With a focus on expanding corporate outreach, I excelled in sourcing new salary accounts from our existing corporate clientele, consistently meeting and surpassing New to Bank (NTB) targets. My role extended beyond acquisition, involving active engagement with corporate employees and customers to discern their wealth needs. Maintaining a commitment to quality, I ensured that all sourcing activities adhered to stringent benchmarks, meeting performance thresholds.In my pursuit of… Show more With a focus on expanding corporate outreach, I excelled in sourcing new salary accounts from our existing corporate clientele, consistently meeting and surpassing New to Bank (NTB) targets. My role extended beyond acquisition, involving active engagement with corporate employees and customers to discern their wealth needs. Maintaining a commitment to quality, I ensured that all sourcing activities adhered to stringent benchmarks, meeting performance thresholds.In my pursuit of delivering fair outcomes for customers, I prioritized ethical conduct, upholding the orderly and transparent operation of financial markets. Compliance was a cornerstone of my responsibilities, with a dedicated focus on ensuring that the Know Your Customer (KYC) and Anti-Money Laundering (AML) norms of the bank were meticulously followed. This multifaceted approach enabled me to contribute not only to the growth of the customer base but also to the overall integrity and compliance standards of the institution. Show less

I play a pivotal role in credit card sales, offering a tailored approach to clients' financial needs. Beyond merely facilitating transactions, I delve into understanding customers' personal requirements, providing informed recommendations on credit cards and personal loans that align seamlessly with their financial goals. This personalized approach not only enhances customer satisfaction but also contributes to the overall growth of the bank.My responsibilities extend beyond individual… Show more I play a pivotal role in credit card sales, offering a tailored approach to clients' financial needs. Beyond merely facilitating transactions, I delve into understanding customers' personal requirements, providing informed recommendations on credit cards and personal loans that align seamlessly with their financial goals. This personalized approach not only enhances customer satisfaction but also contributes to the overall growth of the bank.My responsibilities extend beyond individual customers to encompass fostering robust relationships with both individual clients and corporate entities. I prioritize maintaining a positive rapport, ensuring that clients feel valued and supported throughout their financial journey. Proactively engaging with corporate clients, I generate business through strategic corporate activities, tapping into new opportunities for credit card sales and personal loans.Throughout my tenure, I've been dedicated to upholding the highest standards of customer service and satisfaction. This involves not only meeting but exceeding sales targets by understanding and addressing the unique financial needs of each client. By consistently delivering on these fronts, I contribute to the success of HSBC Bank and reinforce its reputation as a customer-centric financial institution. Show less

• As Platinum Ambassador, I'm assigned to deal with HNI customers and enroll them with American Express Platinum Cards and Services.• Represent the Plat Charge Card - Metallic Card, the top most card of AMEX, with HNI clients.Deals with both Self Employed professional & Salaried clients in India.• Assess the customers' needs and determine the right products and refer appropriately. Develop and enhance relationship with customers.