Jayshri Kosike Mobile No: 911*******

Email id: ad0vsb@r.postjobfree.com

Seeking assignments in Branch Management/ Relationship Management with an organization of high repute preferably in South India.

Abstract

* Over 10 years 1 months of experience in Branch Operations cum sales.

* Maintaining relations with clients/managers and various other departments of the company. * Adept at handling day to day activities in coordination with internal/external departments for smooth business operations.

* Possess excellent interpersonal, communication and organizational skills with demonstrated abilities in team management and customer relationship management. Work Experience

10 April 2023 to 6 September 2023

Niva Bupa Health Insurance

Position- Asst. Relationship manager

31-MAY-2021 TO 02-09-2021 :

MOTILAL OSWAL FINANCIAL SERVICES LTD

Position; Senior Executive -Relationship Manager

Key Result Areas:

● Trading Account Opening

● Generating revenue from Third-party products like

● Life Insurance,General Insurance, Mutual Funds,

● Direct Sales of retail accounts acquisition for equity, commodity and currency. 8 SEPTEMBER 2011 – DECEMBER 2020:

HDFC BANK LTD

Position Sr. SALES OFFICER.

Key Result Areas:

OPERATIONS CUM SALES

● Good Exposure to Retail Banking sales Operations

● Good in Finware and Fcoperations.

● Updating EOD sales vs targets etc.

● Casa sourcing primary documents verification.

● Monitoring the account opening process, and reducing that.

● Welcome calling for newly opened casa and pitching for other products.

● Sale of top products like Demat and trading and mutual funds and insurance, credit cards, gold bars, etc.

● Branch visiting customers query handling.

● Helping in customer accounts closure etc.

● Investment advisory like mutual funds and insurance.

● Sale of asset products like HL, PL, TL, AL, Las, Lap, etc.

● Generating leads for all banking products.

● High transacting accounts checking and calling customers source of fundsconfirmation from customers.

● Building accounts balances by a customer calling and resolving the problems relating to banking.

● Good in host operations.

SKILL SETS

● Very good intellectual ability.

● Generate sales references for liability products

● Generate leads for credit cards

● Cross-selling gold bars

● Cross-selling forex plus and gift plus cards

● Cross-selling TC’S, Forex cash

● Generate leads for third party products

Relationship Management

● Attending to customers/ clients/ vendors concerns & complaints and providing support for effectively resolving them.

● Maintaining cordial relations with customers to sustain the profitability of the business.

* B.A from Vivekananda degree college Baba Saheb Ambedkar University * AMFI CERTIFICATION.

IT Credentials

Operating System : DOS, Windows

7Packages : Ms-Office,

Personal Vitae

Date of Birth :17TH AUG 1982

Marital Status :Married

Address :Plot NO-68 Vidyanagar colony

chandaNagar 500050,

Languages Known : English, Telugu and Hindi.Marathi

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