Experience

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  Bajaj Finserv Asset Management Ltd

  • Bengaluru, Karnataka, India

  • Business Manager

    • Apr 2024 - Present
    • Bengaluru, Karnataka, India

• 

  UTI Mutual Fund

  • Bengaluru, Karnataka, India

  • Manager

    • Jan 2023 - May 2024
    • Bengaluru, Karnataka, India

     The primary responsibilities of the role to increase sales (AUM) as per targets in addition to co-ordinating, managing and monitoring the activities of Individual channels in the assigned region. Co-ordinating with Public Sector Banks/Agents/Distribution Houses/Intermediaries in the respective region to devise strategies and operational issues for augmenting sales and increasing AUM. Ensuring that the Channel Members in the region meet their sales target individually as well as collectively where sales targets are defined in terms of quantity and quality of funds. Facilitating sales and marketing efforts of Channel Members in the assigned region and co-ordinating with the respective departments/personnel.

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  ICICI Prudential AMC Ltd

  • India
  • Financial Services
  • 700 & Above Employee

  • Relationship Manager

    • Aug 2018 - Jun 2023

  • Customer Relationship Executive

    • Aug 2018 - May 2022

    Planning and delivering CRM strategies across the organisation with a view to retaining existing customers, increasing brand loyalty and expanding the company brand.Deciding on a final CRM structure and architecture that will work seamlessly across the business and capture crucial information along the sales funnel.Making sure the customer database is correctly segmented for targeted marketing activities.Collaborating with other departments ensure the CRM strategy works well for every aspect of the business.Development of testing strategies to guarantee the most efficient approach for the organisation and its customers.Coming up with creative ideas, preparing proposals, overseeing the production process & execution and reporting the results to the relevant people.

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  Standard Chartered Bank

  • Service Manager

    • Dec 2007 - Mar 2015

    Mange queue and provide customer services in bank hall through efficient and customer-friendly servicesReact proactively to customers’ requests and ensure service level is in line with bank standardsHandle customers issues and escalate when appropriate according to supervisor’s guidanceAssist branch in achieving sales targets through referrals or cross-sellingSupport branch administrative and operational duties and adhere to control procedures and internal guidelines Provides exceptional customer service to all bank customers (as defined by the Bank). Provides prompt, accurate, and efficient customer transactions; and handles all transactions forcustomers with discretion and confidentiality. Processes a variety of checking, savings and related transactions, i.e. receiving deposits,withdrawals, loan payments, mortgage payments. Accountable for balance of cash drawer(s) at the end of the day. Researches and resolves anybalance discrepancies. Informs customers of new products and services, explaining features and benefits; and cross-sellsproducts and services when appropriate and within scope of responsibility Follows appropriate bank, regulatory and legal requirements. Performs other various duties as assigned.

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  P. C. Chandra Jewellers

  • India

  • Customer Relation Officer

    • Jan 2005 - Feb 2007
    • India

    Worked as Customer Relation Officer, Elgin Road Branch, Kolkata and was involved in the direct Sales of their products.