Atish Thali

About Atish Thali

Having 2.2 Years of rich Experience in abroad with working Since April 2018 to June 25th…

Experience

1. Deputy Manager

   Axis Bank

   Nov 2022 — Present · Navi Mumbai, IN

   Responsible for providing financial solutions to meet the requirements of the NRI customers and ensure value added customer service. Increasing liabilities size of relationship via balances in accounts of existing NRI customers and enhancing customer profitability by capturing larger share of Wallet. reviews the inflows and outflows in the mapped NRI accounts and also proactively tracks NRI visits to India. is expected to be in close contact with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. also generates new sales leads for NRI customers through referrals from existing clients, NRI brokers, stock brokers, expats of shipping companies, Overseas branches, etc. also involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non Investment Products like Forex, Remittances, Loans, etc. to new and existing customers. also updates bank\'s internal systems like the Lakshya tracker, Daily activity tracker - DAT and Customer Profiling, for accurate reporting and MIS, Incremental Cumulative Daily Average Balance - CDAB - existing NRI accounts, New Acquisition of NRI accounts, Non Resident Term Deposits (TD) Budget, Total Investment Products Group - IPG Points, Other Cross Sell like Retail Loans Points, Remittances - Fee Income, Customer Activation - hooks (use of alternate channels of banking), Customer Feedback, Training on modules like Mutual Funds Advisory, NRI, Product and Positioning, Anti Money Laundering, AML and Know Your Customer - KYC, etc. Contact of NRI customers, Overseas branches, Business Acumen, Sales / Marketing skills, Interpersonal & Influencing skills, Customer Service Orientation, Relationship Management Skills, Communication Skills, FEMA regulations governing NRI business, NRI Customer Behavior, Money and Financial Markets.