Deepika Saha

Analyze current customer base, including portfolios, to identify potential sales opportunities.
Development of relationships with referral sources, identify and capitalize on opportunities, call on existing or prospective client in order to build new business.
Review and communicate proposals and cost estimates to customers.
Up to date on company best practices, policies, products, pricing, and promotions.
Increase overall sales efficiency and profitability through excellent salesmanship.
Build strong relationships with customers.
Collaborate with colleagues and peers on the sales, marketing, and product development teams to improve overall customer experience and satisfaction.

AML review and monitoring of accounts as required by Mashreq Bank KYC/AML policy and Compliance SOP.
Review/clearance of Payments/Foreign Trade referrals from Sanctions perspective.
Data analysis of various compliance reports.
Participate in uniquely structured projects to assure compliance and to compile information for in-depth study and analysis

Managing all the sales related activity of the Product (Credit Card, account opening & personal loan).
Responsible for supporting the company Sales Team and ensuring that they have the tools, support and resources needed to set them apart from the competition.
Carrying out administrative tasks such as data input, processing information, completing paperwork and filing documents.
Resolving any sales related issues with customers.
Completing the administrative needs of the Sales Department.

To assist all administrative and organizational matters in an efficient and effective manner. Arrange meetings and manage calendar scheduling for the section head and coordinate with concerned members and ensure attendance in meetings
Organize arrange and prepare documentation for the meetings both internal & external to ensure follow up & dispatch of correspondence.
Follow up messages issues record & relay accurate messages from clients on telephone e-mail provide adequate information when needed Reports to the Head & ensure projects on track. implement accurate database update maintain and store departmental files and departmental documentation maintain confidentiality

Backend Operations) and Offline Support

Profile: Providing Backend support and offline support for the ICICI Prudential Life Insurance
Company policy holders and policy documentations.
Interacting with Inbound calls and outbound calls, Using Integral shell (Linux) and Nortel Soft phone.
Taking customer’s escalation for queries, complaints & requests by Coordinating with backend