Ketan Dalmia

Credit Counseling of Customers with supportive tools: • Customer Credit Profile Study and Analysis • Customized resolutions by reconciliation and error tracking • Advise on the Debt Reconciliation and Settlements of the customers • Liaise with the banking team for client account details Cross Sell Products • Secured Cards • Insurance • Gold Loans American Express (AMEX) Project – Gurgaon • Certified Credit Counselor for AMEX • Assisted the Collections Department of AMEX to reduce the NPA’s (Non-Performing Assets) • Counsel the AMEX customers on their Credit Health Improvement • Monitor and guide the team on Customer Query/Complaints handling

Direct selling of Insurance Plans (Health, Pure term, Pension, ULIP (Unit Linked Insurance Plans)) Service to Sales: Counsel customer by cross selling of the products Resolve customer queries and complaints Customer Retention (Service to Sales)