JAYDEEP PANDEY

Major Subject - English Literature

Roles & Responsibilities
 Managing a portfolio of 10 Cr of 145 clients (HNI for Retail)
 Client Relationship Management (CRM) uploading the Physical form of CASA
 Raising the request for corporate net banking & customer service request
 Resolving the query of digital account opening and providing the solution to the team
 Building Customer Relationship for Both Mapped and NTB client
 Acquiring CASA and Fixed deposit from the portfolio and open Market
 Cross- selling for Life Insurance Investment of Future Generali Life Insurance
 Cross- selling of Motilal Oswal Securities of Demat & Trading Account
 Selling all retail asset products like BL, HL, LAP, Vehicle loan of Au small finance bank
 Cross- selling of General insurance for Tata Aig
 Cross- selling of Health insurance for Aditya Birla

Roles & Responsibilities
 Managing a portfolio of 1.25 Cr of 145 clients (HNI for Retail)
 Client Relationship Management (CRM) uploading the Physical form of CASA
 Raising the request for corporate net banking & customer service request
 Resolving the query of digital account opening and providing the solution to the team
 Building Customer Relationship for Both Mapped and NTB client
 Acquiring CASA and Fixed deposit from the portfolio and open Market
 Cross- selling for Life Insurance Investment of Future Generali Life Insurance
 Cross- selling of Motilal Oswal Securities of Demat & Trading Account
 Selling all retail asset products like BL, HL, LAP, Vehicle loan of Au small finance bank
 Cross- selling of General insurance for Tata Aig
 Cross- selling of Health insurance for Aditya Birla

Roles & Responsibilities
 Handling a portfolio of 5 Cr of 230 clients (HNI for both Retail and NRI)
 Settling Customer Query and Upgradation of account
 Client Relationship Management (CRM) scanning and uploading Re-KYC of customer
 Developing Customer Relationship for Both Mapped and NTB client
 CASA & FD deepening for Old and New Book
 Cross- selling for Life Insurance Investment of Kotak Life Insurance
 Cross- selling of Kotak Securities of Demat & Trading Account
 Selling Mutual fund for all fund houses
 Acquire New NTB TFX Client
 Convincing and processing TFX transaction through us for all trade clients
 Selling all retail asset products like HL, BL, LAP, Vehicle loan, Pl for Kotak Bank

Roles & Responsibilities
 Managing a portfolio of 2 Cr of 190 clients (HNI for both Retail and NRI)
 Resolving Customer Query and Upgradation of account
 Client Relationship Management (CRM) scanning and uploading Re-KYC of customer
 Building Customer Relationship for Both Mapped and NTB client
 CASA AND FD deepening for Old and New Book
 Cross selling for Life Insurance Investment of TATA AIA Life Insurance
 Selling all retail asset products like HL for HDFC Ltd, BL, Vehicle loan for IndusInd Bank
 Cross selling for Health Insurance of Religare Health Insurance

Roles & Responsibilities
 Finding new opportunities for Business
 Sourcing NTB clients for CASA and FD
 Deeping in CASA and FD for sourced account
 Cross Selling Life Insurance of Max Life Insurance
 Cross Selling Credit card of Yes Bank
 Selling Demat and Trading account of Yes Securities