1. Responsible for Revenue generation resulting from the sale of Working Capital Products from NTB Client's till the Turnover size of INUSD 3 Mn.2. Handling DSA / Lead Generators, Branches & Connectors for Generating New Lending Business.3. Products handled are Transaction Banking accounts, OD, Term Loans, Lease Rental Discounting, Loan Against Properties & Home Loans.4. Cross Sell to Prospective Clients like Insurance and other Bank Products Support end-to-end credit management process, submit complete loan documentation, and support credit origination for credit compliance.5. Clients handled are from varied industries viz-a-viz IT/ITES, Steel Industry, E-Commerce, Textile, Pharmaceutical, Travel and Tourism, Power Industry, Food and Beverage, Plastic and Rubber Products,Communications equipment's, and others .6. Ensure to have OPAC (Operating Account) criteria satisfied, for example, Quarterly Churning in account, Tracking HV transactions7. Ensure to digitalize all the NTB/ETB accounts of portfolio so that all clients can be activated on company's digital platform i.e Client sphere8. Manage customer centric operations and ensure customer satisfaction by achieving delivery timelines and service quality norms.9. Liaising up with Service Team to execute Day to Day Trade Transactions and remitting the same within the timelines.10. Communicate regularly with clients to understand their needs, evaluate current product use and cross-sell new products

Wealth Management:Analyzing the financial capabilities of NRI/HNI clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk & maximum return. Providing advisory services to clients, analyzing the wealth graph and making the midcourse corrections required in the current financial plan. Managing new business acquisition & relationship with HNI & NRI clients for various investment NRI products like NRE, NRO, FCNR, Mutual fund, Insurance and third party products. Customer Relationship Management:Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. Attending to investors’ concerns & complaints and undertaking steps for effectively resolving them, interacting with the customers to gather their feedback regarding the products, utilities. Maintaining excellent professional relations with clients to generate avenues for additional business. Helping clients for their day to day banking activities , ensuring regulatory and procedural compliance like KYC, AML etc.Marketing & Business Development:Managing marketing operations for various investment products thereby achieving increased sales & maximizing profits. Building brand focus , reviewing and interpreting market response to facilitate Product growth. Identifying prospective clients and suggesting best products as per the financial goal of clients. Generating business from existing clients by up selling and cross selling various wealth products.

Work ing as a EQAPromoted as a Sr. Quality analyst in Sept'10Promoted as EQA in July'11.Job Profile:Work on process improvement initiatives.Work on weekly reports / and quality communications.Handling Client calibrations and weekly client meetings.Monitor calls for the sales agent.Do cross audits and buddy audits.Analyze CSAT surveys for sales agent and deliver feedback.Projects Worked on:Lean Cadet Certified.ISO 9001-2008 Certified and worked as an auditor for internal compliance check for different process.Yellow Belt certification on the DMAIC philosophy certified, Working on a YB project.WNS Certified Trainer part time for Quality training.

Create and execute an effective call plan.Utilize reporting tools provided to achieve territorial goals.Communicate and collaborate with Marketing Manager on Goals.Build Business relationships with assigned customers.Distribute samples to only licensed practitioners, and following all sample regulations.