1.Partner with customers through their life-cycle and offer suitable products and services based on their financial needs.2.Nurture the current customer relationships while maintaining the quality of the portfolio.3.Expand and develop the customer base by onboarding new customers.4.Analyze consumer needs, current market trends, and potential partnerships to offer unique and technology-driven solutions.5.Collaborate and coordinate to implement different marketing strategies.6.Formulate sales strategies, tap into cross-selling and upsell opportunities, to ensure maximum customer reach.7.Collaborate with product specialists, subject matter experts, credit and service teams to ensure structured and customized solutions as per the requirement of customers.8.Offer 360-degree banking to the individual, professional and business ecosystem.9.A customer seeks insights and advice and hence superior knowledge and service are distinguishing factors of success.10.Generate new leads, identify and contact decision-makers, screen potential business opportunities, select the deals in line with strategies, and lead and facilitate pitch logistics.

- Working as a Planner my key responsibilities are to be review the various project information’s and comments that are provided by our overseas clients in terms of estimation and project planning for a diverse range of flooring material like Carpets, Rugs, LVT’s, all types of flooring carpet tiles or any types of hardwood materials projects, reflecting a dedication to quality service and attention to details.- Collaborated closely with clients to ensure seamless project execution, demonstrating exceptional teamwork and communication skills. Successfully maintained strong client relationships throughout project lifecycles.- Leveraged advanced flooring estimation software and tools to provide precise cost breakdowns, contributing to a 10% reduction in project costs.- Expertly managed ongoing and new received projects and there given timeframe, expertly prioritizing tasks and meeting tight deadlines in a fast-paced environment.- Developed and maintained project schedules, ensuring the timely completion of milestones and deliverables.- Conducted thorough analysis of project requirements and specifications provided by clients, ensuring accuracy in planning and estimation processes. And provided regular project status updates to clients, addressing any concerns or inquiries promptly to maintain transparency and client satisfaction.

- Working as a Relationship officer My responsibilities are to Educate the clients on market trends, investment strategies, and risk assessment to empower them to make informed financial decisions.- Collaborated with the research and analysis team to provide clients with timely market insights and investment recommendations.- Assisted clients in opening and managing investment accounts, ensuring compliance with regulatory requirements.- Identified cross-selling opportunities for various financial products and services, enhancing the overall client experience.- Consistently achieving monthly sales targets by promoting financial products like Online trading and Dematerialization account, Mutal Funds and Insurance policies etc., resulting in a significant increase in revenue for the firm.- Visiting corporates and business center to do the cold-calling and generates new leads. Maintaining the customer feedback data in CRM and follow ups of prospect clients to develop business.- Generates new business and referral clients in partnership with financial advisors and branch team. Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.