Deputy Manager
Kotak Mahindra Bank Ltd
مجموع سنوات الخبرة :8 years, 7 أشهر
Client Relations (Retail Liabilities), Ahmedabad
• Providing all Banking related services to more than 550+ retail clients (RV : 60 mn)
• Ensuring high customer satisfaction level by providing all banking operations assistance to client.
• New Client Acquisition with high value along with different cross sells of products.
• Activities for different asset disbursement products till disbursement of the loan.
• Increasing exposure of Net Banking users by educating client’s benefits for Net Banking.
• Cross-sell of investment products like Mutual Funds, Insurance, DeMat etc.
Providing all Banking related services to NRI Customers having RV INR 2.5 million and above.
Enhance Book RV by Acquiring new customers
Cross-sell of investment products like Mutual Funds, Insurance, DeMat etc.
Handling cluster of 11 Bank branches (for NR)
Revenue Generation of INR 5Lacs per month for the Bank.
Offer need based investment solutions & there by adding to the client portfolio.
Deputy Manager - Alternate Sales (Bancassurance), Ahmedabad
Key Performance :
Generating & Promoting Life Insurance business from Kotak Mahindra Bank (Channel Partner)
Offering/Selling need based insurance plans like ULIP / Endowment / Term Insurance
Influence the Channel Partner’s Sales Team, including Bank Relationship Managers, Branch Managers
& Area Managers to add Insurance to client’s portfolio.
Helping assigned branches to achieve their revenue targets & thereby achieve own sales budget.
Provide training support, drive strategies given by the upper management.
Focusing on high value client relationship and generating clean and hassle free Sales
Provide updates on competition to the sales teams.
Financial Planning Consultant - Bancassurance, Ahmedabad
Taking care of Insurance Tie-up with Centurion Bank of Punjab for its Ahmedabad Branch.
Generate Prospects Leads thru Bank clients; convert them into the sales deal.
Influence the channel partners to achieve their TPP target
Maintaining & add value to relationship with Channel Partner
Concluding all the formalities from Prospect Identification to Closing the sales deal
Provide sales MIS to the channel partners
Joined as Customer Care Executive, later promoted as Team Coach
Handling Escalated calls from Agents/Dealers
Helping Team Leader to maintain the Service Level of the floor;
Support team activity
Conducted Training Programs to Increase Product Knowledge & Quality skills of Team Members
Ensuring the achievements of Team Quality scores.
Maintaining various Teams Reports/MIS