onboard new customers every month to increase the sales.
Focusing on CASA numbers and values, term deposits. And cross sell credit cards.
Managed retail assets products like Personal loan, Gold loan, Home loan, LAP, Etc.
Cross selling of Life Insurance and General Insurance.
Drive product penetration across the products, Like wealth management.
Advised customers on mutual funds and Investment options based on risk profile and financial goals.
Promoted SIP's and lumpsum investments, and wealth management products.
Assisted clients to portfolio diversification and investment planning.
Served as a backup teller schedule and oversees the work of tellers to ensure operations during the business hours.