Visa Consultant - Free Lancer - Lisbon Portugal (CURRENTLY FROM INDIA), Portugal
(2022-06)
- Advised clients on visa application processes and requirements, enhancing their understanding and compliance with immigration standards
- Assisted clients in preparing and submitting visa applications
- Provided guidance on immigration policies and regulations
- Conducted research on changes in visa laws and procedures
- Analyzed customer profiles to determine eligibility for visas and other travel documents
- Cultivated relationships with clients to facilitate timely processing of visa applications and improve client satisfaction
- Placed clients in skilled and unskilled positions across multiple countries, contributing to their career advancement and international opportunities
PREFERRED Relatioship Manager - HDFC BANK LTD - HYDERABAD, INDIA
(2020-09 - 2021-09)
- Managed client relationships to enhance customer satisfaction and retention
- Conducted regular reviews of client accounts for optimal service delivery
- Developed tailored financial solutions based on client needs and goals
- Collaborated with internal teams to resolve client inquiries and issues
- Facilitated workshops to educate clients on banking products and services
- Analyzed market trends to provide informed advice to clients
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills
- Supported clients throughout the sales cycle by promptly addressing inquiries, resolving issues, and ensuring timely follow-ups
NRI Relationship Manager - ICICI BANK LTD - HYDERABAD, INDIA
(2019-05 - 2020-08)
- Handling of more than 200 Mapped NRI accounts
- Assisted clients with needs and concerns, fostering stronger relationships and creating opportunities
- Acquiring and onboarding New to Bank customers vied for the reference from the existing customers and conducting the sales campaign at the potential area
- Advised clients on taxation aspects related to investments in home loans and life insurance
- Drove ERV book growth by 20% on YTD
- Documented cash inflows and outflows daily
- Reviewing the Forex documents of the customers and advising the client with the remittances
- Provided tailored solutions to NRI customers for remittances and investment options
- Generating the Secured and Unsecured asset product leads from mapped and unmapped clients
SENIOR CORPORATE AGENCY MANAGER - HDFC LIFE - HYDERABAD, INDIA
(2014-01 - 2019-04)
- Advised customers on financial options tailored to their needs
- Supported branch staff in achieving monthly and yearly sales targets
- Maintaining of Sales Diary records
- Generating the Leads for Assets and TPP
- Complete the Annexure-E weekly once
- Assisted customers with fund switching, policy alterations, renewals, and servicing
- Created financial plans for clients and monitored their progress
Client Service Manager - INDUSIND BANK LTD - MIRYALAGUDA, INDIA
(2012-01 - 2012-09)
Managed Indusind bank client base, providing portfolio switching and upselling new products to enhance client satisfaction. Achieved financial goals set by branch management. Opened savings accounts, current accounts, and term deposits. Sold gold coins, credit cards, and general insurance. Assessed client needs to recommend optimal life coverage and comprehensive financial solutions. Maintained locker operations and addressed client requests to ensure service efficiency.
- Implemented CRM systems for tracking client interactions and improving service delivery
- Collaborated with internal teams to create customized financial solutions for clients
- Managed over 300 preferred clients with a portfolio of 100cr, achieving 20% year-over-year growth in client value
- Strengthened relationships with HNI customers by assessing needs and effectively cross-selling relevant banking products and services
Financial Consultant - HDFC BANK LTD - BEGUMPET BRANCH HYDERABAD, INDIA
(2010-08 - 2012-01)
Advised clients on portfolio diversification and risk management practices. Instructed clients on financial concepts related to investing. Researched and evaluated various investments, such as stocks, bonds, mutual funds, exchange-traded funds, commodities, options, futures contracts.
- Customer need based Analysis & Financial Planning
- Generate leads for investment products in bank such as FD, RD, INSURANCE, SIP etc
- Generate sales references for liability products
- Enhanced customer satisfaction by providing attentive and personalized service
