Priyanka Agarwal Email & Phone Number

Mumbai, Mh, In

Kolkata, West Bengal, India

Kolkata, West Bengal, India

Kolkata, West Bengal, India

Kolkata Area, India

 Dual specialised MBA : Finance & Marketing , NISM & IRDA Certified with 6 and a half yrs of hand on experience in Bank and NBFI fraternity, managing diverse range of financial products covering both Asset and Liability sector constellation. Forte in excellent relationship building with clients, discreet negotiation skills, Cross-selling through continuous client engagement, establishing lasting banking relationship and wholesome nourishment of HNI + key relationships, securing strategic… Show more  Dual specialised MBA : Finance & Marketing , NISM & IRDA Certified with 6 and a half yrs of hand on experience in Bank and NBFI fraternity, managing diverse range of financial products covering both Asset and Liability sector constellation. Forte in excellent relationship building with clients, discreet negotiation skills, Cross-selling through continuous client engagement, establishing lasting banking relationship and wholesome nourishment of HNI + key relationships, securing strategic alliance. Show less

Bhubaneshwar Area, India

Accomplishments  Promoted from Customer Service Manager(CSM) to Elite CSM to Key Account Manager in the span of 14 months 74% conversion of Passive HNI Customers to active transactions Maintained MoM business & service consistency, achieving >100% of the targets Awarded RNR in State Head Championship & other contests.  Acquired 6 Strategic alliances in 14 months of operation from the absolute untapped segment & phenomenally added fee-income to branch  Made… Show more Accomplishments  Promoted from Customer Service Manager(CSM) to Elite CSM to Key Account Manager in the span of 14 months 74% conversion of Passive HNI Customers to active transactions Maintained MoM business & service consistency, achieving >100% of the targets Awarded RNR in State Head Championship & other contests.  Acquired 6 Strategic alliances in 14 months of operation from the absolute untapped segment & phenomenally added fee-income to branch  Made many win back of HNI customers which added to the profitability of the branch. Excellent banking relationships built with HNIs & deepening their investment portfolio with us.Key deliverables • Quality customer Acquisitions, CASA Book growth & deepening, Retention, Portfolio maximisation through incessant client engagement and activation• Revenue generation through the various liability & asset related products & penetration of 3P Products in garnering higher “product holding per customer”.• Financial Planning & Investment advisory services for the retail & HNI investors.• Initiation of Q’ly promos, special drives, tailor-made schemes to specific target audience, marketing event• Ensuring impeccable Customer Services | statutory compliance Show less

Bhubaneswar

Business Analysis & DevelopmentMarket Research & AnalysisCustomer & Dealer Relationship Management Asset Receivables & Portfolio ManagementHandling SME clientsPromotional Activities : Active execution of special drives, initiatives & schemes floated by the company.Comprehensive database management : Handling & analysis of large volumes of data & presentation of various business reports to the managementTeam Management & Leadership.

Cuttack

Understanding Consumer Behavior & Comparative Analysis of Different Investment options available to Customers :Responsibilities:1. To understand the behavioral pattern of investors in Cuttack city2. In-depth study and comparative analysis of the two investment options: ULIP and mutual funds.And thereby, recommending on different innovative plans & schemes for attracting more customers and making maximum conversion of the prospective customers

Mba, Finance, Marketing

Activities and Societies: Core member in cultural & event management committee at school & college level & in the previous organization..

Bachelor Of Commerce (B.Com.)