Awadhesh Jha

• Assess and evaluate the client needs, and generate new sources of revenue by leveraging cross-sell opportunities.
• Ensure swift disbursal of business loans based on needs assessment of potential and existing clients.
• Ensure account activation and subsequent maintenance, and the health of accounts.
• Focusing on overall CASA growth for Banking business.
• Ensure superior customer service to capture a larger wallet share of the population and drive volume of business across the catchment area.
• Ensure timely resolution of customer queries and issues.
• Achieve individual and branch sales goals through new business sales, referrals, and retention of account relationship.
• Monitor high collections efficiency through discipline and drive.
• Conduct field audits and customer verifications to ensure high quality of accounts.
• Gather latest market intelligence and track and benchmark against best practices in competitor banks.
• Evaluate the growth strategy based on competitor analysis and feedback from different channels, customers.
• Recommend process changes in order to improve service efficiency and quality across the branch network.
• Manage a team of field officers, taking responsibility for their development and attrition.
• Develop and implement livelihood advancement and community development initiatives.

Promotion

• Promoted from Deputy Manager Acquisition to Manager Acquisition in May 2022.
• Promoted from Manager Acquisition to Senior Manager Acquisition in February 2023.
• Promoted from Senior Manager Acquisition to Relationship Manager in August 2023.

• Maintained and built close relationships with customers through regular contact and visits.
• Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
• Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
• Monitored, followed-up and escalated cases to meet customer response commitments.
• Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
• Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.