PRIYANKA A

• Make follow-up calls with customers for closure
• Cross-selling the other products
• Conducting marketing activities and travel locally to meet new customers as a daily activity
• Achieve sales targets through direct efforts and by managing a team of business development executives
• Identify sales opportunities for the CASA products by acquiring new customers and building new relationships
• Manage business relations with existing customers to increase the depth of existing relationships
• Ensure timely servicing of leads received and resolution of discrepancies raised during application process
• Record and track all engagement activities through the CRM system
• Prepare and ensure implementation of sourcing, activation, implementation, coaching and mentoring plan for the BDEs
• Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

Achievements

Fantastic Five contest winner (5 Casa account in 4 Days)

Trinity contest winner (5 Demat account sourcing)

• Increase in Relationship value group product holding and group service
• Connecting with mapped customers on regular basis
• Acquiring new accounts (Current and Savings) from branch catchment area
• Branch daily basis achievements data preparing
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio
• Generating leads
• Build strong relationship with internal teams to leverage existing relationships from SME
• Resolving customer's queries and complaint
• Identify and contact potential market and customers
• Provide support to the personal banking department when needed
• Collaborating with other banking professional to ensure high quality client's service
• Conducted regular ride along with sales staff to review policy and procedure bench sales
• Familiarizing oneself with all the products and services offered by the company

• Sales activities planning, tele-calling and sales opportunities
• Branch daily basis achievements data preparing
• Connecting with mapped customers on regular basis
• Answering and directing calls and mails to the concerned staff members
• Make follow-up calls with customers for closure
• Increase in Relationship value group product holding and group service
• Generating leads

• Sales activities planning, tele-calling and sales opportunities
• Branch daily basis achievements data preparing
• Connecting with mapped customers on regular basis
• Answering and directing calls and mails to the concerned staff members
• Make follow-up calls with customers for closure
• Increase in Relationship value group product holding and group service
• Generating leads