AAMIR ZAHOOR
MEERUT
Summary
Skilled professional inspired and motivated to help customers build financial independence. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Overview
3
3
years of professional experience
Work History
Relationship Manager
Capri Global Capital Ltd
05.2022 - Current
- Actively cross selling & up selling banking products & services to customers
- Utilized CRM software to track all client information, including contact details, sales history, & preferences
- Increased personal revenue contribution to branch by cross selling products to client
- Established process for tracking customer complaints & ensuring they were addressed appropriately
Relationship officer
HDFC Sales
11.2021 - 04.2022
- Conducted regular reviews of existing client relationships to ensure the highest level of service was provided.
- Led training sessions for junior relationship managers on client service best practices.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Provided excellent customer service through active listening and problem solving skills.
Education
B.A. -
M.J.P. Rohilkhand University
01.2015
XII -
Alexander Public School
01.2012
X -
Alexander Public School
01.2010
Skills
- Customer relationship management
- CRM software usage
- Cross selling
- Market analysis
- Client service
- Sales strategy
Timeline
Relationship Manager
Capri Global Capital Ltd
05.2022 - Current
Relationship officer
HDFC Sales
11.2021 - 04.2022
B.A. -
M.J.P. Rohilkhand University
XII -
Alexander Public School
X -
Alexander Public School
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