How we can help you: Portfolio Checkup, Goal based SIP Investments, Investment in Mutual Funds for Retirement and Tax Saving.We intend to bring in professional attitude and ethics in a field marred by short sighted unprofessional advice and mis-selling by agents, brokers and bankers who are often found short on knowledge and high on commission driven sales rather than client requirement oriented knowledgeable planned sales. This is the USP of our venture. This is what it separates us… Show more How we can help you: Portfolio Checkup, Goal based SIP Investments, Investment in Mutual Funds for Retirement and Tax Saving.We intend to bring in professional attitude and ethics in a field marred by short sighted unprofessional advice and mis-selling by agents, brokers and bankers who are often found short on knowledge and high on commission driven sales rather than client requirement oriented knowledgeable planned sales. This is the USP of our venture. This is what it separates us from the herd. Our approach is simply that we sell only those mutual funds which can be found in our own portfolio. The clients' needs comes first, i.e. before everything else. Show less

Digital Polo helps Marketing Managers improve Branding + Sales by providing Graphic Design services for a fixed monthly fee.We can do all kinds of design work like Banners, Posters, Flyers, Social Media Graphics, Website Graphics, Hand-drawings, and Illustration – Designs for both Print & Digital. Learn more about our design services @ https://www.DigitalPolo.com or email us at hello@digitalpolo.com or call us on +91-98301-57668

Branch Operations and Customer Service:• End to end responsible for branch operations – TAT, FTR, Voucher Verification, Customer Service, etc.• Management of day to day cash counter operations – Cash deposits & withdrawals, branch cash audit, etc. • Responsible for Branch Audit & Risk Monitoring – IRR, BMU & PAQ• Handling all customer complaints and requests for the branch & ensuring resolution within TAT• Ensuring digital onboarding of clients and provide training to… Show more Branch Operations and Customer Service:• End to end responsible for branch operations – TAT, FTR, Voucher Verification, Customer Service, etc.• Management of day to day cash counter operations – Cash deposits & withdrawals, branch cash audit, etc. • Responsible for Branch Audit & Risk Monitoring – IRR, BMU & PAQ• Handling all customer complaints and requests for the branch & ensuring resolution within TAT• Ensuring digital onboarding of clients and provide training to use the digital platformBusiness Development and Client Engagement:• Cross Selling of multiple products to the strong client base developed using strong relationship• Client Engagement and base deepening by marketing in-house products - ECS/ FD/ RD/ Grouping/ Cards• Business development – Retail and Corporate by sourcing CASA, Fees & Asset Products Key Learnings & Achievements • Promoted to Manager from Deputy Manager within 1 year of confirmation • Business development, Cash Management and Compliance Audit• Managing portfolio of HNI client base and customer service• Relationship management and Negotiation skills• Branch amongst the top 5 in East Zone for Account Opening (AO) TAT and First Time Right (FTR) > 95% Show less

Project on “Barriers on acquisition of customers in private clientele group and ways to overcome them using market research and competition analysis”