Highest Education: Bachelor of Arts
Working Languages: English, Marathi, Hindi
- Manage and grow a portfolio of retail banking customers.
- Acquire new customers through referrals, networking, and lead-generation activities.
- Understand customer financial requirements and recommend suitable banking products and services.
- Cross-sell products such as savings accounts, current accounts, fixed deposits, loans, credit cards, insurance, and investment products.
- Ensure achievement of monthly, quarterly, and annual sales targets.
- Build long-term relationships through regular customer engagement and service support.
- Resolve customer queries and complaints in a timely and skilled manner.
- Monitor portfolio performance and identify opportunities for business growth.
- Ensure compliance with banking regulations, policies, and KYC requirements.
- Maintain accurate customer records and update CRM systems regularly.
📌 Skill (Pune)
🏢 Equitas Micro Finance India
📍 Pune
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