Service Manager to Business Banking Customers. As a member of Start up Team of the Bank have been a part of different projects and processes to build the bank from scratch. Work Profile:Part of the start-up team which helped in building the bank from scratch. Worked in the following areas & projects:• Sales Management Process – On-boarding & Relationship:1. Customer On-boarding process for new as well as existing customers2. Customer Engagement benchmark, protocol and… Show more Service Manager to Business Banking Customers. As a member of Start up Team of the Bank have been a part of different projects and processes to build the bank from scratch. Work Profile:Part of the start-up team which helped in building the bank from scratch. Worked in the following areas & projects:• Sales Management Process – On-boarding & Relationship:1. Customer On-boarding process for new as well as existing customers2. Customer Engagement benchmark, protocol and processes3. Relationship/RM mapping or re-mapping, process and guidelines4. Dossier – Mapping of Catchment and Micro Catchment, competition analysis etc.• Account Servicing:1. Service Operation Process – List of services2. Process/documents/channels defined• Forms and Formats:1. Scope of Work and Laundry List of Forms 2. Field Finalisation of Forms3. Terms and Conditions Finalisation to be printed on the form4. Forms Prepared for customers and tested• CRM Next System1. Process mapping2. Customer Lifecycle – Lead generation, acquisition and On-boarding3. Consumer Fields incorporation4. Implementation and Live testing (UAT environment)5. Identifying gaps in practical implementation and suggest changes• Core Banking System (CBS)1. Implementation and Live testing (UAT environment)2. Identifying gaps in practical implementation and suggest changes Show less

• Building and Maintaining and Acquiring new Long term relationships with HNI Clients.• Deepening the relationship and growing the relationship value of the existing client base.• Undertaking the Profiling of every client as per the demographic, lifestyle and risk profile so as to understand the needs and risk appetite of the customer and accordingly provide solutions and products as per their requirement.• Generating revenues by reaching out all mapped clients on a periodic basis… Show more • Building and Maintaining and Acquiring new Long term relationships with HNI Clients.• Deepening the relationship and growing the relationship value of the existing client base.• Undertaking the Profiling of every client as per the demographic, lifestyle and risk profile so as to understand the needs and risk appetite of the customer and accordingly provide solutions and products as per their requirement.• Generating revenues by reaching out all mapped clients on a periodic basis and cross selling different products to client as per the requirements.• Providing superior and seamless delivery to the mapped base.• Ensuring compliance with key regulator and Bank level requirement Show less

Customer Quality analysisRelationship Activation & RetentionBusiness Intelligence Data Promotion of Value Added ServicesCustomer profitability analysis

Customer Quality analysis• Tracking the current account for maintain the balances in accounts.• Track of current Account ANR & ENR & Current account deepening.• Analyzing the business banking data and finding the potential customers and through NTB calling & their by cross selling & generating Leads of the various bank products like Saving accounts, Home Loan, Loan against property, Insurance, Credit Cards.• Client account balance confirmation, online RTGS, NEFT payment by… Show more Customer Quality analysis• Tracking the current account for maintain the balances in accounts.• Track of current Account ANR & ENR & Current account deepening.• Analyzing the business banking data and finding the potential customers and through NTB calling & their by cross selling & generating Leads of the various bank products like Saving accounts, Home Loan, Loan against property, Insurance, Credit Cards.• Client account balance confirmation, online RTGS, NEFT payment by co-coordinating with operations team.Relationship Activation & Retention• Activation of Current accounts – Regular accounts, EXIM accounts, EEFC accounts.• Verification & confirmation of the entire document for opening the current accounts.• Account & TFX deepening & New To Bank activation.• Handling Walk- in & Calling Customers for solving the Different service issues.• Re-papering Activity for KYC process as guided by RBI.Business Intelligence Data analysis• Handling Trade transactions i.e. inward outward remittances, Bank Guarantee, .Forward contract, LC discounting.• Co-ordinating with Treasury for booking rates.• Collation and reporting of MIS related to trade and Fx.Promotion of Value Added Services• Initiating in providing services like Net banking, Doorstep services, mobile banking, E-statement etc.Customer profitability analysis• Tracking account performance and initiating closure proceedings if required. Show less