SRISHTY RAJ SINGH

Serving as a BRM in KOTAK MAHINDRA BANK delivering business and fulfilling organization and customers need

1. Qualified Regional level contest in Nov 2022.

2. Key Achievements and Responsibilities:

3. Managed a portfolio of high-net-worth clients, providing

4. personalized financial advice and investment strategies.

5. Achieved a 15% increase in client satisfaction scores through proactive communication and problem resolution.

6. Conducted comprehensive financial analyses to identify investment opportunities and mitigate risks.

7. Collaborated with cross-functional teams to streamline internal processes, resulting in a 20% reduction in operational inefficiencies

8. Conducted regular training sessions for junior staff on financial products, industry trends, and compliance protocols.

9.Successfully led the implementation of a new customer relationship management (CRM) system, improving data accuracy and team collaboration.

• Cross-sold banking products such as credit cards, loans and investments.
• Serving as a PB Sales in HDFC BANK delivering business and fulfilling organization and customers need. Has given immense
• contribution in fulfilling the targets assigned.
• Cleared NISM Mutual Funds, Depository and IRDA
• Analyzed financial documents provided by customers to determine their needs.
• Processed loan applications according to established guidelines.
• Advised customers on various financial products available from the bank.