Jomol Jose
Palakkad
Summary
Facilitates customer needs analysis by delivering tailored solutions and expert investment advice. Manages asset portfolio and customer service for diverse financial products. Resolves complaints and inquiries efficiently, ensuring high customer satisfaction.
Overview
3
3
Languages
7
7
years of professional experience
Work History
Senior Customer Service Manager
IDFC FIRST BANK LTD
Coimbatore
06.2022 - Current
- Delivered customer service for asset products, ensuring client satisfaction and retention.
- Resolved customer complaints and requests regarding loans, enhancing overall customer experience.
- Provided comprehensive services for all loan products, assisting customers with inquiries and applications.
- Maintained in-depth understanding of company products and services, ensuring accurate information for customers and team members.
- Sold various financial products, including acquisitions and credit cards, to customers.
- Managing the Asset portfolio
Relationship Officer
KOTAK MAHINDRA BANK LTD
Palakkad
07.2021 - 03.2022
- Maintained strong relationships with customers, guiding them in investments and loans.
- Serviced diverse customer needs, enhancing client satisfaction.
- Visited clients monthly to strengthen relationships.
- Acquired new customers for the bank, expanding the client portfolio.
- Relationship Officer of 695 portfolio customers
Financial Service Consultant
ICICI PRUDENTIAL LIFE INSURANCE LTD
Kochi
11.2019 - 07.2021
- Sold life insurance and investment plans to ICICI Bank customers, enhancing their financial security and investment options.
- Facilitated bancassurance services at ICICI Bank, connecting clients with tailored insurance products to meet their financial needs.
- Scheduled daily appointments with customers to explain tax-saving plans under sections 80c and 80d, promoting investment plans for their future financial growth.
- Core product was to sell the Life insurance i.e., Protection plan.
Education
M.Com -
IGNOU
Coimbatore06-2022
BBA CA -
Sreenarayanaguru College
Coimbatore05-2018
Doctor of Philosophy - Ph.d In Marketing
Sreenarayana guru college
Coimbatore, TNSkills
- Customer service skills
- Product knowledge
- CRM software
- Sales strategy
- Customer retention
- Relationship management
- Effective communication
- Ability to Work in a Team
- Team leadership
- Creative Thinking
- Microsoft Office
- Computer Skills
- Service excellence
- Positive attitude
- Relationship building
- Relationship building
Languages
English
Malayalam
Tamil
Custom
UG PG Projects, 2017-06-01, UG and PG Projects, Assignments and ideas are given on basis of the needs of the students.
Timeline
Senior Customer Service Manager
IDFC FIRST BANK LTD
06.2022 - Current
Relationship Officer
KOTAK MAHINDRA BANK LTD
07.2021 - 03.2022
Financial Service Consultant
ICICI PRUDENTIAL LIFE INSURANCE LTD
11.2019 - 07.2021
M.Com -
IGNOU
BBA CA -
Sreenarayanaguru College
Doctor of Philosophy - Ph.d In Marketing
Sreenarayana guru college