❖ Gathering data from primary and secondary sources, ensuring the upkeep of databases and data systems.❖ Analyzing and creating reports on a regular basis.❖ Identifying opportunities for process enhancements.❖ Assisting the creation of data-backed reports for stakeholders and higher management.❖ Processing customers’ Service Requests through CRM within the stipulated timeframe.

❖ Managed and grew business relationships with current and prospective clients in SME sector by providing banking facilities.❖ Achieved the monthly sales targets, assigned for various products and services❖ Advised clients on other products that meet their business requirements and for business development.❖ Updating clients regarding new lending policies to boost their business.

❖ Collected and analyzed sales data to discover potential business growth opportunities using data visualization techniques.❖ Prepared weekly, monthly and annual MIS reports for management review.❖ Performed data backup of sensitive data such as client documents etc.❖ Prepared Post Project Report (PPR) to be submitted to senior managers to identify challenges and areas to improve upon for future projects.

❖ Proactively identified sales prospects and conducted business development activities for SME, Corporate loans & Mortgages.❖ Assisted corporate clients in analyzing their requirements, identifying challenges within projects and devising solutions in collaboration with our banking partners.❖ Achieved the monthly sales targets, assigned for various products and services❖ Reviewed and analyzed client documents such as bank statements, rental agreements, title deeds etc. to determine feasibility.