Aarti Patil

1. Portfolio Management: Managed and optimized portfolios for a diverse client base, including Non-Resident Indians (NRI) and High Net Worth Individuals (HNIs).
Ensured personalized investment strategies that aligned with clients' financial goals and risk tolerance.

2. Cross-Selling and Upselling:

• Identified opportunities to introduce additional financial products and services to clients.
• Drove revenue growth while ensuring solutions met the evolving needs of the clients.

3. Target Achievement:

• Consistently achieved and exceeded monthly sales and revenue targets through effective portfolio management and relationship-building.

4. Relationship Building:

• Acted as the primary point of contact for NRI and HNI clients.
• Delivered personalized financial advice and solutions, ensuring clients' financial objectives were consistently met.

5. Customer Service Excellence:

• Delivered superior customer service by promptly addressing client queries and concerns.
• Built strong, long-term relationships that resulted in high client satisfaction.

6. Issuance and Documentation:

• Led the issuance of key financial documents, ensuring regulatory compliance and minimizing delays in the approval process.
• Collaborated closely with internal teams to ensure timely and accurate execution of transactions.

7. Customer Renewal and Persistency Management:

• Successfully collected renewal premiums from existing customers, ensuring timely payments.
• Improved persistency ratio by fostering strong customer relationships and delivering excellent service.

• Set monthly and daily sales goals for outbound call team according to company objectives
• Motivated team to meet monthly goals and beat other teams in the Center
• Did spot-checks listening in on calls to make certain team followed provided scripts
• Meeting with tele callers to discuss telesales strategies
• Setting weekly and monthly sales targets
• Maintaining customer relationships.

• Understanding financial needs of the customer viz Personal Loans, Business Loan And Professional Loans
• Able to convert Customers from market competition
• Responsible for maintaining IRR & PF to achieve organizational targets for PL BL & LTP
• Ensuring adherence to vaulting process & policies
• Drive sustainable growth and acquisition of new and existing customers
• Maintained a 90% client retention rate by providing excellent customer service and building strong relationships with clients
• Apply innovative approaches and tactical marketing plans
• Sells products by establishing contact and developing relationships with clients
• Created detailed sales reports and forecasts to track performance and identify areas for improvement
• Trained and mentored new Sales Executives to improve their sales skills and achieve their targets
• Managing a true and fair view of the products position of the company by preparing financial statements viz, Review Data, Reports like waterfall models and all and Annual reports
• Monitoring and supervising customer service queries & request in defined TAT.

• Working with bajaj finance in CA & Doctor Professional Loan Under Touchfree Profram Direct Channel
• Completing daily targets and establish daily, weekly & Monthly Reports
• Comprehensive experience in banking sales & credit operations
• Co-ordinating Internal, credit & clients
• Preparing short term and Long term business plan
• Identifying business opportunities by identifying prospects and evaluating their position in industry; researching and analyzing sales options
• Maintaining relationships with clients by providing support, information, and guidance, researching and recommending new opportunities
• Ensuring adherence to vaulting process & policies.

• Used to sale person loan.