Tanveer Khan

Handling a Team of 12 a people inorder to assign the target given by the management

I was Handling wealth management Portfolio , the book size 100 crore approx which includes all retail products

To maintain the customer portfolio and quality service to be delivered, to retain the customer in all the apects.
To do Upselling for old clients and to get new Buisness on board.

Acknowledging customers promptly and treating them in a courteous manner.
Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.
Assist in the analysis of customer trends to enhance sales and service management process and pre- requirements.

Sales activity planning, including reviewing existing customer files to identify sales opportunities.

Manage customer arrivals to maximize relationship building opportunities.
Improving the overall customer relationship, delivering reliable administrative support and customer service.
Maintaining a strong knowledge of products of the company