• Served as a liaison between the company and customers delivering efficient level-headed customer service
• Participated in the unit's preparation of marketing plans and strategies for acquiring and managing HNIs to enable achievement of targeted growth objectives.
• Conducted competitor analyses in order to make positive inputs to the preparation of Marketing plans and strategies for the growth of the HNIs portfolio
• Prepared, analyzed and recommended Personal and Scheme loans to HNIs in order to increase the Units profitability.
• Aggressively marketed the bank's products to HNIs in order to ensure favorable market response and optimum build-up of the portfolio
• Made calls and visited clients as well as attending meetings
• Prepared weekly and monthly reports with accurate facts and figures
• Provided priority and excellent customer service to the target group portfolio
• Facilitated, established and maintained effective relationships with new and existing customers as well as reactivating dormant accounts
• Proactively scouted and secured new business opportunities with goals of establishing market traction
• Exhibited excellent business acumen and commercial judgment providing top notch customer experience
• Created innovative commercial value proposition and initiative which drove huge customer satisfaction