Senior Sales & Service Officer
Mashreq
مجموع سنوات الخبرة :18 years, 3 أشهر
Provide financial services which exceed the customer’s expectations
Profile each & every walk-in customer met to understand their needs
Cross selling additional products over and above core KPI’s
Effectively use the CRM tool for KPA’s & to Minifinap based on client profile
Assessing and scrutinizing of all applications for end to end products
Improve Service Level & take ownership of Customer complaint resolution
Adhering to branch process & SOP’s laid down by the bank
Deputize BM/Counter service manager in their absence
Worked as a Bancassurance Officer for Canara Bank Channel
Managing 26 Branches across South canara with Aviva ULIP’s
Managed a Portfolio of various bank SME clients
Promotion and Sales of Investment & Pension Products for clients of Canara Bank
Reporting to Sales Manager on daily basis with reports on Sales Activities
Team Leader, Managing a Team of Five FSO’s
Promotion and Sales of various Banking products
Sales of various retails assets and liability products
Working with the Team, Leading as Well as Assigning Targets on Monthly Basis
Assigning set targets to FSO’s to kiosk based promotion of our products
Attained First Class In MBA
Overall First Class Average in 3 Years Degree