•Account Management: Assisted customers with account activities, including deposits, withdrawals, and financial transactions. Managed High Net Worth Portfolios to drive revenue.•Enhancing Client Interactions: Provided comprehensive insights to client’s financial health and future prospects using financial reporting and forecasting.•Data Collection: Gathered financial data from various sources, ensuring its accuracy and competencies.•Client Projections: Assisted clients with projections of their financial future based on their current spending, saving and investment behaviors.•Supported Loan Applications: Developed basic financial models to assess viability of client loan applications and investment proposals.•Compliance: Ensured all transactions met Anti-money laundering (AML) and Know your Customer (KYC) standards. Kept abreast of industry regulations, maintaining strict compliance with credit policies, internal risk management protocols, and SARs policies.•Technology Utilization: Proficient in professional tools such as CRM, MS Excel, Oracle, LOS, LAG, and Tableau.•Revenue Generation & Wealth Management: Offered investment solutions aligned with clients' risk appetite, leveraging research and market analysis. Cross-sold investment products like Mutual Funds & Demat.

Client Support Service, Marketing, Data Handling using Ms-Excel and Canva

Worked on live projects, Customer Acquisition, Business Development

•Process Improvement: Identified opportunities for process improvements to streamline customer service operations and enhance efficiency.•Issue Resolution and Service Excellence: Proven track record of managing high volumes inquiries, resolving issues efficiently, and maintaining high standards of customer satisfaction. Handled escalations, proactively addressed and resolved customer enquiries and concerns.•Maintained Product Knowledge-Kept up-to-date with company products, services, policies and procedures to provide accurate and comprehensive information to clients.•Problem Solving Skills, Effective Communication, Attention to Detail, Team Management.

Revenue Generation, Team Management, Product Marketing