Tapan Pandey
Business Development Associate @Axis Bank
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WORK HISTORY
Business Development Associate @Axis Bank
Gurgaon, IN
Key Responsibilities:Customer Acquisition: Opening new Savings and Current Accounts by identifying potential customers through direct sourcing and referrals.Client Interaction: Conducting regular client meetings to understand banking needs and promote appropriate financial products.Customer Relationship Management: Building and maintaining strong relationships with clients to ensure customer satisfaction and long-term engagement.Sales and Cross-Selling: Promoting banking products like insurance, credit cards, fixed deposits, and loans as per customer profile.Query Handling: Addressing customer inquiries promptly and providing accurate information about bank products and services.Documentation & Compliance: Ensuring all KYC norms, account opening documentation, and regulatory guidelines are met.Daily Reporting: Maintaining MIS reports related to account openings, leads, and follow-ups.Target Achievement: Working towards monthly and quarterly sales and account opening targets.Team Collaboration: Coordinating with internal teams for smooth processing of client requests and issue resolution.Market Awareness: Keeping up-to-date with banking trends, competitor offerings, and customer expectations.
EDUCATION
Kumaun University (KU), Nainital
Bachelor of Commerce - BCom, Business/Commerce, General
SIDDHARTH SENIOR SECONDRY SCHOOL
12th Standard, Business/Commerce
ABOUT TAPAN PANDEY
I am a results-driven professional with hands-on experience across the banking, fintech, e-commerce, and insurance sectors. Currently working at Axis Bank, I specialize in core banking operations, focusing on customer acquisition, relationship management, and the sales of financial products. My responsibilities include opening Savings and Current Accounts, understanding client needs through personalized engagement, and providing tailored banking solutions
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