Collaborated with internal teams to develop strategies that would increase customer engagement levels.
Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Generated reports regarding customer interactions, performance metrics, and revenue goals.
Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
Developed strategies to attract new customers while retaining existing ones.
Implemented CRM systems for tracking client interactions and improving service delivery.
Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))