Sagar Narvate

Experience

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  HDB Financial Services Ltd.

  Jan 2018 - Jan 2022

  Process Associate

  To provide first contact resolution for customer associate with HDB and optimize their banking experienceHandle client's queries through mail chat and telephonicAll Financial operations at central levelSwapping all types of Loan'sDocument verification of customerWorking on Reschedule casesManaging TAT for File Processing

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  ICICI Bank

  Jan 2022 - now

  Assistant Manager

  Manage a portfolio of 2000+ wealth & prime customer with book size of 95Cr.Worked closely with customers to understand needs and resolve diverse issue.Conduct regular financial reviews with clients to identify opportunities for cross-selling and upselling of banking products.Manage and grow a client portfolio that focuses mainly on Loans, Funds Management and Investment, Insurance.Maintain the existing client relationships and identify new business opportunities.I'm handling customer escalation regarding transaction issue and debit card not working and amount transfer charges issues.Supports the Bank’s strong relationship banking culture through ongoing customer contact, Quality customers service and superior product knowledge.Solve customer queries through Email interaction will be closed with in one working day. Show less