Madhav Shingare

Roles and responsibilities

• Developed and implemented strategies to acquire new customers.
• Generated and sustained a consistently strong pipeline of leads via prospecting, cold calling, and networking activities.
• Translate client requirements into customized solutions, addressing pain points effectively during presentations.
• Analyzed CRM database to identify current account balance
• Conducted market research to identify potential acquisition targets.
• Developed relationships with customers to increase sales of bank services.
• Performed regular reviews of customer accounts to ensure compliance with regulations.
• Provided advice and guidance on financial matters including investments and savings plans.
• Resolved customer complaints in a timely manner.
• Working on finacle to Monitored account activity for suspicious or unauthorized transactions.
• Ensured compliance with applicable laws and regulations relating to acquisitions.
• Analyzed customer financial needs and recommended appropriate banking products.
• Advised customers on how best to manage their finances according to their individual goals.
• Created presentations to communicate product features, benefits, and pricing models to prospective customers.
• Attended networking events to build relationships with potential clients.
• Maintained an up-to-date database of contacts for potential customers.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
• Identified customer needs by asking questions and advising on best solutions.
• Provided customer service to bank clients, answering inquiries and resolving complaints.
• Advised customers on various banking products and services such as loans, investments, and credit cards.
• Analyzed customer's financial information to determine the best banking products for them.

oRoles and responsibilities

• Conducted interbank reconciliation of transactions in The Interbank Transactions report detailing bank activities during the fiscal year.
• Identified discrepancies in stock counts and inventory records
• Maintained accurate accounting records of sales entries booked in Tally, reconciling against invoice data uploaded to Tracker for Moon SEZ.
• Renaming of invoices basically In invoice Renaming we firstly download the invoices from Tracker then renaming it with. client name, Date , Invoice Number
  It helps to Top management to easily identified the invoice in future.
• Payment advice uploaded on Tally. Payment advice is generally sent by the client to the service provider. It helps to understand for which services the client makes a payment.
• Maintained accurate payment records by capturing and updating Payment Advice screenshots in Tracker.
• Maintained accurate records of all activities performed throughout internship Period.