TAPAN KUMAR BEHERA

• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Promoted financial products by maintaining excellent service offering knowledge.
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Maximized revenue through improved sales techniques and branch productivity.

• Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
• Maintained and built close relationships with customers through regular contact and visits.
• Assisted customers with opening accounts and signing up for new services.
• Educated customers about Portfolio diversifeid options and processed purchases.
• Generated new business and referral clients in partnership with financial advisors and branch team.

• Collaborated with team members to achieve target results.

• Increasing the Liability book and investments AUM portfolio size through deepening and new acquisition.

• Achieved individual and branch targets on consistent basis.
• Opening new Current and Savings account .