Relationship Manager
Kotak Mahindra Bank Ltd – Go
Total years of experience :13 years, 3 Months
Over 6 Years Experience in
Client Service and Sales.
(More thank 5 years’ Experience
in the Banking Industry)
Job Profile and Responsibilities:
•Authorizer/checker for RO/SO entries
•Looking over processing of service request and account opening forms of the entire branch
•Looking over the entire operations and functioning of the branch
•Handling walk-in clients and cross selling of bank related products to them, acquiring new business
•Assisted in coordinating Audit in the branch
•Vault/ Key Custodian in the branch
•Handled cash verification and clearing operations of the branch as well
•Handled the position of Branch operation Manager on Deputation in 2 different branches for a period of 5 months and 3 months each.
NVI has been in the photographic industry for over 30 years, manufacturing photo products for consumers and pro photographers. NVI’s production facility has over 30, 000 sq. ft of precision equipment and employs 150 highly trained and qualified people who are passionate about providing world class quality at affordable prices.
They are based in Singapore and Goa, India
Job Profile and Responsibilities:
•Maintaining communication with clients through calls and emails.
•Inducting new clients (software training, product training, etc).
•Creating schemes and promotions for existing and new clients.
•Conducting surveys to ensure that the clients do not have any grievances or issues.
•Independently handling the operations relating to Retail Partners of the company.
Accenture solves clients' toughest challenges by providing unmatched services in strategy, consulting, digital, technology and operations. They partner with more than three-quarters of the Fortune Global 500, driving innovation to improve the way the world works and lives. With expertise across more than 40 industries and all business functions, they deliver transformational outcomes for a demanding new digital world.
Job Profile:
•Attending to sales and service calls relating to Motor Insurance.
•Cross selling and up selling policies
•Maintaining and sending daily reports of the calls for the day.
Retailer in wide range computer accessories. Offered internet browsing services to customers (Cyber Café). Also offered data recovery of desktops and laptops in addition to service and sales.
Job Profile:
•Counter sales of all the products offered by the firm.
•Attending to customers coming in to use the internet and helping the new users to surf the internet.
•Was actively involved in generating business by interacting with the customers.
the group's flagship company, to carry on banking business.
It offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialized subsidiaries in the areas of personal finance, investment banking, life insurance, and wealth management.
Job Profile and Responsibilities:
•Developing new and expanding existing High Net worth Customer relationships for
the branch by sourcing customers.
•Sourcing new bank customers through external individual efforts and acquisition channel.
•Cross selling bank products to existing set of Branch customers which are mapped.
•Informing customers of new products or product enhancements to further expand the banking relationship.
•Maintaining complete relationship record for assigned customer accounts.
D PROJECT IN THE FINAL YEAR
Customer relationship management in Banks. A study select banks in Goa.
An in-depth study of CRM in Banks. Project based on research and survey done with a few leading banks in Goa.
in
Moira – Goa