ANIL KUMAR

• Generated new business and referral clients in partnership with financial advisors and branch team.
• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Assisted customers with opening accounts and signing up for new services.
• Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Bancassurance Relationship Management

Building long term relationship with the bank staff by ensuring all their queries are addressed promptly and relevant technical guidance is provided

Training of Bank Personnel

Coordinating and organizing training for bank staff on KAI products, processes and business conversion.

PROFESSIONAL SYNOPSIS

A competent professional experience and knowledge of managing disbursement of Housing finance and Mortgage loan in Non Banking Industry working with Aavas Financer Ltd. Formaly know as AU Housing Finance Ltd as an Operation executive Qualitative experience and Responsbilites Disbursement of files & Subesequent, Payment making of disbursement amount, Author the maker Cersai, Repayment capturing,Tracking of file & repayment sechdule, direct transfer to customer A/c make the RTGS and NEFT and Customer service ,

Credit Administration:

• Providing constant feedback to sales unit for assisting them to restructure their sales strategy.

• Checking all the documents submitted by the Sales team and credit at time to disbursements of loan.

• Preparing the MIS and submitting the same to the management.

Client Servicing;

• Mapping client’s requirements and rendering effective solutions in line with the guidelines specified by the clients’ on Operations Shop Floor.

• Identifying improvement areas & implementing measures to maximize customer satification levels.

Sales Servicing;

• Give consultant for disbursement process

• Coordination with Sales and credit for disburse the file smoothly.

• Coordinate with sale team after disbursement is file disbursed or not and payment make or not .