Immigration consulting

• Conduct Inbound and Outbound calls, related to negotiating payments, updating customer information, and other customer service inquires • Negotiate payment terms and methods using critical thinking and probing questions to overcome objections.• Maintain compliance by use of proper policy, procedures, and scripts.• Accurately record all details of communication and activities within system.• Proactively monitor and investigate accounts to locate pertinent information to aid collection.• Identify cases for special handling according to company criteria, including legal action and asset attachment.• Maintain a clean and secure work environment.• Ensure collection goals are obtained

• Assisted Customers for loan according to their need• Assisted customer for investment in Mutual Fund and Life Insurance products according to their need.• Optimized sales and maintained effective customer relationship to increase revenues and improve branch effectiveness.• Operated in sales environment for meeting and exceeding customer requirements through retaining loyal customers.• Evaluated the need and security of clients and advised the sanction limit of loan to supervisor.• Improved the sales of company's products.• Managed and utilized available tools to define client requirements and identify issues to sort out for final resolution.• Promoted the company products.• Managed the collection of over dues loans.

• Managed the New-To-Bank” (NTB) customers• Achieved the Business targets assigned in terms of cross selling, enhancing and upgrading the client relationships.• Ensured the highest level of service to the Bank customers.• Provided financial planning & investment advice.• Met sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.• Acted as one point contact for all requirements of customers in the branch.

• Liaised with bank’s branch staff and build effective relationships to maximize the business opportunity • Provided Knowledge about Insurance Products and supported bank’s branch staff through training to enable them to generate new business, understand customer needs and recommend suitable life insurance products to customers• Provided training to the bank branch staff to equip them to sell insurance products to customers and assist them in revenue generation• Provided guidance to the bank's branch staff in servicing existing customers, solved their queries and concerns and ensured the quality of business is maintained consistently• Enabled business procured through bank's branch staff is aligned to business quality metrics• Exercised due diligence to prevent unauthorized/ fraudulent transactions