Zaid Khan

• Led account planning strategy sessions aimed at retaining and acquiring customers and increasing business opportunities.
• Reviewed customer service agreements for terms and conditions pricing and accuracy.
• Targeted and prospected for new business through telemarketing, individual creativity and innovation.
• Promoted continuing education opportunities for sales team to bolster skills and add value to department.
• Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
• Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
• Resolved customer issues quickly to close deals and boost client satisfaction.
• Tracked pipeline data, won vs. lost opportunities and lead response times with Salesforce CRM.
• Interpreted sales and pricing policies to departmental personnel and customers.

• Assessed loan compliance to meet mortgage lending laws and regulations.
• Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
• Cultivated productive relationships with clients, realtors and title/escrow officers to increase profits and expand customer base.
• Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
• Maintained referral pipeline by reaching out regularly to real estate agents, referral partners and past clients.
• Communicated with customers daily to request information and complete paperwork.
• Scheduled meetings and appointments and maintained well-organized master calendar.

-Collaborate with various department to improve communication and deliver individual customer solution .

-Draft Monthly summaries to review level of client participation and identify targets for follow-ups calls.

-Reviewed and analyzed client financial data to plan proposal .

-Met with investor to determine investment gols and discuss investment strategies .

-We provide all information regarding mutual fund and the scheme to direct customer.

-Handling IFA & investor for reliance mutual fund and resolving the issue.