BRANCH RELATIONSHIP OFFICER (MANAGER) - AXIS BANK LTD
(2024-11 - 2026-08)
- RTGs and NEFTs, accept the RTGs and NEFTs and salary upload form from clients, recheck the all the details mentioned on form correctly or not as per client's confirmation we process the same.
- Do the transaction on priority basis as per the clients need and inform about the transaction status to the clients.
- Every time update about the bank new products like NPS, General insurance, Life insurance, Mutual funds, Axis Direct, Government scheme etc.
- Generate the lead through while calling and inform about the product information in details and offers to the customers at the same time.
- Accepts the Cash deposits from the clients and withdrawals of cheque.
- Accept the third-party cash deposits on the behalf of declaration. and also, third party cash withdrawal as per client's confirmation as per the process guidelines.
- Maintain the E- register for the inward and outward cheques, demand drafts, and Email Dak. Send the form through courier and update in E register in BBO Portal.
- Salary upload process as per the format of the bank like GPS and bank portal.
- Good communications with customers, quickly resolving customers queries and update about the bank products like, life insurance, General insurance, Mediclaim, PPF account in details.
- Account opening process through biometric as per the process of the bank.
- Quickly work on the task assigned by the Manager. as per the time slot allotted.
- Cheque clearing on time as per the time line allocated by RBI.
- Explain the fixed deposits benefits for every client and convert the lead for KRA
Senior Accounts Manager (Deputy Manager) - Kotak Mahindra Bank
(2021-11 - 2024-08)
- Account opening process with banking profile
- Good relationship with corporate active account on time.
- Good knowledge about the cross-sale product i.e. Group insurance policy
- Mediclaim and other kotak investment Plan
- Good Coordination with corporate and update about the company new Product
- Quickly Work on Biometric Account Opening Process and Physical Work in Banking.
- Good Cross Selling Products knowledge and Prepared MIS.
- Account opening on field Process good communication with customer
- Cross sale product and Beneficial of Account Opening Process explain the product which are best for as per there requirements.
- Generating appointments and doing calls on daily basis.
- Generated new leads from field activity and actively followed up on referrals.
- Achieved sales targets on a month-by-month basis.
- Identified customers' needs and closed deals only after systematic consultation
- Customized insurance programs to suit customer needs Innovated and executed new strategies to bring profits to organization.
- Providing good service to existing clients and taking references from existing client.
CCRP Senior officer Client Relationships Partners - YES BANK LTD
(2021-02 - 2021-11)
- Acquisition of new corporate for salary accounts
- Managing and smooth activation of the new salary account
- Generating Saving Account & Demat Account lead given to the consult team
- Liaison with HR team of the corporate and providing proper resolution about the salary transfer of the employees.
- Dealing with the query of the customers related to salary accounts.
- Cross selling of the investment product of the bank.
- Cross selling of the asset product of the bank.
- Cross Selling Product, Fixed Deposit (FD), Recurring Deposit (RD)
- All Types of Loan Provided: Gold Loan (GL), Personal Loan (PL), Business Loan (BL), Home Loan (HL) etc.
- All types of Insurance General Insurance, Life Insurance, Health Insurance, Vehicle Insurance, etc.
- Interaction with clients to help them to solve the problems.
- Responsible for cold calls and generate
Sales Associate, Corporate Salary - Kotak Mahindra Bank - Mumbai
(2018-08 - 2020-08)
- Acquisition of new corporate for salary accounts
- Managing and smooth activation of the new salary account
- generating and assigning Saving Account and Demat Account leads to the consulting team will streamline their follow-up process and ensure no potential client slips through the cracks. I can set this up so the leads are properly captured, categorized, and handed off to the right team members for action.
- I can coordinate with the HR team of the corporate side to ensure employees' salary transfer issues are properly addressed and resolved, keeping communication clear and professional. This way, the HR team gets the right information and employees receive timely resolutions without confusion. Want me to handle this liaison process and provide the resolution.
- Dealing with the query of the customers related to salary accounts.
- Cross selling of the investment product of the bank.
- Cross selling of the asset product of the bank.
- Cross Selling Product, Fixed Deposit (FD), Recurring Deposit (RD)
- All Types of Loan Provided: Gold Loan (GL), Personal Loan (PL), Business Loan (BL), Home Loan (HL) etc.
- All types of Insurance General Insurance, Life Insurance, Health Insurance, Vehicle Insurance, etc.
- Interaction with clients to help them to solve the problems.
- Responsible for cold calls and generate
Associates (Mapping Analysts), Mis knowledge - IRIS BUSINESS SERVICES LIMITED
(2011-10 - 2015-11)
- Analysis the financial reports
- Reviewing the data
- Error Analysis
- Quality Check
- Uploading process
- Analyzing of Financial Statements in XBRL Process
- Part of JOB MANAGEMENT SYSTEM (JMS) Team
- Quickly work on Merrill Us Process and Maintain the data file Systematically in excel.
- Tagging and analysis the report quality check error find out.
- Knowledge of IT department with setup desktop repairs and checking system problem
