Pooja Medtiya

Experience

• 

  ICICI Bank

  Dec 2016 - May 2022

  • Relationship building with cross selling of Bank Products (Gold, Insurance, Saving A/c , Current A/c, FDR?s other fee Income products).• Customer Handling, Cash handling, Clearing, Familiar with Finance of day-to-day Banking Operations• Import\Export related requests processing, Salary processing, furnish Internal audit.• Servicing the requests of Customers.• Handling customer service requirements and fulfilling customer banking needs.• Handling the branch walk-ins of customer and servicing them. • Sales targets for banks and investment products. Cross sell of assets products. Manage end-to-end relationship of customer with relationship value. • Responsible for New to Bank customer acquisition of this category through references. Maintaining good relationship with mapped client. • Financial planning of existing customer and keep on updating portfolio. Reference from the existing satisfied client. • Customer retention top on the priority.• Managing relationship with the Managed Account holders with a view to enhance CASA, manage retention, and add more family members to this group of managed accounts as well as increasing the product holding of these customers• Products to be handled: Branch Banking Liability Products (Investments, Gold, Saving Accounts, Current A/c, Gold, Forex, Fixed Deposits, RD and other fee income products), Bank Asset product (Farm Equipment’s Loan's, Farmer Finance, Rural Housing Loan, Credit Franchises, Rural Education loan, Auto loans). Show less

  • Assistant Manager II

    Apr 2022 - May 2022

  • Operations Manager

    Dec 2016 - May 2022

  • Inbound Customer Service Representative

    Dec 2016 - May 2022

  • Senior Value Banker

    Apr 2020 - Mar 2022

  • Value Banker

    Mar 2018 - Apr 2020

  • Jr. Banker

    Dec 2016 - Mar 2018
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  Kotak Mahindra Bank

  May 2022 - now

  Deputy Manager