Anitha Geetha Venkatesh

Senior Relationship Officer

AMAFH Commercial Brokers LLC

11.2021 - Current

Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Generated new business and referral clients in partnership with financial advisors and branch team.
Worked with clients to address and respond to client and partnership management issues.
Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Operated in self-directed environment with minimal input to solve problems and implement resolutions.
Educated customers about [Product or Service] options and processed purchases.
Networked with business leaders and executives to identify clientele within local community.
Managed portfolio of [Number] high net worth (HNW) clients with $[Number] in total assets.
Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than $[Number] in new business per year.
Transcended requirements on consistent basis to satisfy customers.
Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
Supported branch manager using [Skill] and [Skill], resulting in [Number]% increase in new business.
Assessed client satisfaction throughout credit management process by soliciting customer feedback and asking [Type] questions.
Developed [Timeframe] summaries to assess each client's participation level and determine targets for follow-up plans.
Presented clients with [Type] options to meet diverse demands.

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