Vanitha Krishnan

Key contributions

Identifying, acquiring, and developing a book of high net-worth clients.

Targeting high income salaried individuals for the top end credit card and investments. Concentrating on acquiring accounts with sticky funds.

Manage the portfolio for 6 months and work primarily on funding, wealth closure, mortgage, insurance and Excellency credit cards

Adhering to the policies and standards of the bank.

Strive to render an excellent service to all the clients.

Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meeting.

Keeping in touch with the clients through periodic personal visit, telephone calls and correspondence. Periodic coordination with the client and make sure the TRB is maintained appropriately during every quarter.

Understand the client needs and advise on the appropriate investment solution. Ability to inform complex information clearly.

Setting up meeting with new clients.

Promptly work on taking references from the existing clients. Working towards the complete customer satisfaction.

Maintaining an excellent client relationship and delivering an outstanding customer service.

Key contributions

Identifying, acquiring and developing a book of high net-worth clients.

Targeting high income salaried individuals for the top end credit card and investments. Concentrating on acquiring accounts with sticky funds.

Maintaining an excellent client relationship and delivering an outstanding customer service. Adhering to the policies and standards of the bank.

Strive to render an excellent service to all the clients.

Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meeting.

Keeping in touch with the clients through periodic personal visit, telephone calls and correspondence. Periodic coordination with the client and make sure the TRB is maintained appropriately during every quarter.

Understand the client needs and advise on the appropriate investment solution. Ability to inform complex information clearly.

Setting up meeting with new clients.

Promptly work on taking references from the existing clients. Working towards the complete customer satisfaction.

Key contributions

Identifying, acquiring and developing a book of high net-worth clients.

Targeting high income salaried individuals for the top end credit card and investments. Concentrating on acquiring accounts with sticky funds.

Maintaining an excellent client relationship and delivering an outstanding customer service. Adhering to the policies and standards of the bank.

Strive to render an excellent service to all the clients.

Planning projects and activities systematically in line with business priorities. Attending and contributing at sales meeting.

Keeping in touch with the clients through periodic personal visit, telephone calls and correspondence. Periodic coordination with the client and make sure the TRB is maintained appropriately during every quarter.

Understand the client needs and advise on the appropriate investment solution. Ability to inform complex information clearly.

Setting up meeting with new clients.

Promptly work on taking references from the existing clients. Working towards the complete customer satisfaction.

To build relationships and explore insurance potential by doing corporate tie up's for their employee needs.

Reviewing clients portfolios on regular basis so that if there is any opportunities to enhance the returns that can be done and also for repetitive business and referrals.

Making strategic planning for target achievement and promotional activities.

Key contributions

Identifying, acquiring and developing a book of high net-worth clients.

Maintaining an excellent client relationship and delivering an outstanding customer service. Adhering to the policies and standards of the bank.

Strive to render an excellent service to all the clients.

Planning projects and activities systematically in line with business priorities Attending and contributing at sales meeting.