SONAM PANDEY

• Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
• Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
• Processed paperwork for new accounts and transactions with high degree of accuracy.
• Used CRM system daily to maximize service opportunities and enhance communication.
• Handled over multiple incoming telephone calls, emails and chat requests.
• Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.
• Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.

• Provided internal compliance policy and procedure and professional conduct reporting to operational and
• Qualify leads from marketing campaigns as sales opportunities
• Maintained monthly targets
• Presented the company to potential clients through cold calls and emails
• Done customization product solution to increase customer satisfaction
• Maintained a long- term trusting relationships with client
• Conducted training for new joiners
• Handled branch banking and done cross selling.

• Reconciled accounts and reviewed expense data, net worth, and assets.
• Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
• Used advanced software to prepare documents, reports, and presentations.

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• Handled day-to-day accounting processes to drive financial accuracy.
• Evaluated and improved financial records to make important business decisions.
• Reviewed business operations and obligations to help organization function at acceptable level.

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Assisted with problem resolution and dispute management relating to import and export activities.
• Coordinated import and export of goods for multiple clients, providing accuracy and timely delivery.
• Conducted financial due diligence on potential investments and acquisitions.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.