Hamilton I

ACCOUNT OPENING

• Providing service related to account opening for customers
• Document analysis with criteria's, verifying customer data with accuracy
• Provided support to team members whenever required.
• Reviewed customer applications and supporting documents to ensure accuracy and completeness.
• Identified any discrepancies between customer application forms, supporting documents and regulatory requirements.
• Responded promptly to customer queries related to their accounts.
• Verified all required documentation for compliance purposes.

BORROW MONEY

• Opening credit card for customers after various checks and conditions being satisfied
• Providing adequate response to customers for proper documentation of proofs
• Attending customer query to provide smooth customer journey
• Conducting investigations to identify frauds and forgeries
• Customer Verification through hooyu platforms and back office amendments of customer data whenever required.
• Cross verification of customer data with personal lending unit for approval under special circumstances

• Helped customers find specific products, answered questions, and offered product advice.
• Engaged customers in friendly, professional dialogue to determine needs.
• Worked with fellow sales team members to achieve group targets.
• Built and maintained relationships with peers and upper management to drive team success.
• Assisted teammates with sales-processing tasks to meet daily sales goals.

• Ensured accurate data entry into the banks' computer system.
• Prepared pitch books, briefs, and status reports.
• Maintained records of customer transactions.
• Assisted customers with opening new bank accounts.
• Helped customers understand and use mobile applications and online banking.