Prashant Pawar

• Provide Support to the customer service team for escalated complaints.
• Established trusting relationships with clients by maintaining open lines of communication throughout the entire representation process.
• Build expertise in Products, Technology and procedures to deliver the best possible support to the team members and customers
• Collaborated with fellow advocates and paralegals to maximize efficiency in case management and preparation.
• Negotiated favorable settlements on behalf of clients through effective mediation and negotiation tactics.
• Counseled clients during emotionally challenging situations, offering empathy while maintaining professionalism.
• Managed complex caseloads with diligence, prioritizing tasks to ensure timely resolution of cases.

Functions:

Day to Day Sales Projection | Budget Management | KPI’s |

Customer Retention | Stakeholder Engagement | High-level IT use | Promotional Materials | Innovative Problem Solving I Interpersonal Communication

• Providing comprehensive one stop lending assistance to Business customers – writing a deal, liaising closely with credit managers on decisioning deals
• Establishing relationships with non-bank customers, and developing long term customer connections to grow and promote the profile
• Analysing the credit proposals, business planning proposals for new business that will encourage new entrepreneurs & help revenue generation for the bank, analysing financial accounts of SME customers to ensure we are able to offer solutions that are risk compliant at the same time ensuring to grow long term business relationship with SME customers
• Practicing active listening skills to elicit customer’s business and understand their financial challenges with a view to developing mutually beneficial strategies
• Document preparation for approved proposals, progressive drawdowns, verifying the residential valuations from time to time to ensure mortgaged securities are up to date
• Using customer interface tools such as Salesforce to record conversation in the system for regulatory purpose
• Wealth Champion for the team, leading protect piece for the team

• Provide informed guidance to Retail Customers on Home lending
• Assess customer’s eligibility for residential loans using key lending ratio & criteria
• Understand client’s situation & recommend the loan structures, terms & Interest rates
• Deal with cross section of customers (Look Through Companies, Trusts, new home buyers & overseas buyers)
• Sell & promote the bank’s products and services to existing customers by proactively calling them & engaging in quality conversations, identifying customer needs & delivering solutions which provide value to customers e.g., Term deposits, credit cards, saving accounts etc
• Meet targets to ensure revenue growth, customer service scores & sales targets
• Proactively identify customers for cross sales & migration to other segments within Bank
• Proactively calling home loan customers to ensure their needs are met in today’s competitive banking environment & we retain their business, through a quality inspire conversation, special home loan interest rates approved, or cashback offers
• Calling existing home loan customers to discuss investment options to ensure acquisition deals for home loans
• Achievements: Built strong customer relationship, achieving sales & lending targets quarterly
• Achieved 120% of lending target
• Maintained 80% retention success rate.

• Meeting conversion target of Internet based Personal Loan application
• Achieving personal loan draw down targets by maximising the amount financed in every deal
• Achieving insurance penetration target
• Meeting all compliance related requirement.

• Maintaining and developing customer portfolio by developing mutually beneficial partnerships
• Hunting and closing new business opportunities
• Achieve targeted sales and profit growth
• Explore and maximise the category expansion opportunities
• Sending proposals to prospects and reviewing pricing of the existing customers.

• Assisting Territory Managers in execution of their business planning activities
• Scheduling execution of orders and ensuring timely despatch of consignments
• Checking consignment delivery report, follow up with Freight Company to ensure timely delivery to customers
• Resolving invoicing, pricing issues for the retailers by liaising with accounts team and helping service dealers and mass merchants in technical issue in coordination with Engineering team
• Responsible for managing retailers in Mt
• Wellington area
• Achievements: Executed assigned duties in timely manner by coordinating with different departments
• Recognised for quality of work by Management
• Management identified my customer centric approach while conducting day to day activities
• Active contribution in improving Standard Operating Procedures to avoid duplication of work
• Documented the Standard operating procedures for all the Customer Services related activities.