Relationship Manager - ICICI BANK LTD
(2024-08)
- Service for wealth and privileged customers
- Managing customer portfolio by visiting them
- Raising service requests and following up on escalations within TAT time
- Handling asset desk over 2 years
- Probing customers for asset products
- Engaging with customers on service issues related to homeloan, lap, car loan, education loan and personal loan
Sales officer/grade D0 - Kotak Mahindra prime Ltd
(2022-09-22 - 2024-04-30)
- Coordinating with RMs of various divisions
- Managing file consumption from various car show rooms
- Following files from approval until RO copy receipt by dealer
- Doing sources and multi-role playing tasks
- Communicating with customers for e-mandate process
- Handling login and disbursement
- Managing Matrix with accountancy functions including ROI and payout to dealers
Sr executive and sales coordinator - Iprocess limited
(2021-09-28 - 2022-09-20)
- Telecalling to pre-approved customer or already existing customers regarding top up loan or refinance loan process
- Visiting customer places for login process and verification
- Entitled as PDD coordinator as well as file coordinator
- Collecting vehicle invoice and RC copies from respective DSTs
- Updating daily basis MIS
- Pushing number of files from DSTs
- Following files from longing stage until payment completion
- Reporting activities to respective managers and boss on daily basis
