Vandana Arora

• Administering branch NRI portfolio of 300 customers and upscaling
liabilities business growth by 50%
• Assuring smooth digital banking and prompt services with value added
guidance to customers
• Fostering and sustaining productive customer and creating opportunities
for cross-sell and third party products like mutual funds, Life Insurance,
Asset Products etc. by providing tailored solutions
• Boosting profit for organisation by 65% revenue generation through
remittance and other traditional insurance plans along with FCNR FD
• Retaining customer by closely monitoring existing relationship and win
back the business

• Managed the portfolio of 200 customers of the branch, ensured the
monthly targets and growth of the organisation successfully
• With the rigorous and continuous follow up with existing and new
customers, outperformed the liability target with the growth of 60%
portfolio size of the branch
• Established the business from several well-known institutes and colleges
with the reference of HNI Clients

• Well Managed portfolio of the customers, reports reviewed and closely
correlated with the client reports
• Regular Interaction with the customers to arrange meetings for cross sell of
products like Accounts, Demat account, Credit card, General Insurance,
Mortgage, Gold loan, Personal Loan, Auto Loan, Life Insurance, Term Plan,
etc. and its services
• Strong recommendations to customers for long term and short-term
investment options as per clients requirement and market performance
• Added value to enhance the business and profit for organisation by
comparing existing banking system with competitors in market
• Closely monitored of clients existing loans and other liabilities to provide
more expedient rates.
Key
◦ Successfully retained a client worth 50 crores by providing excellent
customer service and additional added in 20 crores of the same
customers from competitor bank
◦ Achieved the business with ORV of 18 crores by providing the prompt and
smooth services from the established customer
◦ With the continuous follow up of 9 months successfully converted the
customer and boost the branch portfolio size with 20 crores
◦ With the strong relationship base and immediate service, convenience
the client and over-achieved year target with the growth of 60% in branch
portfolio size with 75 crores
◦ Qualified for several contests, awarded with several cash rewards and
incentives in addition to salary by achieving 70-80% targets