Sales Support / Investments and Insurance October 2012 till date Application verification – Account opening Mass, Premier & Premier Life / Term Deposit Request.Looking after processing of fund transfers.Handling Customer query’s at front end.Assisting Team Mangers & Relationship Managers in maintaining Management Information regarding sales reports & Analysing Data.Assisting Relationship Managers in resolving Anti Money Laundering alerts… Show more Sales Support / Investments and Insurance October 2012 till date Application verification – Account opening Mass, Premier & Premier Life / Term Deposit Request.Looking after processing of fund transfers.Handling Customer query’s at front end.Assisting Team Mangers & Relationship Managers in maintaining Management Information regarding sales reports & Analysing Data.Assisting Relationship Managers in resolving Anti Money Laundering alerts and other compliance work.Preparing KYC information of the customers and regularly updating the profile of the customers.Preparing and issuing Bank Reference and balance confirmation letters to the customers.Handling and processing all insurance and investment deals and also following up with the insurance provider for timely booking of the deal.Looking after and processing all high risk and PEP(Politically Exposed Person) accounts.Assisting premier customers for their account related queries.Develop ownership attitude to customer inquiries and complaints to ensure they are addressed properly to reduce customer attrition. Show less

Oversee the operation and ensure compliance with the company’s policies and procedures.-Maintain and keep required documents to facilitate business transactions-Reviewing & preparing credit applications for personal loans / calculations for credit cards risk (O.D, Limit increase & decrease).-Customer satisfaction (ensure delivery of debit/ credit cards, chq books and if customer’s instructions have been proceeded).-Buddy up with Sales team of 5 RMs and… Show more Oversee the operation and ensure compliance with the company’s policies and procedures.-Maintain and keep required documents to facilitate business transactions-Reviewing & preparing credit applications for personal loans / calculations for credit cards risk (O.D, Limit increase & decrease).-Customer satisfaction (ensure delivery of debit/ credit cards, chq books and if customer’s instructions have been proceeded).-Buddy up with Sales team of 5 RMs and ensure their customers receive their fulfillment items as per standard time lines, courtesy calls are made at regular intervals, AML alerts are responded to within stipulated time lines, Application forms for all products reach the processing department error free to ensure a seamless process flow till the activation of debit card.-Prepare sales reports on weekly basis.Personal Key skills:Written and verbal communication skills.Organization and flexibility. Ability to form relationships with clients. Ability to priorities and multitask.Time-management.Negotiating skills.Team Managing. Complaints solutions. Show less

Collaboration – Takes initiative to effectively partner and collaborate across the organisation and externally to drive performance.; Client Servicing:Make sure all the customers are attended promptly and courteously resolve all customer requests efficiently. Manage and make sure Service level is maintained within the branch at all the time. Any pending customer request’s are to be escalated to the management as per escalation matrix.Reacts quickly and as necessary to customer’s… Show more Collaboration – Takes initiative to effectively partner and collaborate across the organisation and externally to drive performance.; Client Servicing:Make sure all the customers are attended promptly and courteously resolve all customer requests efficiently. Manage and make sure Service level is maintained within the branch at all the time. Any pending customer request’s are to be escalated to the management as per escalation matrix.Reacts quickly and as necessary to customer’s complaint and escalate the matter to concern department management. Co-ordinate with operation teams and other relevant teams for resolving high impact issues. Focus on providing continuous improvement in service.Always meet the monthly target in terms of the retail products.Cross sell is always encouraged with service as per the customer’s requirements. Show less