Prathima Ramesh Email & Phone Number

India

Transaction Management: Managed customer transactions efficiently, including deposits, withdrawals, and account maintenance, ensuring seamless service delivery. ATM Operations: Handled ATM loading and unloading operations, maintaining operational efficiency and security. Cheque and Remittance Processing: Managed the clearing of cheques and outward remittances, verifying signatures and documents to prevent fraud. Cash Operations: Accurately handled cash operations, ensuring compliance with cash handling procedures. New Member Introduction: Introduced new customers to the bank's platform and software, assisting them with the onboarding process. Account Maintenance: Performed regular account maintenance, ensuring all account information was up-to-date and accurate. Customer Assistance: Assisted customers with inquiries related to loan and mortgage applications, providing guidance and support throughout the process.Currency Operations: Operated UK and overseas currency tills, managing foreign currency transactions effectively. Administrative Tasks: Performed general administration tasks, contributing to the smooth operation of the branch.

India

Product Promotion: Actively promoted the bank's range of products and services to both new and existing customers, enhancing customer engagement and driving sales growth. Account Management: Managed the opening and closing of various accounts, including Fixed Deposit (FD) accounts, ensuring accuracy and compliance with bank policies. Cross-Selling: Effectively cross-sold the bank's third-party products, contributing to the diversification of the bank's revenue streams. Customer Service: Addressed and resolved customer queries promptly, ensuring a high level of customer satisfaction. Regulatory Compliance: Followed Know Your Customer (KYC) and Anti-Money Laundering (AML) guidelines strictly to maintain regulatory compliance and protect the bank's integrity. Audit Control: Played a key role in controlling and ensuring favorable ratings during audits by adhering to internal policies and standards.

India

Client Acquisition: Successfully identified and engaged prospective clients through various channels, including leads and referrals, to expand the customer base. Client Engagement: Scheduled and conducted client meetings to discuss their insurance needs, presenting tailored solutions that align with their financial goals. Client Retention: Performed regular follow-up calls and maintained ongoing communication to ensure client satisfaction and address any queries or concerns. Insurance Advisory: Provided expert advice on a range of insurance products, helping clients make informed decisions about their coverage options. Policy Management: Conducted periodic reviews of clients' insurance policies to ensure they continue to meet their evolving needs and provided recommendations for updates or changes. Proposal Preparation: Prepared comprehensive and customized insurance proposals, showcasing the benefits and features of the products to facilitate informed decision-making by clients.