Poonam Jaiswal Email and Phone Number

• Managing end-to-end sales lifecycle for Mortgage products, tapping prospect, analysing customer’s requirement, rendering advice, negotiating commercially insuring timely disbursement of loan document to the customer. • Proficient in creating Management Information System (MIS) reports using advanced Excel techniques, with a focus on tracking and analysing key metrics related to both loan applications (login) and disbursements. • Gained a deep understanding of customer experience with mortgage product and procedural categories through voice of customer (VOC) research • Identified issues opportunities and associated strategies within assigned procedural areas through frequent conversations and interaction with customers and with the product team / operations team. • Given training and Presentations regarding mortgage products to new joiner • Applied a metrics-driven approach to analysis data, emphasizing the importance of quantifiable measures to evaluate performance and identify areas for improvement in mortgage facilities and related processes. NPS (Net Promoter Score), CSAT (Customer satisfaction score), Customer conversion rate, Customer retention rate,

● Gained Knowledge of both secured and unsecured products ● Coordinated with every product team for end to end process ● To participate in the Marketing Campaign in the catchment area for Asset Lead generation ● Lead a team of nine members at a time and given training regarding both secured and unsecured products● Managed high net worth clients ● Handled customer escalations