• Engage in direct discussions with clients to gain insight into their individual and corporate objectives, recommend appropriate solutions, and generate strategic financial forecasts.• Conduct client consultations to gather requirements and develop comprehensive four-quadrant plans encompassing cash management, credit management, investment solutions, and wealth protection.• Cross-selling financial products and services based on customer needs in accordance with bank's program… Show more • Engage in direct discussions with clients to gain insight into their individual and corporate objectives, recommend appropriate solutions, and generate strategic financial forecasts.• Conduct client consultations to gather requirements and develop comprehensive four-quadrant plans encompassing cash management, credit management, investment solutions, and wealth protection.• Cross-selling financial products and services based on customer needs in accordance with bank's program standards.• Foster relationships with new and existing customers through excellent customer service skills.• Responsible for making outbound/inbound calls to clients listed on core portfolio in order to book the appointments to perform financial reviews.• Ensure timely completion of KYC process for clients investing in mutual funds. Show less

• Identified opportunities for upselling additional products or services based on customer needs.• Developed positive relationships with customers through friendly interactions.• Answered customer inquiries and provided accurate information regarding products and services.• Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.• Developed strong relationships with customers by providing personalized assistance and support.

• Managed day-to-day operations of the department including scheduling tasks and assigning duties.• Ensured compliance with company policies and procedures related to project management activities.• Created and maintained accurate records of departmental activities, including budgets, personnel documents and project timelines.• Facilitated communication between different departments in order to resolve issues quickly.