Punit Malik Email & Phone Number

Kurukshetra, Haryana, India

Karnal, Haryana, India

*Branch & Lead Management*Meeting the Branch Manager/Cluster Heads.*To Guide the RM in Planning the catchment area activity/scoping for lead generation/joint call *Creating excitement in branches/spot sanctions/contests/recognition program *Review CRM leads.*Review the Documented branch meeting through Cogent/mails Cross Selling Executing Cross Sell Contests for RMs Driving team to ensure Cross Sell targets are met Logins -New *Enhancement Monitor & Review -Target… Show more *Branch & Lead Management*Meeting the Branch Manager/Cluster Heads.*To Guide the RM in Planning the catchment area activity/scoping for lead generation/joint call *Creating excitement in branches/spot sanctions/contests/recognition program *Review CRM leads.*Review the Documented branch meeting through Cogent/mails Cross Selling Executing Cross Sell Contests for RMs Driving team to ensure Cross Sell targets are met Logins -New *Enhancement Monitor & Review -Target achievement per RM, Discussion with Credit, Lawyer, Valuer, Operations Review of ABND Renewals Review of CAM renewals pending Meeting with Credit for Chronic cases Interacting with Trade Finance / Treasury Providing guidance to RMs.*CAM conditions review/OBA review Review of Other Bank CA/CAM pending.*Meeting with Credit for Chronic cases Interacting with Customer Providing guidance to RMs Portfolio Management and Housekeeping (HK) Review HK.*Meeting with Credit for Chronic cases Providing guidance to RMs Stock insurance /SS Review of Stock Insurance pending.*Providing guidance to RMs Delinquency management Email communication to Branch & customer Joint Visit with Credit Manager Rigorous follow-up Seeking Collections help *Complaints : CRM / MD / PNO / CRO Ensure resolution & reply within TAT. Show less

Karnal, Haryana, India

Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the… Show more Acquisition of High new worth customers to the Bank Acquire new customers who meet product criteria through cross-referencing Ensuring timely onboarding of quality accounts in the HNW channel for the bank Ensuring lowest depletion of the newly acquired accounts Increase liabilities size of relationship via balances in accounts of existing customers Managing the High Net worth customers of the Bank To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring the highest level of service to the customers in the branch Profiling Customers and Providing Financial planning & Investment Advise as per customers need To ensure maintenance of updated Relationship File Mentoring the RMs in the branch To handle a team of 4 to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team Ensuring the RMs are trained and well equipped with data and products to handle and service the customers Ensuring the Relationship managers are meeting the right set of customers Ensuring joint calls with the relationship managers Complaints Handling for the RM Channel Meeting Business Objectives Ensure clarity of Business objectives among staff Monitoring quality sales and processes in the Relationship Managers portfolio Ensuring the Income Product Holding (IPH) of the Relationship Manager Portfolio and initiating thrust on Cross sell Ensuring Sales across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. Show less

Panipat, Haryana, India

Identify, evaluate and manage strategic risks and opportunities.Ensure compliance with company and industry policies and procedures.Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.Maintain fruitful relationships with current customers and establish good relationships with new ones.Develop and oversee sales and marketing strategies.Manage daily… Show more Identify, evaluate and manage strategic risks and opportunities.Ensure compliance with company and industry policies and procedures.Increase the overall productivity of the branch by implementing relevant employee training, budgeting effectively, eliminating inefficiencies and capturing growth opportunities.Maintain fruitful relationships with current customers and establish good relationships with new ones.Develop and oversee sales and marketing strategies.Manage daily operations, especially customer service and finance activities, and make improvements as needed. Show less

Karnal, Haryana, India

Bhiwadi

Master Of Business Administration - Mba, Finance, General

Education record