Senior Manager
Current- Worked at Ujjivan small finance bank, handling two cluster (muzaffarpur and bhagalpur cluster).
- ︎Responsible for nurturing NRI client relationships through continuous client engagements and risk profiling.
- ︎Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
- ︎ Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.
- ︎ Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and branches.
- ︎Record and track all engagement activities through the CRM system.