Shaik Siraj Ali

SENIOR EXECUTIVE FOR AELDRA BANK

FIRSTSOURCE, Hyderabad

• L2 Supervisor Role:

- Managed escalation calls with focus on KPIs like call interruptions and calls waiting.

- Ensured strict adherence to company policies and procedures.

Proactively informed senior management about recurring issues.

• Financial Oversight :

Monitored securities, transfers, remittances, and margin accounts.

• Customer Support :

- Assisted with VISA/MasterCard, ATM cards, and managed card usage records.

• Reporting and Analysis:

- Prepared detailed monthly, quarterly, and annual reports.

- Proficient in using Salesforce, Power Bi, CRM, Excel, HubSpot, and Zendesk Sell.

• Training and Evaluation:

- Received specialized training in Call Monitoring and Evaluation.

- Developed and understood evaluation programs, scorecards, and training initiatives.

- Provided coaching and feedback to enhance team performance.

• Technical Expertise:

- Addressed high-end social media escalations.

- Demonstrated high level of technical knowledge in tech-related matters.

• Time and Attendance Management:

- Tracked time and attendance efficiently.

- Managed absences and analyzed relevant data.

- Supported compliance initiatives.

• Special Services :

- Managed Bill pay, Check Loss Recovery, and IRA issues.

• Data Entry :

- Processed card-related transactions and maintained records.

• CD/IRA Management :

- Handled CD transactions and ensured compliance.

• Account Administration :

- Managed address changes and new account kits.

• Compliance & Anti-Money Laundering :

- Ensured Regulatory compliance and security.

• Detail-Oriented :

- Maintained precision and minimized errors.

• Analytical Skills :

- Resolved complex financial issues and discrepancies.

• Team Collaboration :

- Worked well in a Collaborative environment

• Insurance Responsibilities:
• Calculated and presented insurance quotes, educating clients on various insurance options.
• Conducted annual policy reviews, resulting in 15% increase in additional coverage recommendations.
• Developed personalized insurance policies and clearly explained coverage terms to clients.
• Ensured clients received optimal coverage by conducting in-depth research on providers and premiums.
• Provided excellent service through various communication channels, achieving 20% improvement in client satisfaction.
• Cultivated client-centered atmosphere, resulting in 25% increase in referrals.
• Finalized sales and efficiently collected deposits, contributing to 10% increase in revenue.
• Mortgage Responsibilities:
• Recommended mortgage approvals based on thorough client application reviews.
• Established strong relationships in Realtor and financial planning community, enhancing referral networks.
• Analyzed client property and investment portfolios, providing valuable insights.
• Conducted credit analysis and efficiently processed loans, meeting stringent timelines.
• Negotiated production goals with business underwriting, achieving 15% improvement in goal attainment.

• Assisted in maintaining and developing credentials databases and intranet sites, resulting in streamlined data management process.
• Monitored product line sales and costs, compiling progress reports using data analysis, contributing to 15% increase in sales efficiency.
• Implemented targeted marketing strategies, resulting in 20% increase in lead generation and subsequent boost in sales revenue.
• Monitored and reported on sales performance metrics, providing key insights that informed decision-making processes.
• Contributed to successful marketing strategies and actively participated in industry events and trade shows, expanding brand's visibility.
• Provided exceptional customer service and post-sales support, ensuring 25% improvement in overall customer satisfaction.
• Stayed updated on industry trends and competitor products, facilitating informed decision-making and staying ahead of market developments.
• Maintained and updated client records and sales reports, enhancing accuracy and efficiency in reporting processes.
• Collaborated with technical team to ensure successful implementation of projects, resulting in 30% increase in project success rates.
• Negotiated pricing and terms to close deals, achieving 15% improvement in deal closure rates and meeting sales targets.
• Prepared and delivered sales proposals, contracts, and quotations, resulting in 20% increase in successful proposal conversions.
• Generated leads and prospected potential clients, achieving 10% increase in lead conversion rates within target market.

• Improved customer service by providing tailored advice and assistance, addressing unique needs, resulting in 15% increase in customer satisfaction.
• Implemented forward-thinking strategies that led to sustained 20% improvement in customer satisfaction levels, successfully resolving concerns and meeting diverse customer needs.
• Delivered efficient customer support to both internal and external customers, managing constant flow of calls with average wait time reduced by 25%.
• Processed loan applications and documentation within specified limits, consistently evaluating creditworthiness to achieve 30% reduction in approval times.
• Conducted interviews with applicants to assess financial eligibility and feasibility of granting loans, resulting in 20% increase in successful loan approvals.
• Utilized metrics to set up customized debt payment plans and determined applicable ratios, contributing to 15% reduction in customer delinquency rates.
• Effectively communicated with clients, resulting in 25% improvement in information exchange and ensuring clarity in loan processes.
• Proactively updated job knowledge on various types of loans and financial services, staying informed and adapting to industry changes.
• Assessed customer needs, explored available options, and introduced different types of loans, resulting in 10% increase in cross-selling.
• Ensured loans met customer needs by determining eligibility and acceptability, following established protocols, resulting in 5% increase in customer retention.