At John Hancock Financial, I maintained call logs and CRM records to track client information, responses, objections, and follow-up dates.
I followed up with warm leads and lapsed clients, using calls and email campaigns to renew interest in financial products and services. I also protected client information in line with privacy standards such as HIPAA and internal protocols.
At Access Bank PLC, I promoted financial products including accounts, loans, investment products, cards, and digital banking solutions. I identified business opportunities through prospecting, referrals, networking, and targeted sales activities.
At Patoms Trading, I escalated recurring customer issues and service gaps to management. I also trained and mentored new hires on customer service protocols and software systems.
