• Portfolio Management, Lead Generation and Conversion.• Handling Investment and advising clients on financial Service• Dealpro inward remittance• Operating Banking Probe42.in• Proficiency in Flexcube, CRM, OpenOffice and other banking tools.• Retail Asset and CASA and other liabilities product knowledge• Signing new clients and helping them through on boarding process• Serving customers by managing documents, information & financial transactions• Up selling… Show more • Portfolio Management, Lead Generation and Conversion.• Handling Investment and advising clients on financial Service• Dealpro inward remittance• Operating Banking Probe42.in• Proficiency in Flexcube, CRM, OpenOffice and other banking tools.• Retail Asset and CASA and other liabilities product knowledge• Signing new clients and helping them through on boarding process• Serving customers by managing documents, information & financial transactions• Up selling, Cross selling, Cold calling, Catchment Mapping• Acquire new customers who meet product criteria and flag them on the system• Ensure quality customer service is delivered• Disseminating required product information• Recording complaints as per the specified process• Error free documentation for all account opening and all customer instructions• (Stop payments, FD Closure, etc)• Ensure certification of documentation required for opening and maintaining• customer accounts• Identify and recommend solutions that fits their requirements the best• Offer the prospect or existing customer the complete range of products Show less

- Coordinating and executing with US Clients- Analyse project strategies and propose outcomes- Managing data dashboards- Lead Generation and conversion- Referrals

- Delivering set targets in mobile/Internet banking activation and usage- Ensuring product information is readily available to customers- Gathering and analyzing financial and related data of customers- Communicating with customers and handling queries

- Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements- Created and updated physical records and digital files to maintain current accurate and complaint documentation- Planned and executed service calls for employees, meeting with clients and vendor relations- Managed international shipment and other logistics with Fedex Facility and Bluedart- Delivered top notch administrative… Show more - Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements- Created and updated physical records and digital files to maintain current accurate and complaint documentation- Planned and executed service calls for employees, meeting with clients and vendor relations- Managed international shipment and other logistics with Fedex Facility and Bluedart- Delivered top notch administrative support to office staff, promoting excellence in office operations- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments- Performed administrative duties such as word processing, data entry, scanning and copying- Worked on tally and completed daily accounting records such as purchase,sales, expense, monthly bank statement etc- Partnered with accountant in monthly GST Return filling, monthly 2A report checking, TDS Payment- Managed miscellaneous bank work such as Cheque deposit, NEFT etc- Followed up with customers to collect specific financial information and payment collection Show less