Simran Bhalla Email & Phone Number

Gurugram, Hr, In

Gurgaon, India

Edmonton, Alberta, Canada

• Managing a team of 14 personal bankers across 3 States. • Training team members how to provide highest level of customer service. • Managing the portfolios of High Net Worth customers of the Bank.• Taking care of Customers and ensuring high-quality standard and accuracy while adhering to regulations to achieve customer satisfaction and loyalty.

Gurgaon, India

• Dealing in Trade Forex• Forward cover booking products like Rupee Max• Investment Management including Mutual Funds,Insurance ,Demat. • Managing the High Net Worth customers of the Bank • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Networth Relationships. • Providing Financial planning & Investment Advise • Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex… Show more • Dealing in Trade Forex• Forward cover booking products like Rupee Max• Investment Management including Mutual Funds,Insurance ,Demat. • Managing the High Net Worth customers of the Bank • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Networth Relationships. • Providing Financial planning & Investment Advise • Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc Show less

Portfolio Management / Wealth Management Monitoring client’s portfolio performance &delivering relevant advisory services Recommending appropriate asset allocation through various products including Life Insurance, Long-Term Care, Annuities, Disability, Mutual Funds, Term Deposits.Relationship ManagementBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction matrices by achieving delivery & service quality norms. Assessing customer… Show more Portfolio Management / Wealth Management Monitoring client’s portfolio performance &delivering relevant advisory services Recommending appropriate asset allocation through various products including Life Insurance, Long-Term Care, Annuities, Disability, Mutual Funds, Term Deposits.Relationship ManagementBuilding and maintaining healthy business relations with customer, enhancing customer satisfaction matrices by achieving delivery & service quality norms. Assessing customer feedback, evaluating and developing areas for improvementsInvestment Advisory ServicesAnalyzing processes, conducting benchmarking study / trend analysis and using various business tools to assist the critical decision making process.Conducting project feasibility studies and preparing reports to assess the financial viability of new projects, predictable cash flow & growth opportunities.Network Management Identifying and networking with financially strong and reliable consultants, resulting in deeper market penetration and improved market share. Acting as a liaison between the company and the consultants for all the issues and representing the team in discussions with senior management on the business status. Show less

Mba, Finance & Marketing

B.Tech, Electrical

Science, Biology