Navneet Singh Thakur

Organizer
DISC Type : Sd

Customer Service Associate at Federal Bank

India

Overview

Navneet is a detail-oriented banking professional at Federal Bank, specializing in retail banking, AML, and KYC compliance. A JAIIB-certified graduate of the JB Institute of Technology, he is recognized for driving customer satisfaction and operational excellence, with notable achievements in wealth management sales.

He is deeply committed to continuous professional development, consistently pursuing advanced certifications and training to enhance his expertise. This drive for learning demonstrates his ambition to stay at the forefront of the evolving financial services landscape and contribute meaningfully to organizational success.

Unique fact: Navneet was recognized as a top performer for achieving over ₹1 Crore in net sales in a single month.

Personality Overview

Somewhat Formal

Thoughtfully Quick

Trusting Of Others

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

AML & KYC Compliance
Recently completed a foundational certification and lists this as a core expertise, indicating a strong focus on regulatory frameworks and fraud prevention.
Wealth Management Sales
Recognized as a top performer in a wealth business sales campaign, personally achieving over ₹1 Crore in net sales in one month.
Professional Development
Actively pursues new skills and qualifications, having recently completed his JAIIB certification and attended a Junior Management Training program.

Media Appearances

Navneet has no verified media appearances

Work History

10-2022
Customer Service Associate at Federal Bank
6-2021 - 7-2021
Intern at Careers360

Education

2018 - 2022
Bachelor's degree from JB Institute of Technology (JBIT)

More Information

Social Presence :

Prographics :

Exp : 3 Location : India Job Level : N/A Designation : Customer Service Associate at Federal Bank
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Insights For Selling To Navneet

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Navneet is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Navneet

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Navneet move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Navneet take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Navneet

Personality Compatibility


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