Apprehend vital details about various policy and investment plans and showcase them to clients as per their requirements.
Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Monitored customer service metrics and performance indicators to identify areas of opportunity.
Developed and implemented strategies to increase customer satisfaction and engagement.
Demonstrated a high level of initiative and creativity while tackling difficult tasks.
Utilized customer feedback to improve product offerings.
Maintained relationships with customers to maximize sales opportunities.