Ankit Malik

• Relationship Management with HNI customers and customer servicing.
• Wealth Management of HNI and UHNI customers.
• Need based selling of investment products .
• Cross selling of wealth and asset products.
• Handling a Book of 5 Cr. With MOM book growth of 10%.
• Following and keeping a track of bank guide lines like AML.
• Generating daily sales reports
• Handling walk-in customer queries.
• CASA acquisition and up selling.
• Marketing activities to increase branch CASA acquisitions and cross selling.

• Enhancing distribution network of kotak Mahindra life for financial products..
• Maintaining relationship with branch managers and cluster head for insurance cross sell.
• Interacting with HNI customers for financial products.
• Relationship management with internal and external stake holders of the company.
• Developing Insurance agents for effective selling.
• Interacting with channel heads for business generation.

Supervised a team of 10 sales executives, trained them, motivated them through various tactics and achieve the monthly targets through them. Timely reporting of daily business and coordinating with operations department for timely closer of the sales. handling customers quires related to the products and providing after sale services. Interacting with HNI customers for bulk business and Relationship management.