Praveen A

Handle inbound and outbound customer calls professionally.

Handled calls for High Net-worth Individuals (HNIs), ensuring personalized, priority service for complex banking and financial queries.

Assist customers with queries related to accounts, transactions, cards, and digital banking services.

Accurately record customer interactions and issue details in the CRM platform.

Update and maintain customer data as per internal policies.

Provide timely resolution updates to customers via CRM.

Provide first-level support related to Core Banking operations like account access, passbook updates, transaction discrepancies, etc.

Coordinate with internal teams for issue escalation and resolution within CBS.

Follow bank protocols, regulatory guidelines, and privacy policies during customer interactions.

Maintain call quality, turnaround times, and adherence to service-level agreements (SLAs).

Engage with clients through phone and video calls to understand their financial needs, goals, and risk tolerance.

Present and explain various financial solutions in a clear and engaging manner, ensuring clients make informed decisions.

Conduct virtual financial consultations to assess client requirements and recommend suitable investment and insurance products.

Build and maintain strong client relationships by providing excellent service, addressing queries, and offering proactive financial guidance.

Develop and implement virtual sales strategies to enhance client engagement and maximize conversions.

Conduct market research to stay updated on financial trends and opportunities to better serve clients.

Collaborate with team members to share insights, best practices, and improve overall sales performance.

Manage documentation and ensure seamless processing of financial plans and insurance policies.

Maintain a high level of professionalism and customer service to drive client satisfaction and loyalty.

Handle inbound and outbound calls, as well as chat support, to assist clients with personal and business loan inquiries.

Provide detailed information on loan products, eligibility criteria, interest rates, and repayment options.

Handle customer concerns or escalations efficiently, ensuring a positive resolution and maintaining high customer satisfaction levels.

Follow up with clients to ensure completion of applications and improve conversion rates.

Maintain strong customer relationships by offering proactive support and ensuring a smooth customer experience.

Build and maintain strong customer relationships by providing excellent service, addressing inquiries, and offering ongoing support.