Saikumar Sanyasi

Operations Associate

Hyderabad, Telangana, India5 yrs 7 mos experience

Most Likely To Switch

Key Highlights

Results-driven banking professional with strong financial services expertise.
Skilled in digital banking solutions and customer relationship management.
Proven track record in sales and customer retention strategies.

Stackforce AI infers this person is a Fintech professional with a strong focus on customer relationship management and sales.

Contact

Skills

Core Skills

Customer Relationship Management (crm)SalesCustomer Support

Other Skills

Service QualityCustomer HandlingCommunicationconvertingOutbound SalesNetwork ConnectivityTeam managementManagementPeople ManagementTeam HandlingData ManagementCross-SellingDigital ServicesCustomer RetentionClient Services

About

I am a results-driven banking professional currently serving as Assistant Manager at Kotak Mahindra Bank, with a strong foundation in financial services, customer relationship management, and digital banking solutions. Skilled in Oracle Flexcube, Business Next, Microsoft Excel, and advanced CRM tools, I specialize in delivering efficient, compliant, and customer-focused financial solutions. My expertise spans retail and investment banking, credit management, and operational excellence, with a focus on building long-term client relationships and driving sustainable business growth. With a background in business management, I bring a unique perspective that combines financial acumen with digital-first thinking. I am passionate about leveraging technology and data-driven insights to enhance customer experiences, streamline processes, and contribute to the evolving landscape of modern banking

Experience

5 yrs 7 mos

Total Experience

1 yr 4 mos

Average Tenure

2 yrs 1 mo

Current Experience

Kotak mahindra bank

Assistant Manager

May 2024 – Present · 2 yrs 1 mo · Hyderabad, Telangana, India · On-site

A proactive sales lead with experience in the sales and retail sector. Successful in coordinating the sales department, supporting management, and ensuring sales quotas are reached. A supportive professional ensures high motivation and a friendly work environment for the team, that helps achieve organisational goals
Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines
and regulatory requirements are followed. So that becomes the top-of-the-mind recall amongst the
customers in the catchment for all their financial needs and services, thereby ensuring that also
achieves the key performance parameters set.
Regular interactions with the customers and proactively assessing customer needs.
Deepening relationships by cross-selling products like Demat, Bill Pay, Advisory etc.
Promoting Digital Banking services for a superior customer service experience.
Call handling as per defined standards.
Accurate resolution for customer queries.
Ensure retention of customers
Sales across all product segments-TPP, Assets, Cards etc.
Income to be generated at a customer level.
Achieve Quality benchmarks defined from time to time.
Profiling of customers in order to aid right cross-servicing of Bank products
Complete and accurate capture of call interactions, including profiling thereby aiding relationship
management.
Audit and Service Quality
MIS - Reporting
Attrition control of customers.

Service QualityCustomer HandlingCustomer Relationship Management (CRM)Sales

Bajaj finserv health

Senior Sales Executive

Mar 2022 – Sep 2023 · 1 yr 6 mos · Pune, Maharashtra, India · On-site

In this role, the responsible of answering the calls from current, past, and prospective customers. we will answer their questions, provide pre-authorization for medical treatment, and provide them with information about co-payments and related inquiries of Health Insurance
Answer high-volume inbound customer calls via an automated phone system.
Make outbound calls to patients, referrals, and sales as needed.
Utilize resources to troubleshoot and resolve patient issues.
Providing customers with detailed information about policies and products.
Typing up complaint reports.
Managing the customers complaint Database
Comparing with Two more company policies
Engages in both inbound and outbound Calls and chat

CommunicationconvertingCustomer SupportSales

Suma soft pvt ltd

Senior Customer Care Executive

Oct 2021 – Mar 2022 · 5 mos · Pune, Maharashtra, India · On-site

Greeting customers in a friendly, professional manner using suggested scripts. Answering telephonic and e-mail inquiries in a timely manner. Furnishing members and health care practitioners with details regarding members' benefits of Health Insurance.
Developing an effective strategy to attract clients.
Daily Follow up
Building a strong relationship with the new and existing clients.
Advising the clients on which insurance policy they need to purchase.
Communicating with the clients and maintaining a good rapport with them.
Answering questions of the client based on insurance policies.
Identifying the risk involvements based on the client's requirements.
Analyzing the clients present policies and recommending changes if needed.
Maintaining clients records on a monthly basis.
Preparing and presenting reports for the higher authorities.
Maintaining clients records on a monthly basis.
Greet

Customer Relationship Management (CRM)Outbound SalesCustomer SupportSales

Altruist technologies pvt. ltd.

Trainee Customer Relation Officer

Feb 2020 – Sep 2021 · 1 yr 7 mos · Pune, Maharashtra, India · On-site

Provide accurate and detailed information to customers regarding the demat account opening process, insurance policies & EMI card etc.
Opening new demat account, cross selling advisory products like Bajaj EMI Card
Connecting with the prospects / clients via Online leads and converting the same to customer.
Explaining the product to client and solve any queries for opening the Demat Account.
Processing the closure and modification activity for client.
Document collection KYC and other VerificationPro

Network ConnectivityCommunicationCustomer SupportSales