Swarna Mughi

• Managed customer relationships and exceeded sales targets for financial products including loans and
insurance.
• Conducted outbound calls, scheduled meetings, and provided client advisory services to enhance satisfaction.
• Maintained accurate CRM records, tracked leads, and ensured prompt follow-ups for better conversion rates.
• Delivered presentations to clients and supported digital and cross-selling initiatives.

• Promoted digital banking, boosting customer usage by over 40%.
• Handled client inquiries via calls, emails, and walk-ins, ensuring timely issue resolution.
• Surpassed CASA acquisition targets and improved customer satisfaction through active engagement.
• Coordinated sales and marketing activities for branch-level growth.

• Supported telemarketing, lead generation, and data management for regional campaigns.
• Assisted in executing promotional strategies and maintaining client communication databases.
• Prepared reports on campaign performance and sales metrics for management.