Akash Trivedi
Relationship Management / Wealth / Fintech Sales
Professional Summary
Result-oriented banking professional with extensive experience in phone banking, customer relationship management, and financial product sales. Proven ability to handle high-volume clients, resolve issues with high accuracy, and drive revenue through cross-selling of banking and insurance products.
Technical Skills
CASA
Wealth Management
Cold Calling
Appointment Scheduling
Script Reading
Email Etiquette
Target Achievement
Professional Experience
Senior Relationship Associate | Leading Indian Bank
2018 - Present
2018 - Present
- Streamlined sales processes resulting in a 15% increase in lead generation.
- Managed high-volume client portfolios with a focus on CASA and Insurance.