1. Could you introduce yourself and tell us about you? Your current/recent jobs and employers? Previous companies and jobs?
She is currently working at XXXX in Pune as a Retail Trade Relationship Manager (RM), where she handles a set of business banking customers. Her responsibilities include catering to their needs throughout their banking journey, including onboarding new customers, introducing them to various bank products such as online portals, lending facilities, and account services. As banking transitions to a more digital approach, she encourages customers to utilize online transactions rather than visiting branches.
Her primary focus is on trade and remittances, specifically with clients involved in the import and export of goods and services. She assists with inward and outward remittances, taking a margin for the bank and working to increase the volume and frequency of transactions.
Before this, she worked at XXXX for over four and a half years, handling high-net-worth clients. She provided premium services to individual accounts, pitching various products including loans, credit cards, DMAT trading, and mutual funds. She also provided advice on health and life insurance, making clients aware of the available plans and encouraging them to invest more. Her role at XXXX was sales-oriented, ensuring that clients chose XXXX for all their banking needs, particularly loans and insurance.
2. What skill(s) / experience would you self-describe as strongest or specialist in?
She describes herself as a quick learner, constantly seeking to expand her knowledge. She has developed a strong understanding of the banking industry and has successfully transitioned from retail banking to business banking. While business banking involves handling high-value accounts with complex financial requirements, she has adapted to this challenge, learning to navigate the technicalities of balance sheets, financials, and the intricacies of dealing with large sums of money.
Her experience in business banking has allowed her to develop strong skills in managing high-net-worth clients and understanding their specific needs. She is enthusiastic about excelling in her current role in trade and is eager to continue learning and growing within this field, as she is committed to refining her expertise in trade and remittances.
3. Do you have XXXX (Key Criteria 1)? If so can you tell me more?
Shee has extensive experience dealing with high-net-worth individuals (HNWI). She worked with such clients in both XXXX and XXXX. She has successfully built and maintained relationships with these clients, and even transitioned them from XXXX to XXXX when she moved to a new position. She sees client retention as a key part of her work, and her strong relationships with high-net-worth clients have allowed her to continuously bring them with her to new roles. This experience has given her valuable insights into the needs and expectations of high-net-worth individuals, and she continues to maintain those relationships, ensuring their satisfaction and loyalty.
