VIRTUAL ACQUISITION MANAGER - AXIS BANK Ltd.
(2021-02)
- Manage the liability product acquisition thru leads from digital channels and propensity bases, delivering our prospective liability clients a superior customer experience. Acting as a single point of contact till the customer is onboarded.
- Achieve monthly targets by selling products such as loans, Life insurance, General insurance, cards to existing customers.
- Effectively utilize all applications, tools, and databases used to process transparent end-to-end client support. Proficient with systems related to Banking transactions and services.
- Strictly adhere to the internal control policies and ensure that the organization's activities are carried out in accordance with the set guidelines.
BANK OFFICER - SALES - IDFC FIRST BANK Ltd.
(2020-01 - 2020-12)
- Introduce & acquire new SA customer in the identified segment and reference generation from the specified catchment.
- Area Mapping in the catchment and maintaining of Daily activity/Sales report.
- Preparing Wish list of customers through cold calling and promotion activities.
- Meeting and completing account opening formalities with strict adherence to KYC norms (Field verification Mandatory).
- Engaging customer with multiple products at the time of account Opening( viz: Mobile banking/Net banking registration /RD- FD activation).
- Ensuring account activation & 3 month funding for incentive gating.- Generating Leads for family accounts and other cross sell products.
- Resolving customer queries/issues.
BANK OFFICER - SALES - ICICI BANK Ltd.
(2018-02 - 2019-11)
- Generate new customer leads through various channels
- Proactively identify sales prospects and conduct business development activities in the geography assigned Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, assigned to him/her, for various products and services
- Cross sell assets and fee products
- Follow the various internal guidelines and procedures of the bank
- Ensure customer satisfaction through regular engagement
- Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups made
SENIOR CUSTOMER SERVICE ASSOCIATE - IDBI INTECH Ltd.
(2016-08 - 2018-01)
- Verified customer data and performed credit checks.
- Performs independent check of KYC information provided by given data.
- Analyzed financial reports and complied data for central branch.
BUSINESS OPERATIONS ASSOCIATE- (Reliance Postpaid Sim) - VERTEX CUSTOMER SOLUTIONS INDIA PVT LTD
(2015-07 - 2016-01)
Managed 70+ inbound customer interactions daily regarding nationwide CDMA postpaid voice, EVDO data cards, and FWP services.
- Resolved billing discrepancies, adjusted disputed roaming tariffs, and managed credit limits for individual and corporate accounts.
- Handled device-specific troubleshooting for CDMA-enabled Android and Lenovo co-branded handsets.
- Assisted customers with MIN (Mobile Identification Number) programming and network authentication errors.
