Shekhar Bansode Email & Phone Number

One point contact for all requirements of High Net Worth customers in the BranchProfiling Customers and provide financial products to meet customer needsAchieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationshipsSales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.Managing the High Net Worth customers of the Bank

Built, Maintained and retained relationship with HNI and SME segment.Enhanced the relationship value of assigned customer through established compliant processes,by providing customer oriented wealth management solutions.Acquired new clients by selling Wealth management products ranging from Deposit, Mutual fund, Structured product and Insurance.Maintained customers prospects and competition database and implement marketing promotions.Awarded masters of masters Gold, bronze medal for acquiring maximum numbers of HNI clients.

Serves customers by resolving product and service challenges,as well as providing relevant product and service information that helps solve them.Keeps track of customer correspondence and logs keu account information and customer data.Resolves product or service problem by investigating the customers complaint,selecting and explaining the best solution for the problem, expediting correction or adjustment,and following up to ensure resolution and resolution and customer satisfaction.