Vivek Savanth

Experience

1. Personal Banker

   HDFC Bank

   Jul 2014 — Present · Bangalore, IN

   Relation ManagementEnsure quality customer service is delivered and achieving income targets assignedResponsible for Cross Sell to every group raced & enhancing relationship with existing Classic customers by managing operations like CASA(Liabilities), Fixed Deposit, Recurring Deposits, Asset Products, Life Insurance, Mutual Funds, Demat, Lockers, and Forex etcDisseminating Correct Product Information, Catering to Customer Need.Identifying and proactively racing the eligible customers to the classic portfolio within the prescribed product program.Ensure quality new acquisition Classic Customers through Walk Ins, Referrals.Enhancing customer wallet sizeEnsuring that Classic customers make us their primary bankKnowing about where all the customer is currently banking and moving him to our BankKnowing customers family members and getting them to bank with us if not alreadyEnsuring that customer scope is done and products targeted accordinglyCross Sell to family members and associates (Family tree).Ensure that individual customers are grouped and Customer To Group (CTG) Ratio is maintained on the portfolioBy grouping them with their family members who already hold accounts with usBy grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us.Ensure that the Customer Group profitability is achievedEnhance Liability values within each of the customer groupsPromoting all direct banking channels and ensuring that the customer is utilizing the sameFunding of Working Capital, Balance Transfer, Handling HNW Clients,