لاكشمي CP

Developed customer relationships promoting insurance products through banking channels.
Recommended suitable investment plans based on customer financial requirements.
Achieved monthly sales targets through strategic lead conversion activities.
Assisted customers regarding policy issuance, renewals, and documentation procedures.
Coordinated branch activities supporting bancassurance sales and customer engagement.
Ensured compliance with IRDAI regulations and banking operational standards.

Managed customer requirements involving deposits, insurance, and loan products.
Cross-sold financial products including credit cards, insurance, and banking services.
Supported branch teams achieving CASA growth and revenue generation targets.
Prepared MIS reports tracking branch performance and customer interactions regularly.
Assisted customers resolving service queries and financial documentation requirements.
Generated leads through relationship-building and customer engagement initiatives.
Coordinated banking sales activities improving branch-level customer acquisition.