Supreetha Shetty

• Acquisition of CASA from Portfolio Management NTB, market reference, cross sell and selling of third party products (Life Health Insurance, Mutual funds SIPs ect).
• Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets.
• Ensure Liability acquisition targets are met by developing new relationships and leveraging existing ones within the customer base.
• Responsible for acquiring new customers through multiple channels campaigns (in the vicinity), branch walk ins, referrals from existing customers, through industry bodies and associations and through running industry.
• Achieving overall numbers and value targets as per scorecard. Ensuring timely opening of accounts and giving smooth on boarding experience to NTB customers.
• Compliance Risk Responsibilities Understanding of KYC, AML guidelines and complying with Bank policies and guidelines for the role and responsibilities. Understand customer needs and develop plans to address them
• Identify key staff in client companies to cultivate profitable relationships
• Resolve customer complaints quickly and effectively
• Forward upselling and cross-selling opportunities to the sales team
• Promote high-quality sales, supply and customer service processes
• Aim to preserve customers and renew contracts
• Approach potential customers to establish relationships
• Gain solid knowledge of competitors

• Engaged clients in person and over phone to answer questions and address complaints.
• Processed, scheduled and executed customer orders for new and established customers.
• Boosted team spirit and performance by communicating clear service expectations and quality goals to each team member.
• Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
• Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
• Reduced average call time [Number]% with optimal call control and efficient use of internal knowledgebases.
• Followed up with customers regularly via phone and email to obtain payments and schedule services.
• Coordinated customer service responses for high-value customers with complex issues as leading representative of [Type] team.
• Maintained accurate and current customer account data with manual forms processing and digital information updates.

• Cultivated customer loyalty, promoted repeat customers and improved sales.
• Responded to customer requests for products, services and company information.
• Evaluated account and service histories to identify trends, using data to mitigate future issues.
• Entered customer interaction details in [Software] to track requests, document problems and record solutions offered.
• Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Recommended [Product or Service] to customers, thoroughly explaining details.
• Provided information to customers regarding [Company]'s charge card and loyalty program and helped to open and activate new accounts.
• Leveraged sales expertise to promote [Product or Service] and capitalize on upsell opportunities.
• Answered constant flow of customer calls with up to [Number] calls in queue per minute.
• Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Answered customer telephone calls promptly to avoid on-hold wait times.
• Collected customer feedback and made process changes to exceed customer satisfaction goals [Number]%.
• Suggested new procedure to persuade cancelling customers to stay with company, resulting in [Number]% decrease in cancellations.

Senior Sales Coordinator

• Coordinate sales team by managing schedules, filing important documents and communicating relevant information
• Ensure the adequacy of sales-related equipment or material
• Respond to complaints from customers and give after-sales support when requested
• Store and sort financial and non-financial data in electronic form and present reports
• Handle the processing of all orders with accuracy and timeliness
• Inform clients of unforeseen delays or problems
• Monitor the team’s progress, identify shortcomings and propose improvements
• Assist in the preparation and organizing of promotional material or events
• Ensure adherence to laws and policies

Office Assistant

• Overseeing clerical tasks, such as sorting and sending mail
• Keeping an inventory of office supplies and ordering new materials as needed
• Maintaining files
• Welcoming visitors to your office
• Answering phone calls
• Taking and delivering messages
• Ensuring the office runs smoothly
• Scheduling meetings and sending meeting invites to attendees