Florance Joseph

• Promoted teamwork within the workplace by encouraging collaboration among staff members on various projectstasks.
• Established team priorities, maintained schedules and monitored performance.
• Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
• Helped with planning schedules and delegating assignments to meet coverage and service demands.
• Mentored team members to enhance professional development and accountability in workplace.
• Self-motivated, with a strong sense of personal responsibility.
• Demonstrated leadership skills in managing projects from concept to completion.
• Excellent communication skills, both verbal and written.
• Made hiring recommendations to increase company's productivity and profitability with quality workers.
• Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
• Assisted in organizing and overseeing assignments to drive operational excellence.
• Created employee schedules to align coverage with forecasted demands.

To be the first point contact with the customer in the branch, provide customer service and product information.

Handling KYC and Re-KYC for the individual and corporate customers. Updating and reviewing the periodic AML for the high net worth customers Customer acquisition & Deliverables Custodian.

Liaise with internal and external auditors for regulatory requirements. Responsible for report generation & filing.

Retention of accounts: Enhance the value of existing portfolio of current account & saving account customers.

Resolution of customer queries/complaints.

Worked for the Project Telstra.

To investigate proactively on the data usage and find any error’s occurred on the billed charges

Worked on MIDAS, Visualive and T-Analyst reports to get the exact usage in detail, to calculate the charges and credit back to the customers.

To contact Account executive to update on the status.

• Assisted in training new team members, fostering a collaborative work environment that supported professional growth.
• Contributed to policy updates by staying current on market trends and sharing insights with the underwriting team.
• Responsible for mortgage process, approves or deny the loan
• Prepares a careful, detailed analysis of the loan package to determine if a potential borrower presents an appropriate level of risk
• Reviewing the customer KYC documents and validating.
• Reviewed the income details and relevant other documents to process mortgage application
• Arranging terms and conditions for financial agreements • Provided decisions to the customers based on credit file
• Involved renegotiating of agreements.

Handling inbound calls for voice process for the process DELL. Troubleshooting for the technical software issues.

Selling software and hardware warranties (PON)

Fix appointments with prospects for sales consultants to make personal visit / or deliver test drives.

Customer Data Verification calling (once in every six months).

Tele calling for specific marketing programs running concurrently.

Attend to all tele-in enquiries and collect the enquiry details like prospect name, contact number, product interested in etc.

Prepare daily, weekly and monthly tele-in report and share the same with management.