Deepam Teli

Experience

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  Shree Investment

  May 2010 - Jul 2010

  Portfolio Management (Internship)

   Responsible for Identifying customer needs, assessing their risk appetite and providing them investment options within the product range being offered by the company. Monitoring Stock Market. Meet with designated agency and clients regularly. Guiding clients with the best option available. Handling Customer Queries, inquiries and complaints. Punching Orders on behalf of client. Responsible for providing regular updates to the immediate Superior. Direct Selling Of Equity (Demat A/c), Placing Orders. Show less

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  Max New York Life Insurance Co. Ltd

  Oct 2010 - Oct 2012

  Financial Advisor

   Responsible for handling walk in clients and establishing and strengthening relationship with Customers. Responsible for achieving sales target through direct Marketing, Work Site, Corporate, Tele sales. Prospect Clients, Generate Lead through own contact/ Natural Market. Follow up leads of high net worth individuals given by the company Highly involved with work site Activities. Building, maintaining customer relationships - For ongoing business & reference generation. Facilitating insurance selling. Timely reminder to customer for premium payment and continuing with there policies. Provide feedback about the market scenario & competitor's product. Recruitment of financial consultant through your personal contacts. Show less

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  HDFC Bank

  Oct 2012 - now

  Branch Manager

   Branch Operations and Audit Compliance Ensuring that customers get world-class services and their needs are understood and met through financial product offerings of the Bank. Responsible for meeting the branch targets and adherence to all guidelines and regulatory requirements.  Managing and monitoring performance of all the sales resources and attrition control of customers. Recording & resolving complaints as per the specified process within the stipulated TAT. Promoting all direct banking channels and ensuring that the customer is utilizing the same. Responsible for all related process checks as custodian of vaults and joint custodian of systems administration and setup within the branch. Ensure all laid down system and process are followed as stipulated by Audit and Senior Management by carrying out Monthly / Periodic Verification of Auditable items at branches Ensure that all staff is adequately trained on the Products of the bank and sales process. Make staff aware of various policies of the bank with regard to customer service and compliance. Show less