SANTOSH SAHU

Core Responsibilities

• Customer Contact and Reach out
• Business goals delivery
• Complaint Sales
• Service query management and resolution
• Satisfactory client interface as per Axis bank standard

Day to Day Responsibilities

• Effective client base coverage across the mapped base
• Delivering on Investment, Insurance and Forex sales through calling and relationship management
• Building relationship with customer and helping customer with their financial and investment planning
• Coordinate and track appointment to closure by partnering with key stake holders

• Daily visits of assigned bank branches
• Establish strong business relationship with the Branch
• Achieving assigned sales target for assigned bank
• Generating new business form existing bank customer base
• Make regular joint calls with bank resource to close sale
• Follow-up on renewal business to achieve set renewal target
• Coordination for training for bank Staff

• Contacting customers and providing information on new financial services
• Providing efficient and quality services to retail customers
• Recognizing needs of a customers and providing them financial solutions
• Processing all applications of financial transactions following company rules