Select Relationship Manager
IndusInd Bank LTD,Ahmedabad
مجموع سنوات الخبرة :3 years, 10 أشهر
• Manage Portfolio of C.A, S.A. and F.D. given by the Bank and adding new clients in portfolio.
• Cross sell of banking products like M.F, Life Insurance, General Insurance, Lockers, FD and Asset products.
• Adding new customers in portfolio and increase size of portfolio in values.
• Managed Portfolio of Accounts and provide them assets products like Lap, PL, and HL for their requirements.
• Managing forex transactions in branch. ( Inward and outward and forex card)
• Maintain relationship with portfolio customers and given services for references.
• Adding portfolio customers from net banking and mobile banking.
Manage Portfolio of C.A, S.A. and F.D. given by the Bank.
• Cross sell of banking products like M.F, Life Insurance, General Insurance, FD and Asset products.
• Adding new customers in portfolio and increase size of portfolio in values.
• Managed Portfolio of Accounts and provide them assets products like Lap, PL, and HL for their requirements.
• Resolving queries of customers for healthy banking relationships.
• Manage Portfolio of C.A, S.A. and F.D. given by the bank and new acquisition of customers.
• Cross sell of banking products like M.F, Life Insurance, General Insurance and F.D.
• Adding new customers in portfolio and increase size of portfolio in values.
• Cemented healthy relationship with customers to sustain organizational image and achieve customer delight.
• Interacted with senior management of corporate and convinced them to open Current A/c and saving account of
their family and family members with the bank.
• Managed Portfolio of Accounts and provide them assets products like Lap, PL, and HL for their requirements.
• Managing branch operational work like Fund Transfer, RTGS, making DD, PO, and volt operations.
• Managing forex transactions of customers