Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Personal Information
Timeline
Generic
Anjali Singh

Anjali Singh

Vapi

Summary

Developed skills in client relationship management within fast-paced environment, capable of understanding and addressing client needs effectively. Demonstrated ability to communicate clearly, solve problems, and foster client trust and satisfaction. Looking to transition into new field, leveraging these transferrable skills to drive success and growth.

Overview

3
3
years of professional experience

Work History

Relationship Manager

Futurewise Technology Limited
01.2025 - Current
  • Developed strong rapport with clients through consistent follow-up and attention to detail.
  • Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
  • Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
  • Improved customer satisfaction rates by providing tailored solutions to meet individual client needs.
  • Negotiated contracts with clients to secure long-term partnerships while safeguarding company interests.

Relationship Associate

Bima Bajar
06.2024 - 12.2024
  • Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
  • Assisted customers with inquiries, resolving issues promptly for improved customer retention.
  • Developed strong relationships with clients through consistent communication and excellent service delivery.
  • Provided accurate answers and solutions to customer concerns, inquiries and complaints.

Financial Service Representative

Rohit Finvest
05.2023 - 05.2024
  • Company Overview: Rohit Finvest offers comprehensive financial advisory services like Equity, Mutual Funds, General Insurance, Life Insurance, Loans and other services
  • Developed and maintained strong relationships with clients, delivering exceptional customer service
  • Addressed and resolved customer inquires related to KYC processes, improving customer relations and trust
  • Provided guidance to customers on completing KYC procedures, enhancing customer understanding and satisfaction


Intern

Rohit Finvest
04.2022 - 06.2022
  • Company Overview: Rohit Finvest offers comprehensive financial advisory services like Equity, Mutual Funds, General Insurance, Life Insurance, Loans and other services.
  • Prepared comprehensive reports on industry trends, providing valuable insights for strategic decision-making.
  • Filed physical and digital copies of important documents to maintain accurate and consistent records.
  • Provided administrative support to multiple departments, aiding in the smooth running of day-to-day operations.

Education

Master Of Business Administration - Finance

Veer Narmad South Gujarat University
03.2023

Bachelor Of Commerce - Finance and Accounting

The Maharaja Sayajirao University of Baroda
04.2021

Skills

  • Client onboarding
  • Customer service
  • Tailored solutions
  • Attention to detail
  • Strategic insight
  • Excellent communication

Additional Information

Rohit Finvest, Completed summer internship which offers comprehensive financial advisory services like Equity, Mutual Funds, General Insurance, Life Insurance, Loans and other services., 1.5 months

Languages

English
Hindi
Gujarati

Personal Information

  • Date of Birth: 09/12/1999
  • Gender: Female
  • Nationality: Indian

Timeline

Relationship Manager

Futurewise Technology Limited
01.2025 - Current

Relationship Associate

Bima Bajar
06.2024 - 12.2024

Financial Service Representative

Rohit Finvest
05.2023 - 05.2024

Intern

Rohit Finvest
04.2022 - 06.2022

Bachelor Of Commerce - Finance and Accounting

The Maharaja Sayajirao University of Baroda

Master Of Business Administration - Finance

Veer Narmad South Gujarat University
Anjali Singh