Priya Morey
Panvel
Summary
I look at my self as a strong leader and a problem - solver dedicated to streamlining processes to decrease costs and bring process eficiency. I use independent decision- making skills and sound judgment to positively impact process success. My communication skills have helped me excel as a trainer and an good sales person and this experiencehas helped me develop strong people management skills . I seek a challengingposition in an organisation by utilising my skills, knowledge and learning, and to work with full detemination. Have good interpersonal communication skills , quick learner and adaptable to all kind of environment.
Overview
17
17
years of professional experience
Work History
Sales Manager
CONNEQT BUSINESS SOLUTIONS LIMITED- GODREJ CAPITAL
mumbai
08.2023 - Current
- Evaluate credit worthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and feasibility of granting loans.
- Determine all applicable ratios and metrics, and set up debt payment plans.
- Communicate with clients either to request information or to provide information.
- Justify decisions (approvals/rejections), and report on them.
- Complete loan contracts, and counsel clients on policies and restrictions.
- Operate in compliance with laws and regulations, and adhere to lending compliance guidelines.
- Partner visits on a regular basis to get the business and conversations.
- Provide product and policy training whenever required.
- Driving the sales managers to log in to the files and hand-holding them until disbursements.
- Managed customer relationships through consultative sales techniques to attain individual sales goals.
- Showcased product features and benefits to drive sales.
- Customized service offerings to accommodate consumer needs.
- Trained and mentored junior sales staff on best practices.
- Managed customer relationships to enhance loyalty and retention.
- Conducted regular sales meetings to review performance and strategies.
- Assisted senior management in developing long-term strategic goals for the company's growth.
- Supported sales team members to drive growth and development.
ASSISTANT MANAGER
AXIS BANK
Mumbai
03.2021 - 01.2023
- Meetings with clients in-person to discuss new products or services, resolving client’s issues with their products or services to preserve relationships and communicating with other departments about maximizing client experiences
- Conduct customer satisfaction surveys and recommend ways of improving client satisfaction
- Educate and inform clients about the company’s products, services and special offers
- Attending the client complaints and resolving issues promptly
- Review company practices to ensure clients get maximum satisfaction from their purchases
- Work with internal departments to ensure the company meets clients’ expectations
- Looking after Cheque clearance and cheque returns and maintaining the records
- Fortnightly cash check and tallying
- AOF filling and scanning and resolving if any discrepancy
- Handling front desk
- ATM verification
- CDM machine verification
- Maintaining Locker register
- Handling noncash transactions Handling deliverables, cheque return register, IP cheque return register, account closure DD
- Raising SR for dispute cases and account related query.
- Helped less experienced staff manage daily assignments.
- Scheduled weekly projects, anticipating timelines for milestones and completion dates.
- Maintained positive, professional working environment to optimise staff and customer satisfaction.
- Helped senior management plan and carry out daily operations and meet key objectives.
- Established monthly goals, communicating priorities to staff and closely tracking progress to achieve success.
ASSISTANT MANAGER
KOTAK MAHINDRA BANK
Mumbai
05.2018 - 02.2021
- Handling cash and cash transactions
- Handling vault and all vault assets Handling noncash transactions Handling deliverables, cheque return register, IP cheque return register, account closure DD
- Maintaining Insta kits along with register
- Handling CDM (Cash Deposit Machine) and CDK (Cheque Deposit Machine)
- Resolving cash retract issue
- Performing monthly surprise audit and fortnightly verification on all parameters
- Raising service request in Seibel
- Handling customer queries and resolving the issue within TAT
- Contributed in two PSV audits and got well controlled
- Cross selling the products
- Doing Inward remittance.
- Trained and helped less experienced staff manage workloads and assignments, facilitating fulfilment of organisational objectives.
- Helped less experienced staff manage daily assignments.
- Drove sales and controlled costs to support revenue and profitability targets.
