Sachindra Pandey

Freelancing as Team Manger in Event Company

• Handling service and complaints of HNI customers & bringing up to managements notice.
• Activation of NB and MB.
• Soft sales like TD, RD, locker, SIP, auto pay, investment account, demat account.
• Handling service for Insurance and Loans
• Providing end to end resolution before turnaround time.
• Handling CASA & PMS account opening documentation.
• Following up with different team and people to get customer work done.
• Handling documentation.
• Initiating client Mutual fund investment.
• Daily updating of customer database.
• Prospecting and identifying new leads and pitching to clients.
• Providing training to Management trainees.
• Providing client service by managing all aspects of customer relationships.
• Strategizing and implementing ways to achieve sales targets.
• Processing trade remittance request.
• Building long-term relationships with key clients.

• Working as a Phone banking officer in priority banking department handling Privy and Wealth customers.
• Handling inbound services of HNI customers and multiskilled both in Retail Liabilities & Credit card.
• Following up on complaints and providing end to end services.
• Responsible for servicing customers over phone on various products and services offered by KOTAK BANK.
• Assisting new joinee officers in any queries.
• Maintaining good service levels and cross sell bank products via call.
• Daily follow-ups for all the priority services and maintaining dashboards for this segment of a/c holders.