Summary of Career

1. Acquisition of new Preferred customers

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2. Enhancement of the relationship by cross-selling products and services as per the profile & need of the customers

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3. Deepening the size of the relationship

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4. Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers

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5. Error free documentation for all account opening and all customer instructions

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6. Meeting monthly sales targets for salary accounts as well as TPP’s

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7. Maintaining relationships with the department heads / contact people at a corporate level

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8. Ensuring salary credits in all salary accounts sourced

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9. • Taking initiatives for process improvement and ensuring that the approved changes in process are incorporated smoothly

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10. • Organizing and supervise camp across various companies for Investments, Tax planning and other products

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