Dancing
swati
manager
bangalore
Overview
9
9
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Manager
Axis bank limited
Bengaluru, KA
07.2022 - Current
- Developed and maintained relationships with customers and suppliers through account development.
- Kept detailed records of daily progress to identify and correct areas needing improvement.
- Worked with clients to address and respond to client and partnership management issues.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Handling high valued customers and acquire new clients for CASA .
- Handling operations and sales .
- Handling customers complains and resolve the services.
- daily reports generations.
- Working on renewal payments for SIP, Loans and Insurance.
- Resolving billing and customer credit or debit issues.
- Extract and analyze large data for retention.
- Responsible for maximizing retention by partnering with renewal reps.
- Perform KYC Check and AML risk assessment for acquired customers.
cheif relationship manager
PNB Metlife Insurance India Pvt Ltd
Bangalore
09.2018 - 07.2022
- Swati singhName
- Dlf westend heights c1 tower 121,akshaya nagar, 560068 bangaloreAddress 7892791751Phone number rishu2522@gmail.comEmail cheif relationship manager-Insurance, IMF(Insurance Marketing Firm) CHANNEL ‑ Directly dealing with the brokers for the business and provide the product training to the branches of firms
- Acquire new firms with the given criteria
- Direct Marketing ‑ Work on the data provided by the company to provide the services to existing customers
- To acquire new HNI clients for insurance.
- Handling the customers for renewal premiums and identify the potential refresh/upgrades opportunities .
- manage a pipeline of upcoming renewals.
- To maintain and provide MIS as desired by the company for all clients.
- Handling Walk‑ins customer for services and new business., experience.
- Customer enquiry and complaints follow‑ups calls to be done
- Handling customer escalation calls
- Resolve all the customer queries with the 100% call quality
- Highly motivated individual who hold a bachelor degree in commerce and has 7years of experience in sales to service in banking and finance industry
- Experienced in portfolio management, service desk, acquisition, teller, client handling
- Delivered services to customer locations within specific timeframes.
retail branch banking
Hdfc Bank
Bangalore
08.2016 - 03.2018
- Acquire new clients for CASA inside the portfolio and outside the portfolio
- Manage the assigned portfolio given by the organization and acquire new NTRB customer
- To acquire new HNI clients for wealth, insurance, equity, demat and trading account from the identified target segment
- To cross sell all the products and provide accurate information for all products and services of the company to customer
- To maintain and provide MIS as desired by the organization for all clients
- Handling customer complaints and resolve the services
- Handling cash counter and get rewarded as a best teller award.
direct sales
American Express
Bangalore
08.2015 - 08.2016
- Identifies potential customers with the given criteria
- Data calling on the given data provided by the company
- Achieving monthly targets
- Doing activities in corporates to generate more leads
- To maintain and provide the MIS as desired by the organization for all clients.
home loan sales
Axis Bank
Bangalore
08.2013 - 08.2015
- Home loans-Direct marketing, Organizing sales visit
- Demonstrating and presenting products
- Establishing new business
- Visiting to builders and attend the walk‑ins customer and provide the details as per the requirements
- Aiming to achieve monthly or annual targets.
Customer Service Representative
IBM daksh
Bangalore
02.2011 - 08.2011
- Worked on Airtel postpaid process in inbound
- Dealing of complaints to completion and enabling satisfaction of customer
- Documenting all calls as per company MIS.
Education
bcom - commerece
05.2008 - 06.2011
commerce - commerce
04.2005 - 03.2006
10th - 10th
04.2003 - 04.2004
Skills
Strategic planning
Staff Management
Operations management
Verbal and written communication
Sales and marketing
Interests
Painting
Timeline
Manager - Axis bank limited
07.2022 - Current
cheif relationship manager - PNB Metlife Insurance India Pvt Ltd
09.2018 - 07.2022
retail branch banking - Hdfc Bank
08.2016 - 03.2018
direct sales - American Express
08.2015 - 08.2016
home loan sales - Axis Bank
08.2013 - 08.2015
Customer Service Representative - IBM daksh
02.2011 - 08.2011
Delhi university - bcom, commerece
05.2008 - 06.2011
KV NO 2 DELHI CANTT - commerce, commerce
04.2005 - 03.2006
KV NO 2 DELHI CANTT - 10th, 10th
04.2003 - 04.2004