Rakesh Nayak

• Provide financial solutions to the Burgundy Customers while maintaining high service standards.
• Maintain a complete customer profile, including the risk profile, demographics, and bank assets.
• Deepen the existing relationships by cross-selling the banks products and services / third-party
products.
• Identify potential customers who can be sold tailored products to enhance product penetration.
• Acquire new customers by converting referral leads.
• Record and track all engagement activities through the Siddhi application.
• Comply with KYC/SEBI rules, regulations and legislations governing the bank.

• Working closely with the corporate banking SRMs/ RMs on existing lending relationships.
• Salary Mandate / Empanelment and sourcing salary accounts in these existing corporates.
• Cross-selling Investment and loan products.

• Responsible for the administration and efficient daily operations of a full-service branch office, including
lending, product sales, and customer service.
• Enhanced and contributed to the growth of the company through Business development.
• Achieved individual and branch sales goals through new business sales, referrals, and account
retention.
• Maintained Annual Operating Profit for the Financial year. Ensured Proper onboarding of all new
customers acquired.
• Tracked inflow and outflow of reports and, thus, daily business generation. Monitored DSR regularly.
• Mentored/guided new joiners as well as existing employees. Involved in capability building and
manpower management.

• Provided Financial solutions to the NRI customers while maintaining high service standards.
• Maintained complete customer profile, including risk profile, demographics, and bank assets.
• Enriched relationships and garnered higher wallet share through customer engagement activities.
• Deepened the existing relationships by cross-selling the banks products and services.
• Reviewed the inflows and outflows in the mapped NRI accounts.
• Identified potential customers who can be sold tailored products to enhance product penetration.
• Acquired new customers by converting referral leads generated through existing clients, NRI brokers,
stock brokers and overseas branches.

• Maintained a Daily Sales Report. Ensured quality new acquisitions of savings and current accounts for
residents and non-residents. Sale of third-party products and Asset products. Managed the benchmark
number of customers in the portfolio.Extended classic benefits to customers are based on identification
in eligibility lists.
• Ensured that all classic customers within the portfolio were contacted.
• Ensured income plans for the month and year were duly met across products.

• Managed emerging affluents/HNI Clients and cater to their financial requirements.
• Provided investment products and services based on their goals / objectives and risk appetite and
increased their wallet share. Achieved budgeted targets while maintaining a healthy product mix.