Karinya Khantahad
Summary
Dynamic Telesales Officer with proven expertise in closing sales and exceptional problem-solving abilities, honed at United Overseas Bank and in the insurance sector. Excelled in building customer relationships and exceeding sales targets through adaptability and active listening, achieving significant sales growth. Skilled in objection handling and ensuring compliance with banking and insurance regulations.
Overview
18
18
years of professional experience
Work History
Telesales Officer
United Overseas Bank (previously Citibank N.A.)
02.2010 - Current
- Sales and Revenue Generation:
• Contact potential and existing clients via phone to promote the bank financial products, including credit cards, personal loans, and other banking services.
• Identify customer needs and recommend appropriate banking solutions to meet their financial objectives.
• Achieve monthly sales targets - Customer Relationship Management:
• Build and maintain strong customer relationships by providing excellent service and addressing client queries or concerns regarding banking products.
• Follow up with customers to ensure successful applications and resolve any issues that may arise during the sales process. - Product Knowledge and Compliance:
• Stay updated with the latest Citibank/UOB products, promotions, and services, and effectively communicate these to customers.
• Ensure compliance with all banking regulations, policies, and procedures while selling products.
• Adhere to internal and external regulations regarding sales practices, including KYC and AML requirements. - Sales Reporting and Feedback:
• Maintain accurate records of customer interactions and sales activities in the CRM system.
• Provide regular reports on sales performance and customer feedback to management for continuous improvement. - Collaboration:
• Work closely with the team and other departments to ensure a seamless customer experience.
• Participate in sales meetings, training sessions, and workshops to enhance skills and product knowledge.
Telesales Officer
Bangkok Insurance PLC
02.2009 - 01.2010
- Insurance Sales:
• Offer a range of insurance products, including Personal Accident Insurance, Critical Illness Insurance, and Daily Compensation Insurance.
• Educate customers on the benefits and coverage of insurance policies to match their protection needs and financial circumstances. - Client Consultation:
• Assess customer needs and provide personalized insurance solutions to address their specific requirements.
• Clearly explain policy terms, conditions, premiums, and exclusions to ensure customer understanding.
Telesales Officer
Cigna Insurance PLC
01.2007 - 01.2009
- Insurance Sales:
• Proactively contact potential clients via phone to offer a range of insurance products, including Personal Accident Insurance, Critical Illness Insurance, and Hospitalization Cash Benefit.
• Educate customers on the benefits and coverage of insurance policies to match their protection needs and financial circumstances. - Client Consultation:
• Assess customer needs and provide personalized insurance solutions to address their specific requirements.
• Clearly explain policy terms, conditions, premiums, and exclusions to ensure customer understanding. - Policy Application and Documentation:
• Guide customers through the application process, ensuring accuracy and completeness of policy documentation.
• Ensure all client information is correctly entered into the CRM system for record-keeping and follow-up.
Education
Diploma of Higher Vocational Certificate - General Management Sciences
Banglamung Inter-tech College
Banglamung, Chonburi03.2020
Vocational Certificate - Accounting
Yasothon Technical College
Muaeng, Yasothon03.2004
Skills
- Objection handling
- Follow-up skills
- Closing sales
- Active Listening
- Problem-Solving
- Team working
- Control calls
- Adaptability
Timeline
Telesales Officer
United Overseas Bank (previously Citibank N.A.)
02.2010 - Current
Telesales Officer
Bangkok Insurance PLC
02.2009 - 01.2010
Telesales Officer
Cigna Insurance PLC
01.2007 - 01.2009
Diploma of Higher Vocational Certificate - General Management Sciences
Banglamung Inter-tech College
Vocational Certificate - Accounting
Yasothon Technical College
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