SNEHA DILIP KALE

• Involves calling prospective customers, explaining loan products, and closing sales.

Focused on upselling/cross-selling personal loans, saving account , and insurance.

Responsible for outbound calling for loan products and handling EMI queries.

Lead Generation & Conversion:- Contacting prospects, explaining loan features (interest rates, benefits), and closing sales

• Assisted clients with account inquiries and product information.
• Facilitated loan applications and documentation processes for customers.
• Developed strong relationships with clients to enhance customer satisfaction.
• Collaborated with team members to achieve sales targets effectively.
• Utilized CRM systems to track customer interactions and sales activities.
• Maintaining relationships with existing customers while seeking out new opportunities.
• Handling customer complaints promptly and professionally.
• Developed documentation of MIS reporting process flows and best practice

• Demonstrating/ Presenting/Introducing Selling Banking Products of the client.
• New client acquisition.
• Convincing customers for new products and maintaining relationships with clients.
• Responsible for processing documentation of loans and other financial services.