Mamta Rathod

• Managed and drove insurance business across 8-13 bank branches in Branch Banking Channel
• Sold Health, Fire, Marine, Corporate & Industrial Insurance to bank customers
• Coordinated with branch teams to generate cross-sell leads and improve productivity
• Consistently achieved and exceeded monthly sales targets (GWP)

• Managed diversified portfolio of HNI & retail customers ensuring high retention and satisfaction
• Handled end-to-end banking operations: account servicing, transactions, service requests
• Cross-sold CASA, FD, OD, Personal Loan, Home Loan, Credit Cards, SIP, Mutual Funds, Demat, Life Insurance
• Consistently achieved revenue and sales targets; built strong long-term customer relationships

• Handled high-volume inbound & outbound customer calls for banking operations and query resolution
• Resolved customer queries on accounts, transactions, KYC, and banking services efficiently
• Cross-sold Personal Loan, Home Loan, Credit Cards, SIP, Mutual Funds, Demat, Life Insurance, FD, OD
• Achieved monthly sales targets through structured cross-selling and need-based recommendations
• Maintained high CSAT scores through prompt, accurate service delivery