Pradeep U

Experience

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  HDFC Life

  Aug 2021 - Dec 2021

  Sales Development Manager

  >> Worked in BANCA channel , Sourcing New Business from Bank Database >> Servicing the Existing customers and upselling the products>> Closing the deal and work towards the issuance of policy>> Collecting the Renewal from the unpenetrated database

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  Axis Bank

  Jan 2022 - Jul 2023

  Assistant Manager

  >> Handling Customer services requests and queries.>> Building Rapport with the clients and stakeholders.>> Handling Branch Cash and Financial transactions such as NEFT ,RTGS,IMPS,Clearing of chequesGenerating New Business through leads and references.>> Taking care of Mapped book ETB customer, HNI portfolio Management and cross selling the Third Part Products.>> Deepening the mapped book by getting fund flow from the customers. >> Analysing Risk profile and provide financial advice accordingly Show less

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  DBS Bank

  Aug 2023 - Jul 2024

  Customer Service Officer

  >> Ensured compliance with all applicable regulations and bank policies for all processes related to banking transactions>>Addressing customer queries and grievances within the defined timelines and escalating to the appropriate authorities when required.>>Processing customer service requests and responding to customer service accounts.>>Receipt and processing of cheques, demand drafts, dividend warrants, pay orders, other instruments, and bills for deposits up to authorized limits.>>Processing requests for new account opening, transaction updation, etc., jointly with an officer or independently, upon specific authorization. Show less