Experience

niyogin
• Relationship Manager
• Network Relationship Manager

  • Jan 2020 - Present

   Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with channels and clients.  End to end client relationship management and creating his/her own pipeline of clients.  Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.  Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.  Being under Digitalized working platform, responsible for conducting training for new clients about the micro website and train them how to use the platform for processing loan.  Being part of SME segment funding to self-employed customer with minimum loan amount of 1 Lakhs to maximum 30 Lakhs in Unsecured.  Generating leads from existing clients and through direct sales funding for Salaried and Self-employed customer with minimum loan amount of 1 Lakhs to maximum 2 Crores in Secured.  Responsible for cross selling financial products like Mutual Fund and Fixed Deposits with monthly Targets.  Resolving of escalated grievances and queries of individual and corporate clients on a day to-day basis.  Responsible for capturing the Daily client meetings and follow-up’s by creating Task in CRM day to day basis.  Initiating contact with potential customers for developing leads, to handle direct sales & cross selling financial products.  Responsible for achieving targets as assigned by the organization on a monthly basis.  Developing the satisfaction level of customers by rendering services beyond excellence in order to optimize a high percentage of customer satisfaction and retention. Show less