Ishu Khatri

- Manage daily branch operations, ensuring adherence to policies and optimizing workflow.

- Coordinate staff schedules to maintain optimal staffing levels for peak hours.

- Supervise and mentor team members, conduct weekly goal settings and coaching sessions to drive performance.

- Foster high employee engagement through talent management and career development initiatives.

- Investigate and resolve customer complaints promptly to ensure high satisfaction levels.

- Lead recruitment, training, and development efforts in alignment with branch objectives.

- Advised clients on personal and business banking, financing, investments, and estate planning.

- Developed client relationships and identified business growth opportunities through networking.

- Mentored junior advisors to enhance team performance and achieve sales targets.

- Educated clients on insurance products and policies, ensuring informed decision-making.

- Increased client satisfaction and maintained industry expertise through continuous training.

- Led training sessions for new advisors to improve team knowledge and compliance standards.

- Built strong client relationships and maximized sales through effective communication and product knowledge.

- Provided financial guidance and support, enhancing client retention and satisfaction.