Dhara Shah

• Developed strategic plan for client relationships, proactively consulting with senior individuals and anticipating needs.
• Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
• Drafted sales sales management reports identifying clients at risk and analyzing quality of service and implementation of new strategies.

• Addressed inquiries from clients and department team members.
• Helped customers open accounts, make deposits, update information and carry out range of routine actions.
• Consulted with customers to resolve service and billing issues.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Demonstrated excellent communication skills in resolving product and consumer complaints.

Upsold additional products and services enhancing value of previous customer purchases and driving revenue growth.

• Applied product, industry and market knowledge to develop customized recommendations for individual customer needs.
• Warmly greeted customers by employing positive telephone etiquette and asking well-rounded questions to identify issues.
• Advising Clients in trades for Unlisted share market. Guide them through buy and sell them of shares in the finance market.
• Explained benefits and advantages of different product and service offerings to customers.

• Researched destination and travel prices, hotels and entertainment options to showcase to clients.
• Prepared itineraries to deliver travel arrangements to clients.
• Collected deposits and created monthly invoices to compile payments.
• Built long-term client relationships to generate repeat business and referrals.
• Discussed attractions, transport, events and places of interest to design client travel accommodations.

• Worked well in team environment as well as independently.
• Prepared spaces for meetings at request of employer and team leadership.
• Worked with teams to support goals and build experience.
• Sat in on meetings, took detailed notes and brainstormed with team members on ways to solve problems.
• Processed incoming and outgoing mail for office staff as directed.
• Created status reports on operational activities.
• Handled incoming and outgoing supplies and packages and routed to appropriate personnel.