BAJEO FERNANDO V

• Achieved ₹15 lakhs in CASA business mobilization through customer acquisition and portfolio management.
• Opened 15 new customer accounts with KYC onboarding and documentation compliance.
• Handled customer servicing, banking operations, deposit growth support, and relationship management.
• Supported compliance documentation accuracy, operational coordination, and customer portfolio activities.
• Gained hands-on experience in cross-selling, branch operations, and financial product servicing.

• Identified opportunities for cross-selling additional bank products, driving business growth through strategic sales efforts.
• Provided exceptional customer service, addressing concerns promptly and maintaining long-term client retention.
• Strengthened client relationships by providing timely and accurate financial advice, leading to increased customer satisfaction.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.

• Gained hands-on experience in logistics documentation, focusing on the preparation and verification of critical shipping and financial documents.
• Assisted in the generation of sea way bills, ensuring compliance with company policies and regulatory requirements.
• Played a key role in processing and filling up invoice bills, verifying accuracy and completeness to facilitate smooth financial transactions.
• Developed a solid understanding of invoice bill processing, including key elements such as taxation, payment terms, and regulatory compliance.
• Collaborated with the accounting team to ensure that proper tax payments were made and recorded accurately.
• Strengthened attention to detail and problem-solving skills by identifying and rectifying documentation discrepancies.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.
• Assisted account managers in preparing monthly reports that highlighted successes, challenges, and areas for improvement.
• Collaborated with associates and developed relationships with different departments across agency.
• Maintained detailed records of client interactions using CRM software, improving overall efficiency and organization within the team.
• Worked collaboratively with sales team to identify and target market opportunities.
• Supported day-to-day account management for company clients.

• Managed the complete export documentation process, ensuring accuracy, compliance, and timely submission of all required paperwork.
• Personally prepared and processed Sea Waybills, working closely with shipping lines to guarantee timely cargo movement and avoid delays.
• Handled packaging documentation with a strong focus on export-import compliance, including HS code application, labeling accuracy, and customs requirements.
• Generated and cross-verified invoice bills to align with purchase orders and contracts, actively resolving discrepancies to streamline financial transactions.
• Ensured all export documents shipping instructions, bills of lading, invoices, and packing lists met both client and international regulatory requirements.
• Maintained up-to-date records of shipments and documentation in Excel, enhancing traceability and operational transparency.
• Streamlined export documentation processes by implementing efficient filing and organization systems.
• Provided exceptional customer service by addressing client inquiries quickly and thoroughly regarding their shipments'' status or documentation requirements.
• Conducted regular audits of export files to ensure compliance with internal policies and regulatory requirements.

• Gained hands-on experience in flooring design, learning to create and customize patterns using company-specific design software.
• Assisted in developing and presenting flooring design solutions to clients by using softwares such as Auto CAD, Sketchup tool and ensuring alignment with their preferences and project requirements.
• Managed and contributed to multiple sales processes, engaging with clients to provide design recommendations and close deals, resulting in increased customer satisfaction and revenue.
• Developed a strong understanding of market trends in interior design, leveraging insights to support marketing and sales strategies.
• Coordinated with cross-functional teams, including designers and sales executives, to deliver tailored solutions and enhance client experience.
• Strengthened client relationships through regular communication and follow-ups, leading to repeat business.
• Established lasting customer relationships using active listening and problem-solving skills.
• Demonstrated willingness and interest in learning new tasks and skills.
• Developed strong product knowledge, enabling effective communication of features and benefits to potential customers.
• Maintained confidentiality of customer and business information to prevent data breaches.