TELE SALES EXECUTIVES (TSE)
HDB FINANCIAL SERVICES
Mumbai
04.2017 - 05.2018
- Contact companies or people to ask if they need a loan
- Meet with loan applicants to gather personal information and answer questions
- Explain the loan’s terms & condition to each applicant
- Obtain and verify financial information, such as the applicant’s credit rating and income level
- Analyze and evaluate the applicant’s finances to decide if the applicant should get the loan
- Approve loan applications or refer them to management for a decision
- Preparing MIS & reporting to SM
- Achieving targets in given time limit.
TEAM LEADER
SPECTRA MOTORS
04.2014 - 05.2015
- Handling quires of customer
- Logging the policy
- Renewed insurance policy
- Break-In Inspection
- Handling walk-in customers
- Maintaining records
- Preparing reports & reporting to MD of company
- Assigning Monthly targets to team members
- Evaluation of MIS reports
- Designing the incentive plan
- Developing new sales strategy.
CR TEAM LEADER
RITU NISSAN
06.2013 - 03.2014
- Planning & delivering CRM strategies across the organization with a view to retaining existing customers, increasing brand loyalty & expanding the company brands
- Making sure the customer database is correctly segmented for targeted marketing activities
- Collaborating with other departments ensure the CRM strategy works well for every aspect of the business
- Liaison with the banks, financial services
- Handling voice process
- Customer query Handling.
SALES CORDINATOR
Apna Paisa Pvt ltd
05.2008 - 05.2013
- Handling customer’s quires online and solving them
- Taking all required information from the customer for loan
- Connecting the customer to the bank manager and trying to convert the lead
- Keeping follow-up of customer till the loan gets disbursed
- Achieving the given targets in given time limit
- Interact with Customers & understand the business and regularly monitor delinquencies / infants
- Establish rapport quickly with peers, managers & customers
- Decision making within defined TAT, understanding market realities with respect to industry
- Coordinating with sales, verification agency, and operations.
Education
S.S.C -
YET’S ENG SCHOOL THANE
H.S.C -
GVM JR. COLLEGE THANE
BSc. -
SIDDHARTH COLLEGE OF SCI, COMM. & ARTS, MUMBAI UNIVERSITY
MSc. -
VINAYAKA UNIVERSITY, SALEM UNIVERSITY
Skills
- Sales
- Communications
- Problem Solving
- Needs Analysis
- Business Development
- Operations
- People Management
- Process Management
- Loan processing
- Credit analysis
- Compliance management
- Team leadership
- Performance tracking
- Conflict resolution
- Effective communication
- Customer relationship management
- Training and mentoring
- Problem solving
- Lead generation
- Product knowledge
- Relationship building
- Excellent communication skills
Custom Section
MS Office (Word, Excel, Power Point), Windows 98/2000, Windows XP, Windows Vista, Analytical Chemistry
Personal Information
- Date of birth: 07/06/84
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Disclaimer
I declare that the information given above is true to the best of my knowledge.
Languages
English
First Language
Marathi
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1
Timeline
Sales Manager
CONNEQT BUSINESS SOLUTIONS LIMITED- GODREJ CAPITAL
08.2023 - Current
ASSISTANT MANAGER
AXIS BANK
03.2021 - 01.2023
ASSISTANT MANAGER
KOTAK MAHINDRA BANK
05.2018 - 02.2021
TELE SALES EXECUTIVES (TSE)
HDB FINANCIAL SERVICES
04.2017 - 05.2018
TEAM LEADER
SPECTRA MOTORS
04.2014 - 05.2015
CR TEAM LEADER
RITU NISSAN
06.2013 - 03.2014
SALES CORDINATOR
Apna Paisa Pvt ltd
05.2008 - 05.2013
S.S.C -
YET’S ENG SCHOOL THANE
H.S.C -
GVM JR. COLLEGE THANE
BSc. -
SIDDHARTH COLLEGE OF SCI, COMM. & ARTS, MUMBAI UNIVERSITY
MSc. -
VINAYAKA UNIVERSITY, SALEM UNIVERSITY
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