Bharati Mehta
New Delhi
Summary
A results-oriented sales professional with 2+ years of extensive experience in unclaimed investment recovery and customer relationship management. Proven ability to drive revenue growth, form strategic partnerships, and deliver exceptional client service. Adept at understanding customer needs and crafting tailored solutions that foster trust and long- term engagement.
Overview
3
3
years of professional experience
2022
2022
years of post-secondary education
2
2
Languages
Work History
Assistant Manager
Share Samadhan Limited
05.2022 - Current
- Facilitating the recovery of unclaimed investments, including shares, provident funds, insurance, and dividends, ensuring smooth and efficient claim processes
- Managing client accounts, delivering personalized solutions to individuals and businesses, and maintaining a high client satisfaction rate.
- Collaborating with a team of legal and financial professionals to provide accurate and transparent services.
- Supporting business development by acquiring new prospects and maintaining relationships with over 1,500 associates nationwide.
- Contributing to the company’s mission of unlocking financial legacies, with a focus on operational transparency and a zero-negative complaint record.
Education
B.com - Commerce -
School of Open Learning (DU)
12th - English
CBSE
10th - English
CBSE
Skills
- Effective Communication
- Google Sheet
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Microsoft SharePoint
Certifications Awards
Certificate of Best Performer, Awarded for outstanding performance and contribution to Business expansion at Share Samadhan Limited.
Timeline
Assistant Manager
Share Samadhan Limited
05.2022 - Current
12th - English
CBSE
10th - English
CBSE
B.com - Commerce -
School of Open Learning (DU)
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