• Monitoring general banking functions entailing operation of a full service branch office, term deposits, recurring deposits, demand deposits, current accounts and saving accounts like inward / outward cheques clearance• Following the process / procedure of the bank & ensuring compliance to rules and regulations of bank including latest circulars & notifications• Supervising database of HNI Customers; ensuring adherence to the service standards of the bank and ensuring regulatory… Show more • Monitoring general banking functions entailing operation of a full service branch office, term deposits, recurring deposits, demand deposits, current accounts and saving accounts like inward / outward cheques clearance• Following the process / procedure of the bank & ensuring compliance to rules and regulations of bank including latest circulars & notifications• Supervising database of HNI Customers; ensuring adherence to the service standards of the bank and ensuring regulatory compliance• Leading, training & monitoring performance of team members to ensure efficiency in the operations• Formulating AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise• Building and maintaining healthy business relations with key clients & channel partners and ensuring maximum customer satisfaction• Ensuring adherence to processes for efficient delivery resulting in a high level of customer satisfaction and TAT• Conducting weekly/monthly reviews for outbound and as well as for inbound sales• Reviewing monthly activity calendar of outbound activities for BSM/SOs on a weekly basis• Managing cross-sell of products (i.e. sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers• Identifying leads through SFA (software used for entering the generated leads)• Planning workshops and training programs for the employees Show less

As Relationship Manager (Retail Branch Gwalior, M.P)• Identified existing branch customers who meet preferred programme criteria and flag them on the system to upgrade these customers under the preferred programme• Liaised with PB/ preferred RM to flag eligible customers form classic/ preferred portfolio• Acquired new customers who meet product criteria and flag them on the system• Interacted with the customer to build rapport and understand the profile• Directed and… Show more As Relationship Manager (Retail Branch Gwalior, M.P)• Identified existing branch customers who meet preferred programme criteria and flag them on the system to upgrade these customers under the preferred programme• Liaised with PB/ preferred RM to flag eligible customers form classic/ preferred portfolio• Acquired new customers who meet product criteria and flag them on the system• Interacted with the customer to build rapport and understand the profile• Directed and controlled the activities of the Trade Team with the objective of maximizing profit contribution by increasing wallet share from existing customers in Trade Services as well as achieved revenue and volume targets assigned to the team • Ensured that optimal levels of income generating Product Group Holding (IPGH) is reached• Assessed Band 1 and 2 customers and ensured that they are moved to Band 3 and above• Boosted values within each of the customer groups by ensuring that a/cs are activated and FDs are sold to all customers (as per profile)• Successfully built a very strong & robust department, penetrated and retained the client base by focusing on wealth and asset products; turned around the Bancassurance business Show less

As Assistant Branch Manager ,Current Accounts (Retail Branch Gwalior, M.P)• Managed Current Account Savings Account (CASA) books; ensured deepening of existing Current & Savings Accounts through cross-selling of products• Steered acquisition through direct sales to walk-in as well as referrals from walk-in customers • Improved relationship with existing customers who walk-in, through cross sell of all products and services • Organised promotions for NRI customers to ensure… Show more As Assistant Branch Manager ,Current Accounts (Retail Branch Gwalior, M.P)• Managed Current Account Savings Account (CASA) books; ensured deepening of existing Current & Savings Accounts through cross-selling of products• Steered acquisition through direct sales to walk-in as well as referrals from walk-in customers • Improved relationship with existing customers who walk-in, through cross sell of all products and services • Organised promotions for NRI customers to ensure growth in NRI Current Account Savings Accounts (CASA), time and fee incomes for the financial year• Developed business relationships with large National and International Financial Institutions, State & Central Public Sector Undertakings to increase the customer base through offering various corporate banking products, solutions & services• Attained reduction in attrition & closures by using various initiatives Show less

ICICI Bank Ltd., as Customer Service Officer (Retail Liabilities)Highlights:• Managed all transaction processes and delivery of services; provided services to existing customers and managed all aspects of customer relationships• Executed cash transactions for personal and business customers as head teller of the bank• Streamlined customer service operations, ensured customer delight by achieving delivery & quality service in the shortest possible time • Implemented quality… Show more ICICI Bank Ltd., as Customer Service Officer (Retail Liabilities)Highlights:• Managed all transaction processes and delivery of services; provided services to existing customers and managed all aspects of customer relationships• Executed cash transactions for personal and business customers as head teller of the bank• Streamlined customer service operations, ensured customer delight by achieving delivery & quality service in the shortest possible time • Implemented quality standard and initiated daily quality control efforts to ensure accuracy and consistency through out the branch Show less