Siddhi Jagdale

To cross sell wealth & liability products to the banks premium Asset clients.

- Generate new business to achieve defined sales targets

- Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

- Ensure ongoing self-development.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Manage the key performance indicators at the highest level.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places

• Developed and implemented marketing strategies to increase brand awareness and reach target audiences.

• Partner with customer through their life-cycle and offer suitable product & service based on their financial needs.
• Nurture the current customer relationships while maintaining the quality of the portfolio.
• Expand and develop the customer base by on boarding new customers
• Analyze consumer needs, current market trends, and potential partnerships to offer unique and technology-driven solutions
• Formulate sales strategies, tap into cross-selling and upsell opportunities, to ensure maximum customer reach
• Offer 360-degree banking to the individual, professional and business ecosystem

• Established and maintained productive relationships with key stakeholders and decision-makers
• Handling 20 Lacs above TRV client's portfolio
• Sourcing NTB business for bank and cross selling to existing clients.
• Client services and generating asset leads

• Generating leads & references & creating a pool of investment opportunities.
• Planning and executing financial strategies for maximum business growth.
• Advising clients on various investment options
• Generating leads from open market for Demat & trading accounts, SIPs and other advisory products.
• Meeting prospect clients.
• Generating referrals from existing client for future business
• Cross selling PMS, advisory product and Mutual Funds

• Established and maintained productive relationships with key stakeholders and decision-makers.
• Handling mapped portfolio of client and cross selling.
• Sourcing NTB business in CASA for bank.
• Meeting customer and generating referrals.
• Selling Third party product (TPP)

• Calling on leads and generating prospect clients.
• Helping HDFC Bank branch for insurance cross selling.
• Meeting customer with branch RMs and generating referrals.
• Login insurance case in system

• Fixing appointment and meeting clients for selling
• Product explanation to client over the call and meeting
• Lead Generation from cold calling.
• Handling client servicing calls.