REVATHI LIJO

• Sourced current and savings account offerings, including credit cards and personal loans.
• Serviced payroll and WPS portfolios for salaried customers, ensuring satisfaction.
• Conducted initial screening of KYC and income documentation for new account owners.
• Managed corporate payroll portfolio across all retail banking asset and liability products.
• Onboarded companies to FAB portfolio, providing competitive employee benefits.
• Delivered exceptional customer service for payroll companies across all retail products.
• Generated business through open marketing, new company acquisitions, and internal client referrals.
• Offered insightful advice on remortgaging possibilities based on market trends.
• Conducted in-depth financial analyses for optimal loan solutions.
• Provided financial advice to guide customer decision-making.

SPECIALISED PRODUCT - CASA, CREDIT CARD

• Generated the Business through Open Marketing, Acquisition of new company listing, Internal Client references and other marketing sources.
• Visited the companies, conducting events, market cold calls.
• Setting of high standards & targets for self-motivation, focusing on targets & achievements.
• Provided prompt & accurate product & process information to the customers.
• Worked on end-to-end process, Log in to sanction, sanction to disbursement and subsequent tranche disbursement.
• Established and maintained client relationships through superb communication.
• Documented daily work in lead development and successful sales.

Specialized in Privilege NRI A/c, Loans, Insurance, Cards etc.

• Maximized accounts profitability through cross selling company's other products such as personal loans, smart loans etc.,
• Utilized multiple marketing strategies to improve profitability.
• Identified business opportunities by listing new companies.
• Handled customer queries and providing feedback via email, telephone.
• Created prospect rapport by approaching leads and cultivating strong business relationships through sales.
• Developed relationships with high-profile client by successfully employing sales techniques.
• Protected top-priority accounts by employing effective sales and marketing techniques.
• Responsible for preparation of weekly and monthly sales reports.
• Monitored and analyzed trends and competition activities to strengthen sales strategy.
• Educated customers on growth opportunities for mutually beneficial outcomes.
• Regularly monitored market and competitor behaviors, remaining ahead of trends to offer best-possible service.