Anjali Sharma
Manager @Axis Bank
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WORK HISTORY
Manager @Axis Bank
Bengaluru, IN
To offer personalized financial services and wealth management solutions to Priority Banking clients, ensuring customer satisfaction, retention, and business growth. Key Responsibilities:1. Client Relationship Management • Act as the single point of contact for assigned Priority Banking customers. • Maintain and deepen relationships with clients through regular meetings/calls. • Understand client financial goals and risk appetite to offer tailored solutions.2. Sales & Revenue Generation • Achieve assigned revenue and product-wise targets (CASA, FD, insurance, mutual funds, loans, etc.). • Cross-sell and up-sell Axis Bank products based on customer profiling. • Drive acquisition of new Priority customers via referrals and self-sourcing.3. Portfolio Management • Monitor customer accounts regularly for balances, transactions, and product usage. • Review customer portfolio and suggest rebalancing as per market conditions. • Conduct financial planning and asset allocation discussions.4. Customer Servicing • Ensure high standards of service delivery and quick resolution of queries/complaints. • Coordinate with internal departments for account-related servicing needs (e.g, TDS certificates, loan processing, etc.). • Provide support for digital banking adoption (e.g, app onboarding, net banking use).5. Compliance & Risk Management • Adhere to internal policies and RBI/SEBI/IRDA guidelines in all interactions. • Complete mandatory KYC updates and ensure account hygiene. • Avoid mis-selling and follow ethical banking practices.6. Market & Product Knowledge • Stay updated on market trends, new product launches, and regulatory changes. • Participate in product training sessions and certifications (AMFI, IRDAI, etc.). • Educate clients on investment strategies, risk mitigation, and tax planning options.7. Team Coordination & Reporting • Work closely with branch operations, product teams, and wealth specialists.
EDUCATION
Bangalore university
Bachelor of commerce
Bangalore University
Bachelor of Commerce - BCom
ABOUT ANJALI SHARMA
Leading the IndusInd Bank\'s sector 37 Faridabad branch since its inception has been a…
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