Vishali Eswaran

• Managed and grew a portfolio of 2, 000+ retail, HNI, and SME clients, delivering customised banking and financial
solutions aligned with individual client goals.
• Consistently exceeded monthly and quarterly sales targets by 20%+ through strategic cross-selling of loans,
credit cards, mutual funds, insurance, and deposit products.
• Conducted comprehensive financial profiling and risk assessments, advising clients on suitable investment strategies
and portfolio allocation.
• Maintained 100% compliance with KYC, AML, and RBI regulatory norms across all client accounts over 2.5 years
with zero audit discrepancies.
• Generated detailed MIS reports, account performance summaries, and financial documentation for branch
management and regulatory review.
• Built a strong referral-driven client acquisition pipeline, growing the customer base while maintaining high satisfaction
and retention scores.
• Coordinated with credit, operations, audit, and back-office teams for seamless end-to-end service delivery.
• Delivered client financial education sessions, improving product awareness and boosting cross-sell conversion rates.

• Delivered premium guest experiences, sharpening communication, persuasion, and client relationship skills.

• Supported recruitment, onboarding, payroll documentation, and employee engagement initiatives.
• Maintained financial and HR records; assisted with training and development coordination.