Radhika Narang

Preferred Relationship Manager في HDFC Bank

• الهند
• أشغل هذه الوظيفة منذ مارس 2016

Managing HNI customers of the bank.
•Cross selling enhancing upgrading and deepening the relationship of High Net Worth customers.
•Profiling customers and provide financial products according to customer requirements.
•Ensuring high levels of customer service to the NRI clients.
•Provide financial planning and investment advise.
•Achieving Sales targets spread across Liabilities, Credit cards, Forex, Term Deposit/Fixed Deposits, Mutual funds, Life Insurance and General Insurance.
•Acquisition of HNI customers.
•One point of contact for all banking requirements for HNI customers.

NATURE OF WORK EXPERIENCE:
•AT KOTAK MAHINDRA BANK:
•Managing NRI customers of the bank.
•Cross selling enhancing upgrading and deepening the relationship of High Net Worth customers.
•Profiling customers and provide financial products according to customer requirements.
•Ensuring high levels of customer service to the NRI clients.
•Provide financial planning and investment advise.
•Achieving Sales targets spread across Liabilities, Credit cards, Forex, Term Deposit/Fixed Deposits, Mutual funds, Life Insurance and General Insurance.
•Acquisition of NRI customers.
•One point of contact for all banking requirements for NRI customers.
•AT MAX BUPA:
•Liasoning with the bank managers understanding the requirements of the client
•Suggesting them appropraite health insurance plans
•End to end servicing of the client like claim settlement.
•AT JLT INDEPENDENT INSURANCE BROKERS:
•Analysis of reinsurance contracts which includes past performance of treaty, present portfolio of the cedant and trend forecasting for the next 1 year.
•Compiliation of comparison of treaty terms.
•Making presentations about reinsurance contracts.
•Making projections for the upcoming sales targets.
•Obtained the broker’s certification license in the year 2017