Kasturi Kulkarni
Client Relationship Specialist | Affluent Acquisition & Key Account Manager | Skilled in Building Trust, Enhancing Client Loyalty & Driving Business Growth | Open to Opportunities in Client Servicing & Account Management
- Role
- Affluent Acquisition Manager at Axis Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Kasturi Kulkarni
SAP SD Functional Consultant with experience in SAP ECC supporting Order-to-Cash (OTC)…
Experience
Affluent Acquisition Manager
Sep 2023 — Present · Mumbai, IN
Citi gold Private Client and Citi gold account acquisitions, Qualified Client growth along with deepening of Wallet through Investment / Insurance / FX penetration in the account- Identify and solicit new-to-bank Citi gold Private Clients and Citi gold accounts of HNI clients through internal and external channels- Assist the client in opening CPC / CG account, as per the client\'s preference- Early Engagement and Activation of accounts on Investments, Insurance and Forex- Keep abreast of the current economic environment and capital markets, so as to have meaningful discussions with Citi gold NTB prospects and optimize acquisition effectiveness- Optimize Cross Sell opportunities including credit cards, Mortgage and Business Lending- Actively promote referrals from existing clients to generate a pipeline of prospects- Smooth Conversation and conversion of the prospects/leads given by the Digital /Telesales Unit or other channels into funded CPC and CG accounts- Optimize funded Citi gold opportunities in listed Salary account relationship companies- Ability to recognise business opportunities for acquiring new customers in the Affluent HNI space and formulate acquisition initiatives- Spearheaded any micro-marketing events focused on NTB acquisition- Work with the product team, telemarketing to identify initiatives and products that will help acquire new customers for the Bank- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure the best onboarding service standards- Understand customer needs, explore and educate customers on financial needs arising at various life stages- Customer relationship deepening; maximise penetration across products, customer focused need based selling- Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation.
Education
Barnes School, Deolali
10th
IBS Mumbai
Pgpm
2019 — 2021
College
BBA (international business)
2016 — 2019
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