Verma
CBG CB RM
- Role
- Cbg Cb Rm at Axis Bank
- Location
- Meerut, UP, IN
- LinkedIn followers
- 500 followers
About Verma
Roles and Responsibilities: • Providing best service to the portfolio clients and generating new business references and cross sell opportunities from the portfolio clients assigned to me. • Generating High net worth client references from existing portfolio clients.• Sourcing of New to bank customers to increase portfolio overall size (i.e.Current accounts, Saving accounts, Term deposits). • Generating leads for Life insurance and mutual fund products and meeting targets assigned of revenue income. • Generating leads for every asset products (Business loan,Personal loan,Auto loan,Home loan, Trade/ Forex etc.) of the bank to generate maximum income for the bank. • Generating leads for credit cards from existing portfolio clients and new clients. • Generating leads for D-mat/Trading accounts from portfolio clients. • Generating leads for high income asset products such as CC limit,OD limit,DOD limit,etc. from portfolio clients and coordinating with the concerned departments for speedy disbursal of the cases. • Meeting Targets assigned for the achievement of portfolio income.
Experience
Cbg Cb Rm
Aug 2024 — Present · IN
Education
KALKA INSTITUTE FOR RESEARCH AND ADVANCED STUDIES new delhi
Master of Business Administration - MBA, Accounting and Finance
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