Reeth Gupte

· Reverting emails queries of clients.

· Client retention goals.

· Upsell services and products.

· Handling escalations.

· Cross selling different products to existing clients.

· Maintaining reload data month wise.

· Verifying Beneficiary KYC and uploading the same in the system.

· Follow up with the clients for outstanding payments

· Sharing card expiry details with the concerned SPOC.

· Maintaining Data Hygiene Activity.

· Conducting helpdesk activity in organizations for KYC completion.

· Processing monthly loading in the employee’s cards as per the data shared by the HR.

· Providing invoice copies for payment

· Maintaining monthly reports

· Provide training on the related products.

· In person meeting with top clients on monthly or quarterly basis.

· Opening CASA Accounts.

· Authorizing opening and processing of FD’s, DD, RTGS, NEFT, Fund Transfer, Accounts and Cash Transactions.

· Handle customer queries or complaints with proper resolutions.

· Interaction with new customers and cross sell other products of company,

· Locker Operations.

· Processing Customer’s request within TAT period.

· Processing Bonds, TDS payment, Legal and deceased claimed.

Nature Of Work

· Code Creation of New Client & Coordination till dispatch of cards.

· Order inputting through system for Cards and vouchers.

· Handling escalations of clients on call

· Resolving queries on mails

· Optimization of Service charge & Face value.

· Beneficiary KYC Observation & Uploading

· New Contract Observation & Code Migration into system.

· Follow up on Re-order.

· Follow up on outstanding payment collections.

· Preparing reports of assigned activities.

· Managing profits through monthly targets (Monthly Target – 1 cr)

· Managing client feedback by monitoring their satisfaction adhering to company policies & follow up on client comments & feedbacks.

· Responsible for red alert/stop client to be highlighted to the concerned on immediate basis.

To deliver high quality, prompt and courteous Property Management services to Residential Clients

Inspect and monitor the function of Civil, plumbing, water supply, sewage, interior design work & lighting etc.

Checking for Vendor’s Invoices & Clearing for Payments.

Maintaining Daily tracker of Calls & Emails.

Maintaining Monthly Reports.

Job Responsibilities

Interaction with the clients for understanding and getting details of their monthly order.

Analyzing & deciding the monthly forecast for reorder.

Reconciliation of outstanding payment and accordingly informing clients.

Retaining the Clients who decided to stop the services by providing proper employee benefit solution.

Cross-Selling different product for single product user clients.

Daily MIS Reporting and maintaining the database.

Coordinating with Internal departments like finance / Distribution / logistic team to suffice client requirement.

Coordinating with branches for Reorder as well as for outstanding payment issues of Top clients.

Conducting preliminary training on product with new joins to ascertain their competencies, skills and aspirations

Interacting with the clients for the feedback report on value added services provided from Edenred.

Approving dispatches of the consignments once the payment is released from the client’s end.

Achievement:-

Actively participated in Commercial Optimization of Ticket Restaurant Meal voucher clients and successfully completed the project by enhancing the revenue of company through increasing service charge of 50 clients.

Nominated for monthly applause every month for best performer of the month.