Mohd Tazeem

Experience

1. Personal Banker

   HDFC Bank Limited

   Jul 2024 — Present · Bareilly, IN

   Key Account Manager.• Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident• Regular customer contact to establish needs of the customer and opportunities to cross-sell• Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite• Maintain the list of active and inactive customers for both CA and SB and engage with the customers for balance build up and cross sell.• To impress upon customers to make us the primary bankers and ensure that all funds are retained.Responsible for delivering CASA accounts business through self source.Cross sell life Insurance, Health Insurance & manage portfolio of the new and existing customer.Established and maintain good customer relationships by providing excellent customer service to our clients. This facility helps in acquiring references from our existing clients or their family members and get the reference of people known to them for marketing Banking products.

Education

• Dr. A.P.J. Abdul Kalam Technical University

  Master of Business Administration - MBA, Business, Management, Marketing, and Related Support Services

• Dr. A.P.J. Abdul Kalam Technical University

  Master of Business Administration - MBA, Marketing/Marketing Management, General

• F R Islamia Inter College Bareilly

  Master of Business Administration - MBA, Business, Management, Marketing, and Related Support Services

  2017 — 2019