Dixita Jethmalani

 Conduct Orientation with Parents on a timely basis to give them a visibility on their children’s academic growth

 Conduct weekly meeting with Parents and Teachers to understand and overcome their challenges

Be vigilant on every session that the students attend and maintain a proactive approach in resolving in case there are any ad-hoc concerns

 Maintain a constant engagement with parents to ensure that they have a long-lasting relationship with BeyondSkool in terms of timely renewal

 Conduct one on one meeting with parents to overcome their dissatisfaction through proper fact finding which would eventually eradicate any possibility of cancellation

 Keep a track of Renewal and ensure that it is done on a timely basis  Ensure that the customers get a delightful experience with BeyondSkool by regularly monitoring self-performance

 Client Acquisition.

 Understanding & structuring of clients loan requirements

 End to end process of logging in the file & taking it to the disbursal stage.

 Maintaining post sales relationship with the clients & providing them with periodical loan tops as per their requirement.

 Forming key alliances with Real estate developers /Real estate agents for generating high ticket home loan prospects.  Forming key alliances with Chartered A/C’s to cater their clients who would have loan requirements.

 Setting up meeting the HR person of various corporate firms to felicitate best home loan deals as well as personal loans for their employees.

 Managing end-to-end sales lifecycle – tapping prospects, analyzing their requirements, rendering advice, negotiating commercially and ensuring timely disbursement of loan documents to the customer

 Sourcing LAP products and implementing strategies to enhance market penetration and business volumes through bank branches and DSA’s

 Recruiting DSAs, assisting them in achieving their targets and driving them towards company goals.

 Cross-sell LAP to existing customers by way of renewal and fresh acquisition

 Regular and proactively communicate with clients and manage timely follow-ups

 Handle customer queries and provide timely resolution.

 Complete the documentation and other formalities for the loan sanction and disbursement.

 Independently handled relationship with Banks and NBFCs  Coordinating with the operations team and client for banking,

 New client acquisition by data mining and cold calling from various websites like Zauba Corp, Fundoodata, Trade India etc

 Generating finance from shares and loans

 Negotiate and structure financial details

 Prepare legal documents and prospectuses

 Pitching client Corporate Banking products like Business Loans, Loan Against Property, Machinery Loan, Working Capital, FCTL etc

 Understand and advise clients on plan of action suitable as per their requirement.

 collaborated with a diverse set of partners and experience working in cross-functional teams

 Coordinating with the operations team and client for banking, documentation, Personal discussion.

 Post sale services and relationship building to create prospects of existing clients.

 Maintain product and service knowledge through regular Meeting with internal & external stake holders

 Manage a Team of 3 Lead Generation Executive

 New client acquisition by data mining and cold calling

 Pitching client Corporate Banking products like Business Loans, Loan Against Property, Machinery Loan, Working Capital, FCTL etc

 Understand and advise clients on plan of action suitable as per their requirement.

 Coordinating with the operations team and client for banking, documentation, Personal discussion.

 Post sale services and relationship building to create future prospects of existing clients.

 Accountable for Performance of Team and Quality Scores

 Maintain product and service knowledge through regular Call Calibration Sessions with the Quality & Compliance Team

 Develop and maintain constructive and cooperative working relationships with stakeholders

 Carry out Weekly and Fortnightly Performance Reviews for the Lead Generation & Sales Team

 Manage a Team of 06 Counselors

 Accountable for Counselors Performance and Quality Scores

 Maintain product and service knowledge through regular Call Calibration Sessions with the Quality & Compliance Team

 Effectively managed Customer Experience through regular dipsticks and Call Monitoring

 Develop and maintain constructive and cooperative working relationships with stakeholders

 Carry out Performance Reviews for the counseling services staff as required

 Assist with the recruitment, assessment and training of volunteer counselors

 Communicate information to stakeholders using appropriate communication methods

 Interacting with US based Clients

 Monitoring and Maintaining computer systems and networks

 Setting up new user accounts and profiles and dealing with password issues

 Establishing a good working relationship with customers and other professionals, such as software developer

 Maintain historical records by documenting hardware and software changes and revisions

 Maintains professional and technical knowledge by attending educational workshops

 Cross selling various products and services as per the clients requirements.

 Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution

 Maintain customer records by updating account information

 Attract potential customers by answering product and service questions; suggesting information about other products and services  Assisted Supervisors in preparing Daily Reports

 Handled Team in the absence of Team Leaders

 Approach potential clients by utilizing mailings and phone solicitation

 Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts

 Customize insurance programs to suit individual customers, often covering a variety of risks

 Explain features, advantages and disadvantages of various policies to promote sale of insurance plans

 Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects