LEENA WAGHMARE

Data research & data mining for International & domestic clients; Generating leads via using multiple tools like LinkedIn, Gmass, Clear bit, Name 2 Email , Lusha, Rocket rich etc.; Scheduling meeting with them & conduct product demonstration; Follow up via calls & emails; Preparing the commercials & negotiating if required; Taking care of leads in all stages till closure; Create lead in HubSpot and changing the status of the lead accordingly; Maintaining the data in sales dashboard; Provide training to the new joiners; Meeting with the managers.

Cross-sales banks products such as Mutual funds, Life and General Insurance. Assist Branch Sales Manager to improve branch business. Relationship Manager for HNI accounts. Cross sales to increase branch profitability. Add valuable customers with bank. Collect and forward documents for CASA/TD account opening. Providing knowledge of advance banking (online banking).

Worked in voice process to generate high-quality sales and to provide customer service. Virtual Sales of Banking products Liability, Asset, and third-party products. Understand customer needs and develop plans to address them. Manage and generate lead and convert into sales through banking process. Forward upselling and cross-selling opportunities to the sales team. Approach potential customers to establish relationships. Build reports with key decisionmakers. Understand and monitor client business and financials for ensuring suitable and timely solution or corrective action. Resolve customer complaints quickly and effectively like digital banking and providing solution according to their requirements. Guide to the customer to manage their wealth and asst tax saving plan.