TRI SANKER RAJU KUNCHALA

• Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
• Identified customer needs, developed customized solutions, and provided knowledgeable advice.
• Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
• Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
• Evaluated customer feedback to identify areas of improvement in products or services offered.
• Collaborated with internal teams to develop strategies that would increase customer engagement levels.

Ø Handing Open Market channel ,Digital and Connector channel,

Ø Handing 20 sales officers and 2 TL productivity every month,

Ø Daily sales tracking of leads and Review CRM,

Ø Responsible of retention of accounts Relationship Management for a Portfolio of customers

Ø Responsible for Cross Sell & enhancing relationship with existing customers by selling of Investment products like Mutual Fund, Insurance & Current account & Saving account through generation of referrals from internal database

Ø Customer service to ensure walk in customers issues

Ø Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc

Ø Review all critical reports, monitor cash levels, fraud control, filing etc

Ø C- Service Branch Banking Handling Private Banking.

Ø CASA Account Opening & Cross selling of third party products.

Ø Tracking of AOF Rejection & KYC Compliance.

Ø Advising to the customers in sales and service transactions.

Ø Interacting with the Customers

Ø Assisting clients/customers in selling insurance products.

Ø Processing of Personal loans and Auto loans.

Ø Documentation the applications.

Ø Updating CRM Daily basis