Sachin Khandelwal

Responsible for managing a high-value preferred portfolio, focusing on client retention and revenue growth through strategic cross-selling of financial products such as fixed deposits, mutual funds, life insurance, and general insurance. Ensure exceptional customer service by conducting regular portfolio reviews and addressing client concerns proactively to minimize escalations. Collaborate with internal teams to align service delivery with client needs and organizational goals. Monitor market trends to identify opportunities for portfolio enhancement and contribute to achieving departmental targets.

Employment Description: Responsible for sourcing Current Account Savings Accounts (CASA) and Fixed Deposits (FD) by effectively managing and converting inbound customer leads. Consistently achieved and exceeded monthly acquisition targets through strategic customer engagement and relationship management. Demonstrated strong sales skills and product knowledge to meet client needs and contribute to business growth. Recognized for outstanding performance with awards such as the Zonal Contest Winner. Collaborated with cross-functional teams to ensure seamless customer experience and adherence to compliance standards.