Lohith P

Experience

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  Shriram Finance Limited

  Oct 2021 - Apr 2023

  Relationship Executives

  Shriram Transport Finance Co Ltd is one of the leading NBFC it provide loan for used vehicles  Finalization of LTV on the basis of vehicle Valuation, model & company Grid General insurance Renewal follow up before expired Date  Cash Acceptance and Generation of Receipts Customer/Company Executive Query Management Deposit/Debenture/Mortgage loan/Life Insurance Application Processing and Servicing

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  HDFC Life

  Apr 2023 - Nov 2024

  Senior Corporate Agency Manager

  Coordinate with branch operations in order to ensure timely processing of Policy/application forms. Maintain good relationship between branch manager and colleague. Regular product training / refresher to the sales force of the branch and Corporate Salary. Manage sale through Bancassurance channel with bank assigned.

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  Kotak Mahindra Bank

  Nov 2024 - now

  Elite Relationship Manager

  Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.Ensures high levels of customer service orientation and application of bank policy.Cross-sells existing bank products to customers.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction. Show less