Lavina Dhanwani

• Responsible for handling sales related issues
• Prepared Invoice, Performa, etc. after getting confirm Sales Order
• Maintaining Customer Purchase Order and executing in time.
• Coordinating with accounts for generating Invoice against each purchase order.
• Handled the tasks of preparing quotations for different products
• Make arrangements for Material Dispatch
• Make arrangements for attending tender openings
• Ensure timely delivery of products to customers
• Update daily report of sales team to Head office
• Communicate with eligible candidates for interviews
• Evaluate reports and documents prepared by subordinate
• Handled the tasks of promoting products and services of the organization
• Communicated with the purchase department regarding payment of out standing bills

• Handling the Front Desk Queries of the customer related to banking service
• Cross Selling of all Banking Products like SAVING A/C, CURRENT A/C, TRINITY A/C, TERM DEPOSIT ETC as well as Third party products like INSURANCE, MUTUAL FUNDS.
• Verifications of all Account opening Forms
• Maintaining the Deliverable Register with entry in System
• Manitaining the First Pass Queries of Branch
• Ensure KYC and audit related things at the time of selling the products
• And most important thing Maintaining Good Relation with Customer
• Verification and accepting of customer requests and processing of the same/forwarded to the respective units
• Handling of mails/couriers
• Attending all customer queries and resolution of the same
• Internal information/ communication with COPS/ other units regarding customer complaints & requests
• Maintenance of undelivered items and ensuring the delivery of the same to respective customers
• Accepting request for TD issuance, renewal, closure
• Handling TD related queries, follow up with customers;