Deputy Manager
Chennai, Tamil Nadu, India
❖ Sales to the Privilege Banking Customers both New to PB segment as well as Existing PB customers. ❖ Proactively engaging with the Managed Account customers and conversions of the leads from central campaigns to the Privilege banking customers. ❖ Servicing of the PB customers visiting the branch. Servicing to include NRI and Senior citizens. ❖ Enhance customer retention through multiple product penetration of Loans, Forex, Investments, Cards& Services❖ Perform compliance, service, operations in branch and ensure all regulatory /statutory requirements (KYC, Money Laundering) are met❖ Relationship manager for more than 300 customers, including NRI clients.❖ Coordinated with teams and assisted clients in providing optimal financial advice on various bank products.❖ Providing best possible solutions to NRI customers related to remittances and investments.❖ Ensured that clients received the best available rates.❖ Monitored client’s requirements identified prospective opportunities and assisted in increasing revenue.❖ Analyzed new financial products and made purchasing recommendations.❖ Made recommendations for customers considering various banking products.❖ Contacted existing customers via email with information on new banking products.❖ Helped customers make informed investment decisions.❖ Assisted customers by offering sound financial advice.❖ Managed in- person, over- the - phone and email inquiries in a timely manner.