Syed Vaseem Ahamad

Maintained customer portfolio to ensure client satisfaction and retention.

Achieved 100 percent of sales targets consistently.

Opened CASA accounts while holding accountability for cross-selling products.

Generated daily sales leads through cold calling, shop visits, and telephonic outreach.

Secured appointments with HNI customers to tailor product pitches and drive revenue.

Resolved customer queries and complaints, providing value-added services.

Sourced corporate accounts and promoted financial products including mutual funds and insurance.

Executed marketing activities to enhance organization’s product visibility and cross-selling opportunities.

• Maintaining the portfolio of the customers.
• Doing the 100% achievement of the Sales Target.
• Opening of CASA Accounts, holding accountability for selling cross sell products.
• Generating sales leads on a daily basis through cold calling, visits and telephonic calls and visit shop to shop activity.
• Seeking appointments from HNI customers and pitch products as per their need and getting revenue to the bank.
• Work as an active team member & maintain the team spirit. Help and respect colleagues and peers.
• Handling walk in customer queries and give them services like address updating PAN card updating name change signature updating.
• Analysed new financial products and made purchasing recommendations for customers considering various banking products, managed in-person over the phone and e -mail inquiries in a timely manner.
• Managed overall business development activities relating to new prospect identification and marketing campaigns, selling liabilities, assets & other banking products from the existing customers.
• Maintaining high standards of customer Relationship resulting in increasing Average Balances of the Customer and in turn attaining referrals and cross sell opportunities.
• Described promotional offers and used persuasive sales techniques to up sell services and convince clients to apply for additional banking services.
• Handling banking through outbound channel.
• Maintaining day sales report and submit to BH or ASM.
• Maintain cordial relations with all bank staff and customers and have a zero people conflict record.

• Explained credit card products to customers in Branch Banking and via telecalling.

Processed credit card applications, assisting customers both over the phone and in person.

• Reissued and distributed credit cards for customer pickup or mailed directly.
• Organized paperwork to ensure smooth workplace operations without omissions.
• Ensured timely processing of all documentation while fostering customer interactions.
• Communicated effectively with customers to instill confidence in addressing concerns.
• Attended daily team meetings, consistently achieving set targets.

• Analyzed customer profiles for credit card products in branch banking and telecalling.
  Entered daily sales reports to maintain accurate customer data.
  Processed customer document submissions through Kotak app for verification.
  Participated in team meetings to strategize and meet performance targets.

• Explained loan products, including personal loans, business loans, gold loans, LAP, and PLI.
  Entered daily sales reports to maintain accurate customer data.
  Processed customer documents within HDB application for efficient record-keeping.
  Participated in daily team meetings to align on targets and strategies.

• Prepared detailed reports on sales performance metrics for senior management review.
• Sourced new sales opportunities through inbound lead follow-up.
• Creating presentations for prospective clients to explain product features and benefits.
• Ensured compliance with all applicable laws regarding consumer protection regulations.