Priya Khatri

Experience

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  Muthoot Fincorp Ltd.

  Jan 2014 - Feb 2015

  Customer Service Executive

  Customer Service Executive with Muthoot Fincorp Finance Ltd, in the Gold Mortgage department, my job was of Gold appraiser. My job also involved providing customer support for any queries and process relating to smooth delivery of the loan value to the customer. One of my major tasks was to handle daily operations, managing customer and operational teams. I was always a enthusiastic participants in all marketing activities and always met my targets. My customer service was always appreciated by customer and teammates alike. Show less

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  IIFL (India Infoline Group)

  Feb 2015 - Mar 2017

  Senior Officer

  Being a Senior Officer with India Infoline Finance Ltd, in the Gold Mortgage department. I performed the role of Gold appraiser, making sure that Gold given for mortgage is matched to internal standards and approving customer applications for further processing,. I was involved in cross-selling of Insurance products to customer taking loans and also providing customer support for any queries and process relating to smooth delivery of the loan value. I learnt and got very good handling and managing of the Cash operations. I did performed the role of a backup supervisor in the absence our branch manager. Show less

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  Bandhan Bank

  Apr 2017 - Sept 2022

  Customer Relationship Officer

  Being a Customer Relationship Officer at Bandhan Bank, I have to manage our relationship with our high end customers. My job involving meeting, discussing, explaining many our financial products to our customer by understanding their portfolio needs. I hold expertise in handling all core banking operations as well like account opening, account closure, cash management, Teller operations, multi-branch coordination, cross-selling of products like Insurance and Mutual Funds from our partners and customer service, which is my core expertise. Show less

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  HDFC Bank

  Nov 2022 - Dec 2022

  Personal Banker

  Analyzed customers' financial profiles to identify their needs and recommend appropriate banking products, resulting in an increase in cross-selling and upselling opportunities.Assisted clients with account openings, loan applications, credit card processing, and other banking transactions, ensuring accuracy and compliance with established procedures.Conducted financial reviews for clients, identifying opportunities for wealth management, retirement planning, and investment strategies, resulting in increase in assets under management.Actively participated in sales meetings, training programs, and workshops to enhance knowledge of banking products, sales techniques, and industry trends. Show less

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  Axis Bank

  Jan 2023 - now

  Service Relationship Manager

  Handling portfolios of HNI premier & affluent customers of Axis Bank and maintaining service relationship with them.Engaging in regular and continous review with customers for feedback on services and their improvements.Working with different departments to expedite new customer requests and queries.Maintaining and keeping customer records and KYC updated in our software records.Exceeding in operational targets by achieving sales targets by cross sales and up selling.Focused on building long term customer relationship via frequent services engagements and focus to create greater value for the Bank.Exceeding the NPS threshold for the customer priority and all other contractual obligations. Show less