Soham Kelkar

• Understand how Meridian’s products and services can add value to our members.
• Provide investment advice by identifying and promoting solutions that meet our member needs.
• Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills.
• Engage in revenue generation and sales-based activities to achieve performance objectives; build external centers of influence to optimize sales and service results.
• Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences.
• Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members.
• Maintain discretion and confidentiality to respect Member’s privacy.
• Opening Accounts, Servicing, and funding GIC (registered and non-registered), All Kind of Lending and day to day branch operations.
• Managing Large membership Book in the whole branch of Approx 780 Members with large balance portfolios.
• Increased membership retention rates through proactive communication and tailored programming.
• Resolved escalated complaints from highly dissatisfied members by actively listening to their concerns, empathizing with their situation, and taking appropriate corrective action steps as needed.
• Enhanced member satisfaction by developing and implementing targeted engagement strategies.
• Managed relationships with key partners, ensuring seamless integration of their services into our members'' journey.
• Supervise Branch when branch manager is away.
• Maximized performance by monitoring daily activities and mentoring team members.

Awards:

• Best Employee of the month(December 2023 )
• Best Team Player.
• 1st as an FA in whole district to refer quality members to Wealth with high balances.

• Researched banking guidelines and statutory requirements to stay updated on new laws and applications
• Maintained records of account
• Expanded customer relationships by maintaining regular follow-up processes and rapport
• Provided clients with information on bank accounts, institutional policies, financial products, and related services
• Processed cash, check, and credit card payment transactions
• Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.

• Demonstrating strong ability to work in a fast-paced, challenging and highly competitive environment towards attaining success
• Consistently providing exceptional customer service by engaging and demonstrating in-depth understanding of customers’ financial needs and providing appropriate assistance, thus enhancing optimum customer satisfaction
• Welcome customers in a friendly and professional manner upon arrival, while ultimately providing adequate assistance towards achieving and exceeding the store sales targets
• Exploiting financial cross-sales and add-on ancillary products by paying strong attention to customer needs towards identifying the most suitable sales opportunities while effectively communicating the terms and conditions of the company’s financial products
• Critically review and evaluate online financial loan applications, assess the applicants’ credit worthiness, perform financial analysis, and other risk assessments towards maximizing sales quality
• Managing the collections activities for all past due financial accounts while maintaining exceptional level of service
• Accurately gathered the information required to complete customers’ applications for products
• Generating leads from numerous sources such as personal reference, cold calling and inbound inquires towards the attainment of organizational targets
• Ensuring that all products align with the customers’ needs
• Assisting customers in refinancing their loan, consolidate debts and completing their home purchases.

• Managed daily company operations to ensure positive, safe and profitable working environment
• Oversaw all procurement and inventory management procedures such as ordering, purchasing and stocking of items in a timely manner
• Responsible for recruiting staff and overseeing training programs
• Ensured employees follow the company’s standards, policies, and strategies on regular basis
• Consistently check for the safety and quality of food produced.

• Answered all customers’ inquiries in a professional and timely manner to ensure optimum customer satisfaction
• Provided support to customers by helping with their orders
• Responsible for handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others
• Appointed as a first point of contact for clients assisting them with their questions and request according to their order
• Delivered excellent customer service that ensured ongoing sales and high level of customer satisfaction
• Implemented my impeccable math skills while overseeing all cash handling process to establish and control the flow of cash
• Consistently utilized exceptional organizational skills to facilitate smooth work operations
• Developed and maintained healthy relationships with customers that ensured repeated sales
• Helped establish and facilitate the implementation of the restaurant’s policies and standard operating procedure.

• Handled customers inquires and complaints in a professional and prompt manner
• Ed customer details by using the appropriate technologies to effectively manage the company's relationships with the customers
• Delivered professional customer service to the clients by responding to their problems
• Contributed to team objectives and met the targets
• Dedicated to developing and deepening positive customer relations a strong code of ethics while adhering to and protecting client privacy
• Developed and maintained long-term rapport with customers and fostered profitable relationships
• Professionally and respectfully negotiated with consumer and explored money sources to determine best possible arrangement
• Increased revenue and achieved set goals and targets
• Provided customer with accurate information and right solutions as needed
• Performed other duties as assigned by the management.