Mohd Sameer Ahmad

• Developed tailored account growth strategies to enhance client satisfaction and drive revenue increase.
• Executed market analysis to identify trends and opportunities for client engagement and service improvement.
• Streamlined client feedback collection processes to enhance service delivery and foster stronger relationships.
• Presently taking Care of Education loan for U.P, U.K location for Branch channel along with all connectors, DSA are mapped to me.
• Coordinated cross-functional collaboration initiatives to align client needs with product offerings.
• Facilitated contract negotiation support to ensure favorable terms for clients and the organization.
• Implemented performance metrics tracking to monitor client satisfaction and service effectiveness.
• Resolved client issues efficiently, ensuring quick turnaround and fostering long-term loyalty.
• Identified customer needs, developed customized solutions, and provided knowledgeable advice.
• Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
• Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
• Resolved escalated customer issues efficiently and effectively within established timelines.
• Maintained accurate records of all client interactions within the company's CRM system.
• Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
• Evaluated customer feedback to identify areas of improvement in products or services offered.
• Collaborated with internal teams to develop strategies that would increase customer engagement levels.

•⁠ ⁠Sourced EL business with the help of Existing Channels.

•⁠ ⁠Scheduled meetings with New Connectors, colleges for their enplanement. After sales service.

•⁠ ⁠Meet with Customers for attachment in account like- FD, RD, GI, Credit Cards etc.

•⁠ ⁠Approach customer for balance Transfer cases of Education Loan.

•⁠ ⁠⁠Doing activity with Channel, salary team and wealth team to cater HNI segments for this product.

•⁠ ⁠⁠Leads generation through organizing school Activities, Doctor’s Meet, Defense officials meeting and other more activities.

•⁠ ⁠Training the Team on E-KYC Process, Dox requirement bases on Profile etc

•⁠ ⁠Training Team on Education loan, Business Loan and Personal Loan Credit Policy. Training to calculate eligibility bases on Customer Income and Profile.

•⁠ ⁠To ensure Team adhere to E-KYC Process and follow all process to achieve the Targets.

•⁠ ⁠Regular review on Leads in CRM and drive for Login to disbursal.

•⁠ ⁠Liaising with Branch Seniors for planning to achieve Branch EL, PL, BL and CC budgets. Discuss on exclusive drive and activity to increase quality leads.

•⁠ ⁠Regularly review on login cases and appraise cases bases on merit with Credit Team and Credit Seniors for better approval percentage.

•⁠ ⁠Review approved cases and ensure disbursal within TAT.