Corporate sales, Acquisition, Client Servicing.
Kotak Mahindra Bank
From March 2013
• Acquisition of Corporate Salary Accounts.
• Maintaining relationships with the department heads / contact people at a corporate level
• Liaising with major Corporates for seeking NTB relationships
• Penetration in empanelment relationships acquired.
• Ensuring salary credits in all salary accounts sourced.
• Meeting monthly sales targets for salary accounts.
• Handling key accounts.
• Cross Selling Revenue Products to the Corporates.
Pune Industrial Distributors Pvt Ltd
October 2012 - February 2013
• To full fill the customers requirement about the product.
• Building new client relationship and expanding business through them
• Liasoning between customer and the organization.
• To handle the customer queries.
• Taking customer calls, informing them about the product.
• Acquisition of new clients and servicing of existing clients
July 2010 - September 2011
• To meet & exceed all service & process related parameters as laid by the Bank. Solving customer’s queries.
• Cross Sell officer- Handling and motivating of Sales & Operations Team in Selling of Third party Products. Branch Sales Team & Operations team mapped. One point contact for the Branch Business.
• Acquisition of HNI/Platina customers and handling their investment portfolio.
• To meet & exceeding customer expectations on service levels with a clear objective of attaining advantage in cross-sell initiatives.
• Reconciliation of CMS as per banks norms
• Revenue Generation through mutual funds, life insurance, SIP’s, Gold coins, general insurance.
• Cross sell of Bank PIP Products like Life Insurance, General Insurance, Mutual fund, Gold coins etc.
• Revaluation of customer portfolio every month.
• Generating and closing leads from Branch Staff for all Cross sale Products.
• Close liasoning with Mutual Fund AMCs for customer requests and applications and maintaining proper record thereof.
• One point contact for all Revenue MIS to be sent for various contest/campaigns run at Central office or Circle level.
• Timely reporting of Mandatory Compliance reports.
• Follow up systems & Procedures laid down by the Bank and safeguard compliance, KYC norms & ALM
• Relationship Manager and one point contact for Government business & CMS customers
Qualifications & Certifications
Bachelors In Foreign Trade
MIT PUNE UNI
St Andrews High School
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