Overview
Work History
Education
Skills
Certification
Personal Information
Awards
Disclaimer
Timeline
Generic

Ankita Bodkhe

Pune

Overview

6
6
years of professional experience
2
2
Certifications
3
3
Languages

Work History

Customer Experience(Senior Executive) (Voice){WFH}

AngelOne Ltd
  • Responsible for handling queries of customer through inbound calls
  • Ensure quick and efficient resolution of customer queries/grievances
  • Follow communication scripts when handling different topics
  • Identify customer's needs, clarify information and provide solutions
  • Executing trades on behalf of customer
  • Cross sell product (sip, angelone platinum product)
  • Target of cross sell through customer inbound calls.

Relationship Manager

IIFL SECURITIES LTD
03.2018 - 06.2021
  • Experience in Opening Demat and Trading account for the customer, Funding with customer demat account, problem solving for the customer
  • Collecting Data From Different Sources, Claim Processing
  • Excellent communication skill and work efficiently
  • Excellent analytical and decision making, good team member and also strong leader
  • Experience in client interaction with conveys the client for Opening the trading account
  • Excellent planning, time management, communication and organization skills
  • Target of cross sales.

SENIOR RELATIONSHIP MANAGER

ADITYA BIRLA SUN LIFE INSURANCE CO.LTD
06.2023 - Current
  • Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term
  • Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
  • Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.

Education

B.COM -

Sant Gadge Baba, Amravati University

H.S.C - undefined

Pawed College Loni

S.S.C - undefined

R.C High School

Skills

MS-Excelundefined

Certification

NISM VII - Equity Derivatives

Personal Information

  • Date of Birth: 12/10/95
  • Nationality: Indian
  • Marital Status: Unmarried

Awards

  • Employee Of The Month - AngelOne Ltd
  • Superior Performance - IIFL Securities

Disclaimer

I hereby declare that the above mentioned information is genuine to the best of my knowledge

Timeline

SENIOR RELATIONSHIP MANAGER

ADITYA BIRLA SUN LIFE INSURANCE CO.LTD
06.2023 - Current

Relationship Manager

IIFL SECURITIES LTD
03.2018 - 06.2021

B.COM -

Sant Gadge Baba, Amravati University

H.S.C - undefined

Pawed College Loni

S.S.C - undefined

R.C High School

Customer Experience(Senior Executive) (Voice){WFH}

AngelOne Ltd

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Ankita Bodkhe