Apr 2021 – Present · 4 yrs 11 mos

• Team handling

May 2018 – Apr 2021 · 2 yrs 11 mos

• As a Relationship Manager

Oct 2016 – Apr 2018 · 1 yr 6 mos · daryaganj

•  I had work as an Assistant Manager (CASA, Demat A/c, Insurance, Credit Card & Loans) in Kotak Mahindra Bank Ltd, Delhi, since Oct 2016.
• Key of Responsibilities in “Kotak Mahindra Bank Ltd.”
•  Identify potential customers through company visit, database, follow up leads and telephone/personal contacts etc.
•  To generate business by selling CASA, Demat A/c Insurance, Credit Cards & Third Party products to the specified customers/segments and meet monthly sales target consequently contributing to the overall achievement of team.
•  To ensure that prospects are clearly communicated about the banks/products charges/terms & conditions.
•  To ensure ‘Know Your Customer’ requirements as prescribed by the bank are duly adhere to. All the legal and compliance guidelines provide the banks are adhere to.
•  Ensure full awareness of all policies and procedures related to operational, financial, reputational risk and comply by the same.
•  Input all leads in CRM and update the same regularly to track follow-ups and review. Preparing daily sale report and all possible leads for follow up & closure.
•  To list the new companies in the bank list in order to generate more revenue.
•  To be update on all products parameters regularly, to attend training programme, conducted and to be updated on competitor information, market developments to be in a position to recommend suggestions to the clients.
•  Adhere to the norms, regulation & practices of banks religiously and resolve customers’ queries and problems.
• Knowledge and skills
•  Ability to work under severe time pressure and yet exhibit error-free work and achieve assigned targets and service standards.
•  Consistently illustrate high levels of customer orientation and professionalism in day to day conduct and establishing strong professional relationship with clients.