Sonam Singh

Experience

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  HDFC Standard Life Insurance

  Feb 2007 - Aug 2009

  Financial Consultant

  Promote a positive company image. *Develop and implement with the Sales Manager, subject to management. approval, an annual corporate business plans. *Developing sales activities according to the sales plan, company’s products and to underwriting guidelines *Responsible of meeting the sales target assigned by sales manager. *Conduct presentations whenever needed to potential customers. *Liaise with underwriting department to ensure preparation & offers according to requirements and time limits. *Submitting offers and quotations to clients. *Follow-up offers’ status. *Investigate on business opportunities. *Submitting reports on regular basis about the sales activities *Maintain register/ database of potential prospected clients. *Effectively use the database as a primary sales tool Show less

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  Spanco BPO

  Oct 2009 - Feb 2010

  Customer Service Representative

  Responds to client calls professionally, appropriately addressing client inquiries and complaints, ensuring their performance targets are met.Strives to handle and resolve client complaints regarding their products and services and identify priority situations that need to be escalated to the Manager Call Centre.Obtains all relevant data in order to provide clients with accurate up to date service and product information as well as correctly address inquires and complaints.Ensures client calls are routed where appropriate to Key Accounts or Client relations personnel.Follows up on client calls where required to ensure quality customer service is delivered.Conducts outbound call programs in support on the business, as directed by the Call Centre Manager.Completes call logs and call reports as necessary and updates them in the database.Updates the client database according to company software, recording client details, comments, inquiries, complaints, and actions taken. Show less

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  ICICI Bank

  Oct 2011 - Oct 2013

  Banking Officer

  Handling Post disbursement activities of Gold loan.Handling Service Requests through FCRM (Finacle Customer Request Management) and Solve queries within Turnaround Time (TAT).Daily interaction with Branches & responds to complaints, questions and Escalations on Mails or FCRM on priority basis.Responsible for Knowledge Transferring to the New Employees.Well verse in using Finnone for loan disbursement process( Home Loan, Consumer Loan)Responsible for Reviewing KYC (know your customer) for loan forms on daily basis.Well verse in using Finacle for customer account maintenance and customer master maintenance.Responsible for Quality Checking for Home Loan & Consumer Loan.Assist all colleagues with questions, problems which might occur.Ensure that efficient and smooth service is provided to all customers.To be able to work in shifts.To keep a customer record as maker and checker. Show less

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  Pentagon Marine Services Private Limited

  Apr 2014 - Jul 2014

  Executive Secretary

  Responsible for supporting high-level executives and management or entire department.Provide administrative support and performs numerous duties, including scheduling, writing correspondence, emailing, handling visitors, routing callers and answering questions and requests.Handle information request & manage spreadsheet.Coordinate office management activities & Determine matters of top priority and handle accordingly.Prepare confidential and sensitive documents.Responsible for administrative duties in the entire office. Show less

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  Cent Bank Home Finance Limited

  Jul 2014 - now

  Senior Officer

  Responsible for KYC compliance and required documents of HL process. Follow up with Legal Team & Credit Team for FI (Field Investigation) Verification of Customer.Appraising CAM (credit Appraisal Memo) updating any information required in the CAM, capturing correct deviation and sending for approval to Manager Underwriter. Solve the Quires of walk-in customer in the branch.Daily transaction entry in Intellect Banking Core System.Creation and implementation of branch processes, related to file login and sanction in consultation with Manager Underwriter.Attending customer service, banking of various cycle EMI cheques.Handling quires at branch level.Ensure timely processing of all bills.Effective cost management at the General Office.Personnel / Team Relationship Management.Customer/ Client Relationship Management. Show less