SHAILESH SAIPOGU

1. New Client Acquisition: Identify and acquire mid-sized corporate companies for Credit Ratings.
2. Client Portfolio Management: Manage existing client relationships and portfolios.
3. Sales and Promotion: Promote CRISIL and benefits of credit ratings through:
- Cold calls in industrial areas
- Bank branch visits
- Client meetings
- Banker meetings/presentations
4. Post-Acquisition Follow-up: Ensure payment and gather feedback from clients.
5. Feedback Collection: Collect feedback from customers and share with analytical teams.
6. Surveillance Fee Collection: Collect fees for rating process and debt facility mandates.

• To monitor closely the Home Loan data and cross sell insurance - HDFC Life & source open market business too
• Responsible for managing the relationship with all sources as Builder, CA, Real Estate Agent, References and identified then in his geography/area by visiting them
• Responsible for submission of complete application form & documentations from Login To Disbursement I hereby declare that the information is true to the best of my knowledge
• I bear responsibility for the correctness of the above mentioned particular.

• Build excellent relationship with customer & fulfill all service related requirement
• Cross sell bank products to branch customers which are mapped
• Track customer complaints/queries and turnaround times for customer satisfaction
• Maintain customer relationship record for assigned customer accounts.

• By cold calling or warm calling
• On Daily basis fix Counseling session for 2 Home Demos
• Schedules and conducts structured counseling sessions
• Through this session, then analyse a student's need for Toppr and helps him/her buy the subscription
• If Enrolls Gives payment option for Cash, Credit Card, Bajaj finance, Post-dated Cheque

• Maintained responsibility of sales, contracts, negotiations and reporting for account
• Successfully convinced clients to purchase instead of leasing to minimize losses to competitors and extend individual client investments
• Improved sales processes to streamline customer acquisition and on boarding strategy
• On daily basis have to do 4 fix meeting with client
• Cross sale Of Health Insurance (TATA AIG ) Only Applicable for Axis Bank Home Loan.