SRINIVASA K V

• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Communicated regularly with portfolio clients to understand needs, evaluate current product use, and cross-sell new products.
• Responsible for achieving the salary numbers, NAV, assets, and cross-sell targets month on month.
• Managing the team of four Salas officers and making sure their productivity is met month on month.

Sourcing the new Salay account with Portfolio Corporate on a day-to-day basis.

Interacting with customers over the phone, mail, and in person to complete the documentation of KYC.

Have to achieve cross-sell targets on a monthly basis, i.e., personal loans, home loans, credit cards.

Investment products like life insurance and general insurance lead generation and closing.

• Joined Employee banking team as Business development Officer
• Job Responsibility
• - New company acquisition (NCA).
• - Sourcing Salary accounts for Corporate Employees
• - Document verification.
• - Approaching Corporate for Setup Helpdesk for Generate Leads for Assets (Personal Loan, Home Loan and Credit Cards)
• Achievements
• - Zero % Rejection
• - Achieved 140% Target month on month
• Promoted to Personal Clients Acquiring as Business Development Manager (April 2016)
• Job Responsibility
• - Handling Retail Credit Cards and Personal Loans
• - Sourcing new Credit Cards for employees holding our Salary Account
• - Sourcing NTB Cards - On Boarding New Customers to The bank from the open Market
• - Meeting corporate HR and Administrative Department for Setup helpdesk and Camps in the Office Campus Generate New Business of Bank Credit Cards and Personal Loan, home Loans
• - Solve customer escalation regarding the credit card and personal loan
• Achievements
• - Achieved Over 140% Target month on month
• - Achieved Over 200% of NSR Target Quarterly
• - Achieved Over 300% NTB Target month on month

• Job Responsibility
• - Sourcing New Home Loan, Loan against Property (LAP), Loan Improvement Loan and Personal Loan
• - Approaching to Builders for Property Documents for Approve Project under TCFSL, (CAT A, B, C & D)
• - Working Closely with Builders for Generating Lead
• - Addressing Online Leads
• Achievements
• - Achieved 100% Target month on month

• Job Responsibility
• - New company acquisition (NCA).
• - Sourcing Salary accounts for Corporate, Saving accounts and Current accounts
• - Document verification.
• - Cross selling i.e., Life Insurance, Fixed deposit, Recurring Deposit and Credit Cards.
• - Approaching for Desk in Corporate for Generate Leads for Assets (Personal Loan, Home Loan, Vehicle Loan and Credit Cards)
• Achievements
• - Zero % Rejection
• - Achieved 100% Target month on month
• - Managed Over 30 Corporate for Sales and Services

• Job Responsibility
• Communicating with Sales Promoters and Clients in varies Locations in Karnataka and Other States for payments and collecting new orders
• Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
• Streamlined sales processes for improved efficiency and customer satisfaction.

• Job Responsibility
• - Sourcing Saving accounts, Salary accounts and Family plus Accounts.
• - New company acquisition (NCA).
• - Cross selling i.e., Gold, Insurance, Fixed deposit, Recurring Deposit.
• - Attending Desk in Corporate for Generate Leads for Assets (Personal Loan, Home Loan, Vehicle Loan and Credit Cards)
• Achievements
• - Zero % Rejection
• - Achieved 100% Target month on month