Moumita Das

Wealth and Trade Manager @Icici Bank Limited

IN

Experienced Branch Relationship Manager in Retail Banking Group of more than 2.5 years of experience.Guiding clients in determining best investment practices.Doing Operation Services with India\'s largest private sector bank with a demonstrated history of working in a various sectors. Skilled in Retail Branch Banking ops serve, Teller Operation, Welcome Desk, Selling of Banc assurance with India\'s largest insurance brands, Administration and Customer Relationship Management, dealing with Foreign clients, managing Portfolios, Group discussion. Earlier experienced professional with a vast knowledge in Retail banking.Working with team Ops Serve (Operation Service atBranch) situated inside at a specific carved out area forfollowings:• Processing all types of financials & non-financialsvoluminous requests received at the branch.• Working all types of branch official works.• Handling portfolio of book value around 20 crores. • Act as an expert of resolution of complex queries & potential escalations at the branch.• To enhance NPS (Net Promoter Score) of the branch.• Manage time for effective sales and cross sales as perKRA.• Manage time for floor & lobby management.• Provide superior service at branches – First time rightdecision.• Selling high value of CASA, M52, INSURANCE, HEALTHPOLICY.• Bringing high value fixed deposits.• Supported identifying potential sales opportunists tonew business clients.• Sold gold bonds to the new to bank customers. • Bringing high values to the accounts

Calcutta University, Kolkata

Bachelor of Commerce - BCom

Central Model School

High School Diploma