Pooja Sharma

Responsible for achieving sales targets for the bank's various products through bancassurance partnerships. Manage the entire issuance process of policies, including documentation and follow-up with clients. Resolve customer queries related to banking and insurance products, ensuring a high level of customer satisfaction. Conduct client visits and meetings to promote bancassurance products and services. Collaborate with internal teams, including underwriting and claims, to ensure seamless customer service and quick resolution of issues. Analyze market trends and provide insights to senior management to develop strategies to achieve business goals. Work closely with the bancassurance partner to ensure effective implementation of the partnership. Ensure compliance with all regulatory requirements and internal policies and procedures. Maintain accurate records of sales and customer interactions in the bank's CRM system.

Resolved customer queries related to loans and provided effective solutions. Cross-sold personal loans to customers and generated leads for HL, BL, and CC. Used effective sales strategies to convince clients to accept proposals, resulting in an increase in revenue generation. Answered questions about account types and banking products such as CDs, money market accounts, loans, and credit cards. Checked the status of customer accounts and tracked checks and payments. Reviewed and explained account charges to customers. Assisted banking customers who were victims of fraud, theft, or identity theft. Assisted customers with replacing lost or stolen credit or debit cards and address changes.

Managed operations activities & attend the call to solve the query of the customers. Cross sell the products. Meetings with clients to have a feedback about the services being provided and resolving complaints, discrepancies and other issues hence improvement in processes & products. Handling events, meetings & online.