• Primarily responsible for identifying & maintaining relationship with HNI & retail clients by providing they personalized financial advisory through multiple offerings.
• Sourcing and developing new business from various local and international clients.
• Create and support client retention strategies for existing customer base and for new customers.
• Customer care Skills - Solutions oriented and results driven attitude.
• Addressed client needs and built financial plans while striving to outperform and exceed prior profitability and revenues.
• Approached companies, establishments, social and other groups to introduce Credit Facilities as well as saving plans and other regular purchase modes.
• Achieving targeted level of customer satisfaction by understanding and articulating customer feedback regularly so as to shape and enhance the customer proposition and services.
• Ensure conformity with local/global and market standards of customer service, regulatory compliance and NB T&C.