Meera Limbachiya Email & Phone Number

Bharuch, Gujarat, India

Anklesvar, Gujarat, India

Relationship Officer HDFC SalesMar 2018 to Present (4 years 2 months)Available to join in 1 Months*Job Responsibilities(JR)* : 1). Sourcing files through banks internal and external channels To mentor and guide and jointly participate with team of sales managers & HBLs in below activities Sourcing of files through banks internal and external channels Along with are manager , jointly meet and assist the customer in login to disbursal formalities To liase with customer, operations, credit, cpu to ensure smooth disbursal of the case Assist channel in case sourcing by arranging for training at channels on lead sourcing quality, give feedback on leads generated so as to ensure quality of lead generation improves and improves Ensure calling on leads received from channels, references received from existing customers. 2). Wherever required, personally meet up with customers - especially HNW(High-net-worth) customers. 3). Minimum 10 customers to be met personally and customer interaction to be updated in CRM next per month. 4). Initiate for activities for lead generation Cross Sell - CASA/ Insurance / Assets Cross selling of assets, casa and insurance through existing customer references and cold calling for external customer Coordination with Insurance partners for customer queries - Ensure customer is briefed on the policy details to avoid mis sell and miscommunication. 5).Channel Management - Branches Meeting Monthly Targets / DSA Logins Meet cluster heads , do joint calls / customer meeting on identified opportunity bases, update on rate revisions, product offers etc. 6). For DSA channel: Ensure continuous channel engagement, training, update on product features and offers to improve file sourcing. 7). Fixed deposits and other products as introduced by the company to home loan customers of HDFC Sales

Anklesvar, Gujarat, India

• To monitor closely the HL data and cross sell insurance (HDFC Life and Non – Life) • Fixed deposits and other products as introduced by the company to home loan customers ofHDFC Sales • To source open market business nearby Ankeshwar too and achieve the targets assigned• To be completely aware of the products being offered by the company and understandcompetition offering and handle customer objections • To ensure proper customer profiling on each call / customer visit, to identify and understandhis/her needs and accordingly recommend investment and Insurance options • Managing client servicing at the branch lobby and ensuring maximum client satisfaction

Bachelor'S Degree, Business/Commerce, General, 5.5

Higher Secondary, Business/Commerce, General

10Th, Board, 80 %