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Archika Chandna — Director - HDFC Wealth · HDFC Bank · Gurugram, Haryana, India.
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About
Reliable and focused Banking Professional with 10+ years of experience in Wealth Management, Client Handling, Branch Operations, and Insurance Advisory. Strong familiarity with a variety of retail banking products like Mutual Funds, Home Loan, Life Insurance, Credit Cards and Trade Remittances. Adept at working independently or in a leadership role to achieve Business Targets and Organizational Goals.
Experience
Premier Banking Partner
IndusInd Bank · New Delhi Area, India
May 2015 – Sep 2023
• Accountable for achieving monthly & annual sales targets, while ensuring proper implementation & execution of Relationship Management & Investment Advisory Strategies. • Cross-Sell of Third-party investment products like Mutual Funds, Bonds, PMS, Structured products along with the bouquet of asset products- such as Working Capital Loans, Term Loans, Loan Against Property, Home Loan and Loan against Securities. • Ensure proper sales spread across Liabilities, Mutual funds, Insurance, Retail Assets, Business Banking, Forex, Credit Cards, and online trading etc. and achieving the Branch targets with increased penetration of existing customers to deepen the wallet share. • Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of Customer Service Strategy.
Education
Skills
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