PAVITHRA MOHANASUNDRAN

• Source and book new loans for the bank.
• Develop and maintain strong relationship with the new and current customer.
• Meet monthly target set by the bank.
• Efficiently provide customer service for walk-in customer, address their enquiry and sort their needs immediately.
• Promote unsecured personal loan products.
• Cross selling other banking product, example, credit card.
• Comply with bank policies, guidelines and regulations at all time.
• To maintain and uphold service standards set by the bank at all time.
• Participate and display team work in all aspects of work, projects and assignments. Attend road show as well when required.

• Executes a consecutive selling process which involves identifying and recommending Alliance Bank products to meet customer’ financial needs
• Achieve sales target/ standard of performance for unsecured products (personal loan & credit card)
• Solicit leads via referrals and cold calls through sales blitz, telemarketing, road show, etc
• Collaborate and working alongside with branches to generate referrals ad cross selling a wide range of retail products to existing and new potential customers
• Conduct telemarketing calls as per set timeline and in a professional manner
• To ensure the accurate and timely completion of:-

1. End-to-end application process.

2. Submission of sales/ pipeline management reports

• Keeping abreast with updated product information, market changes and provide market intelligence and customer feedback to the management for appropriate action

• Aggressively source and book new loans for the bank
• Responsible to meet monthly targets and minimum standard of performance
• Develop and maintain strong relationship with current and new customer
• Attend road shows and etc when required
• To actively promote Unsecured Personal Loan products
• Cross selling other banking products, when required
• Exhibits high professionalism and competency when selling
• Ensure bank’s interest is protected at all times
• Comply with bank policies, guidelines and regulations at all times
• To maintain and uphold service standards set by the Bank at all times
• Participate and display team work in all aspect of work, projects, and assignments, Group Management

• Handle inquiries and transactions on banking and credit card products
• Lead based referral to a successful deal in terms of the products design by inbound Sales Leverage
• Promote and cross-sell banking products as appropriate
• Deliver superior customer service to ensure a superior Citibanking experience to our customers
• Manage escalations and dispute on sales for the channel
• Increase offer rate and act as a shadow support to the team leader to increase sales opportunity at team level
• Meeting the daily / monthly target given by the bank.