Amit Kumar Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

As Priority Banking Relationship Manager (PBRM)** at Axis Bank I am responsible for managing and enhancing the bank's relationship with high-net-worth individuals (HNWIs) and priority customers. Here’s a more detailed description of my role:1. Client Relationship Management: We as PBRMs are tasked with managing and deepening relationships with existing priority customers, identifying their financial needs, and providing customized banking solutions.2. **Sales and Business Development**: We focus on cross-selling various banking products like savings accounts, fixed deposits, insurance, loans, and investment products to enhance the bank’s portfolio. We also work on acquiring new high-net-worth clients.3. **Financial Advisory and Wealth Management**:We as a PBRMs often serve as advisors, offering tailored investment advice and wealth management services to clients. They analyze market trends and provide clients with insights to help them make informed decisions.4. **Customer Service and Retention**: Ensuring a high level of service quality to priority customers, handling queries, resolving issues promptly, and maintaining a high customer satisfaction rate is crucial.5. **Compliance and Risk Management**: As a Pbrm we are suppose to adhere to banking regulations and compliance standards. Monitoring transactions to prevent fraud and ensuring all processes are within regulatory guidelines.6. **Coordination with Internal Teams**: PBRMs often collaborate with various departments, such as operations, product, and risk teams, to ensure a seamless banking experience for clients.Overall, the role of a PBRM at Axis Bank revolves around maintaining strong client relationships, driving sales, offering financial advice, and ensuring excellent customer service to priority banking customers.

Bengaluru, Karnataka, India

As a Deputy Manager at Aditya Birla Health Insurance was typically responsible for overseeing various functions related to sales, operations, customer service, and business development within the organization. Here is a general overview of the key responsibilities:1. **Sales and Business Development:** - Driving sales by developing and implementing strategies to acquire new clients and retain existing ones. - Working closely with sales teams and channel partners to achieve business targets and increase market penetration. - Identifying new market opportunities, conducting market research, and devising effective sales plans.### 2. **Operations Management:** - Ensuring smooth operations in policy issuance, underwriting, claims processing, and renewals. - Coordinating with different departments to streamline processes and improve efficiency. - Managing and monitoring service level agreements (SLAs) and turnaround times (TATs) to ensure prompt service delivery.### 3. **Customer Service and Retention:** - Managing customer service operations, handling escalations, and resolving customer complaints. - Ensuring high levels of customer satisfaction and maintaining strong relationships with key clients. - Implementing retention strategies to reduce churn and improve policy renewals.

Bengaluru, Karnataka, India

BUILDING AND SCALING

Bengaluru, Karnataka, India

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