SUBHASH CHANDRA

Managed HNI and wealth customer portfolios with a book size of 40 crore, driving the acquisition of new HNI clients, and addressing customer issues to enhance satisfaction and retention.

• Achieved consistent month-on-month targets for CASA, Insurance, Mutual Fund, SIP, DMAT, Home Loan, and Business Loan.
• Managed budgets and financial planning, achieving cost savings without compromising on quality.
• Cultivated work environment focused on personal responsibility, continuous improvement and delivering high-quality results.
• Monitored market trends to adapt strategies, keeping the company competitive in a dynamic industry.
• Established performance metrics, driving accountability and recognising outstanding achievements.
• Facilitated negotiations with new and existing customers to secure advantageous contract terms, enhancing profit margins.
• Implemented innovative marketing strategies that increased brand awareness by 25% and drove revenue growth.

• Managed high-net-worth and wealth current account customers to optimise portfolio growth.
• Facilitated collaboration with new and existing customers to identify issues and implement solutions.
• Achieved consistent month-on-month targets for casa, PL mutual funds, SIP, DMAT, home loans, and business loans.
  Delivered enhanced results through strategic management of financial product portfolios.
  Realised significant improvements in target attainment across financial services.
• Enhanced customer satisfaction levels by 20% through the introduction of a new feedback system.
• Analysed market trends to inform strategic planning, leading to a 12% increase in market share.

• Cultivated relationships with high-net-worth individuals to enhance client portfolio and trust in wealth management services.
• Cultivated work environment focused on personal responsibility, continuous improvement and delivering high-quality results.
• Managed organisational resources to meet administrative and operational needs whilst adhering to budgetary guidelines and meeting quality and schedule demands.
• Supervised supply purchases, management and tracking in line with budgetary requirements.

• Coordinated with the manager to develop and implement policies that improved customer service standards.
• Managed organisational resources to meet administrative and operational needs whilst adhering to budgetary guidelines and meeting quality and schedule demands.

• Collaborated with team members to achieve target results.
• Assisted in acquiring new business for casa insurance and dmat sip loans.
  Supported team in outreach efforts to expand client base.
  Contributed to market research initiatives for potential business opportunities.
• Managed complaints with calm, clear communication and problem-solving.
• Maximised customer engagement and satisfaction by delivering excellent customer service.