Aston Serrao
Margao
Summary
Results-oriented Relationship Manager with 6+ years of experience in client management and operational coordination. Skilled in resolving conflicts and managing customer portfolios, ensuring efficient problem resolution and high customer satisfaction. Leverages strong communication skills to enhance client relationships and streamline service delivery.
Overview
9
9
years of professional experience
14
14
years of post-secondary education
Work History
Relationship Manager
Yes bank limited
Margao
03.2026 - Current
- Managed customer portfolios and identified growth opportunities, achieving business targets through strategic relationship building and cross-selling.
- Cultivated strong client relationships, resulting in increased customer loyalty and satisfaction.
- Built strong client relationships by understanding financial needs and providing personalized banking solutions.
- Analyzed client needs to recommend tailored banking solutions and services.
- Served as the primary point of contact, ensuring excellent customer service and prompt issue resolution.
- Coordinated with internal teams to resolve client issues, ensuring prompt and effective solutions.
Key Relationship Manager
HDFC Life
Margao
08.2022 - 02.2024
- Managed walk-in clients and optimized customer portfolios for enhanced satisfaction
- Guided customers in policy selection and addressed queries and service updates
- Addressed escalated customer concerns
- Processed customer requests and documentation to resolve service issues efficiently
- Maintained accurate records and reports
Key Relationship Manager
Bajaj Allianz Life Insurance Co Ltd
Margao
09.2021 - 04.2022
- Handled frontline customer service and resolved issues to enhance client satisfaction
- Frontline customer service handling and issue resolution
- Coordinated with internal departments to streamline request processing
- Assisted customers with service documentation and forms to ensure compliance
Deputy Manager in Customer Advisory Team
Max Life Insurance Co Ltd
Margao
02.2019 - 08.2021
- Resolved customer account/service concerns to enhance satisfaction
- Oversaw customer servicing desk operations to ensure efficient workflow
- Guided team in maintaining high service quality standards
- Compiled customer service reports to track interactions
Sales Executive
Joister Infoserve Pvt Ltd
Margao
07.2018 - 01.2019
- Resolved customer complaints effectively
- Handled walk-in customer inquiries and provided tailored product recommendations.
- Processed customer orders efficiently
- Coordinated with service teams to resolve customer issues
Process Associate and Marketing
CinnamonTeal
Margao
04.2017 - 04.2018
- Handled client servicing and marketing support to enhance customer satisfaction
- Coordinated customer orders and documentation to ensure timely fulfillment
- Facilitated communication among departments to ensure information flow
Education
BBA -
Rosary College of Commerce & arts
Margao 07.2014 - 01.2017
12th Commerce -
Rosary Higher Secondary School
Margao 06.2012 - 01.2014
10th standard -
Loyola High School
Margao 06.2002 - 01.2012
Skills
- Client Service Handling
- Client Interaction
- Service issue resolution
- Sales conversion
- Relationship building
- Team coordination
- Leadership
- Conflict management
- Documentation management
Accomplishments
- Promotion in 6 months
- Won International trips
Languages
- Konkani
- English
- Hindi
Hobbies and Interests
- Playing Cricket and Football
- Playing Video Games
- Cooking
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Relationship Manager
Yes bank limited
03.2026 - Current
Key Relationship Manager
HDFC Life
08.2022 - 02.2024
Key Relationship Manager
Bajaj Allianz Life Insurance Co Ltd
09.2021 - 04.2022
Deputy Manager in Customer Advisory Team
Max Life Insurance Co Ltd
02.2019 - 08.2021
Sales Executive
Joister Infoserve Pvt Ltd
07.2018 - 01.2019
Process Associate and Marketing
CinnamonTeal
04.2017 - 04.2018
BBA -
Rosary College of Commerce & arts
07.2014 - 01.2017
12th Commerce -
Rosary Higher Secondary School
06.2012 - 01.2014
10th standard -
Loyola High School
06.2002 - 01.2012