Akshay Meshram Email & Phone Number

Nagpur, Mh, In

Nagpur, Maharashtra, India

Responsible for new client acquisition and managing the overall client relationship with respect to working capital finance in MSME sectorEngaging with clients to enrich the relationships and provide banking and investment solutions to meet various needs of the customerEnsure timely servicing of interest by customers and maintain portfolio healthProvide complete and comprehensive information on various products, services offered by the Bank and ensure best services are provided to themGuiding team members to sell the right product to fulfill the requirements of the client and maximize sells with 360 degree approachProviding a constructive feedback and assisting team members to solve customer's concern with respect to the productGenerating reports for senior management and be accountable for day to day tasks

Gurugram, Haryana, India

Primarily responsible for explaining benefits of the investment plan and making the customer realize importance of investment will add more value and security in life Understanding client’s investment objective, their income, expense, liabilities & responsibilities, risk tolerance, tax status to develop a financial plan and Persuading them to purchase the investment plan which has been suggestedIncreasing conversion and average ticket size of the sells through customer engagement, product knowledge and convincingRecommending different investment instruments like equity fund, bond fund, balanced fund, money market fund and guaranteed plan, etc. according to customers investment objective, risk appetite and goalAssisting with general queries of the investment like withdrawals, free look cancellation, nominee related queries etc.Resolving Client queries about financial planning, investment strategies and selling best insurance/investment in customer’s best interestPost sells help in filling up proposal form, documents upload, additional requirements raised by insurer and in the issuance of the plan. Also getting the customer logged in on the portal for tracking fund value and closing other general concernsUp-Sell or Cross-Sell on the basis of previous plan with new investment strategy & benefitsAssisted Team Lead for the EOD works, roster, data collection etc.Trained nesting batches about the product and product updates

Jaipur, Rajasthan, India

Responsible for crediting loyalty points in the account of member according to stays at the chain hotel or depending on the package taken and other criteriasUpgrading/Downgrading tier status of the member on basis number of stays in a year, loyalty points in the account and other criteriasCreating new account of the member by listing to the recordings received through IVRResolving general queries of the members through e-mail and by call if requiredDelisting of duplicate account of the member on the special requestProcessing of the refunds, cashbacks and amendments in the stayAllocation of the job to the colleagues and provided floor supportTrained nesting batches for product knowledge & efficiencyAssisted AMCC for job collection report and EOD reportsModified SOP for simplification and more efficiency

Ahmedabad, Gujarat, India

Resolving tickets of the guests through emails and calls as per the Standard Operating Procedure or in the best interest of the company.Assisting in-stay guest on Priority: Assisted members who were staying at hotel or having any trouble in getting there or facing any kind of issue while staying.Resolving Bad Feedback Stays: Handled displeased members who have shared bad feedback about the stays. By contacting guest and getting all things in written and investigating about the same from the hotel's end and compensate guest accordinglyEducated Guests about services: About the cashbacks and offers which were running at the time for the online bookings. Also individual about services and terms of working Amending Guest’s stay: As per the requirement under pertaining policies and getting hotel voucher approved from the hotel’s end and updating in system.Keeping record of the conversations: Keeping guest query and action taken in written as it would help to understand and resolve query fast.Following up with other departments to resolve customer queries like refund, for updating hotel stay vouchers, early/late check-in requests, etc.