Rohan Awaghade

Job Description

• To engage regularly with the preferred customers as defined by the contact policy and provide a Consistent and amp; Superior Digital Experience.
• Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.
• To enhance Customer Relationships and amp; while doing so, Educate, Encourage, and amp; Induce the customers to use.
• Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.
• So that the VRM becomes the top-of-the-mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set.
• Customer Continuous engagement with the portfolio customers mapped (1000 to 1500 groups/ PF) as per the contact policy, with accurate and amp; complete capture of interaction details.
• Call handling as per defined standards.
• Promoting Digital Banking services for a superior customer service experience and Profiling of customers to aid the right cross-servicing of Bank products.
• Accurate logging and resolution of complaints and Attrition control of customers.
• Regular interactions with the customers and proactively assessing customer needs.
• Ensure portfolio quality of relationship while racing considering eligibility.
• Monitor large amount movements and account closure from the deposit accounts.
• Right, cross-sell products basis profiling and engagement, Penetration of products across groups.
• Sales across all product segments-TPP, Assets, Cards, etc.
• Use of triggers to track the maturity of FDs, movement of CASA balances, etc, and prevent outflow.
• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
• Ensure all laid down systems and processes are followed as stipulated by Audit and Senior Management, Ensure accurate and timely submission of financial transactions.
• Adherence to set processes of updating customer interactions in CRM next, MIS-Reporting.
• Ensure timely submission of Customer base review/reports as requested by Central Team / Senior Management.

Job Description

• Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details. Provides rate quotes and coverage recommendations; assists with long-term planning. Assists with completion of the application and other necessary paperwork; obtains underwriting approval.
• Educate the customer about products and complete monthly sales targets.
• Calling on provided customers' data & scheduling appointments daily & close those leads by meeting with customers.
• Maintain good relationships with all mapped clients through weekly calls & get referrals from them.
• Analyze existing client portfolios and cross-sale products and services as per their lifestyle, risk profiling and requirements.
• Managed a team of 2 Employees, overseeing hiring, training, and professional growth of employees.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Networked with business leaders and executives to identify clientele within the local community.
• Submit information into spreadsheets, databases, and customer relationship management systems.

Job Description

• To aim to maximise profits through developing sales strategies that match customer requirements and by promoting products, services or ideas.
• To role client-facing role which involves travelling around and holding meetings with clients and potential clients as the representative of a company, its products and services.
• Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
• To Promoting New Products , services with exitising customer Base