Sheetal Thakur

Accept cash and payments,issue receipts,and provide change.

Operate cash register or receive payments by cash or credit card bills and through cheques

Deliver a high level of customer service to patrons using active listening and engagement skills.

• Communicated with clients to understand needs and identify best policies for each case.
• Created coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
• Exceeded company sales goals for new policies.
• Provided leadership and training for new joinees regarding industry best practices and company policies.
• Resolved customer issues in a timely manner while providing excellent customer service.

• Recruited qualified candidates for open positions within the organization.
• Maintained accurate records of all transactions within the agency's database systems.
• Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
• Prepared proposals and conducted closing interviews to increase insurance sales.

• Helped customers open accounts, apply for loans and make sound financial decisions.
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• Educated customers on variety of retail products and digital solutions, enhancing customer experience.
• Met with customers to analyze financial needs and maximize sales opportunities.
• Used product knowledge and abilities to execute consumer loans and other services.
• Created strategic financial solutions to suit individualized client needs.
• Recognized opportunities for cross-selling additional banking products or services.
• Developed relationships with customers by providing exceptional service in order to increase sales opportunities.