IDFC FIRST Bank

	Coordinating with other group companies to seamless access to other products of bank as well.
	Managing and Acquisition portfolio of Mid-Size/small size Corporate employee salary account acquisition.
	Maintaining relationships with Director’s and Top management heads for corporate banking solution.
	Handling complaints and customer escalation for banking services.
	Opening Online/Physical Salary/CASA/Discount broker account
	Develop new business from existing clients and actively seek new cross sell opportunities
	Taking care of Salary processing for acquired/assigned Corporates
	Adhere to KYC guidelines and Bank process as laid down from time to time
	Ensuring strict adherence to service and quality benchmarks as prescribed by the Bank

Deputy Manager

Motilal Oswal Financial Services Ltd

	Handling Talisma portal for Customer queries of branches/franchisee and clients regarding Trading, Account opening, Modification, Discrepancy related to ledger, contract notes and mis-selling of TTP  product
	Handling the outbound call, email and chats process
	Handling and sharing feedback of complaint raised on all social media platform / SEBI / Grievances
	Communicate and follow up the with sales/advisor in case of any pending queries.
	Auditing calls of sales and advisor regards to customer complaint and escalation concern.
	Opening EKYC/Physical demat & trading account of customer and guide them for KYC details through call/chat/email
	Doing EKYC Verification of documents while opening demat account.
	To do IPV (In Person Verification) of the customer while opening an account.
	To guide the customer about Equity, Derivatives, Commodity, Currency, Mutual Fund, Readymade Portfolio and Insurance.
	Reactivation of Demat account and dormant account through online and physical process received by inbound/email/chat.
	Generating TTP product or NRI/NRE leads and assigning the leads to Product manager.

Senior Sales and Customer Support - Retails HO

4 Years of Experience in  Customer Experience and user engagements. 

Sales and Business Support with a demonstrated history of working in the financial services industry. 

Skilled in Microsoft Word, Sales, Capital Markets, Microsoft Excel, and Customer Service.

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