Personal Banking Consultant with 3 years experience in Marketing industry. Objective: Work in an organization having sound career opportunities and flexibility in the working condition and the firm acknowledging and appreciating the creative and new ideas initiated by the employee\' s
Responsilbilities: Personalised relationship banking with high net-worth clients. / servicing and structuring customer requirements / maintaining and reporting sales mis on a daily/weekly/monthly basis as well as ensuring that all transactions are conducted as per service and audit standards. / ensuring re-assessment &/or exit of increased risk accounts. / monitoring transactions and ensuring timely and accurate responses from branch banking on queries related to compliance / alerts / aml concerns. / building and maintaining healthy relationships with customers by proactively cross-selling asset products: balance transfer facility, personal instalment loan & mortgages. / co-ordinating account closing exercise of below balance accounts every quarter..
Mba degree. Coursework: Brand management / export marketing / advertising / consumer behavior