Dharmraj Yadav
Mumbai
Summary
Highly motivated and disciplined professional with almost 9 Years of experience
in Broking and Financial Services industry at various roles and responsibilities.
Overview
3
3
Languages
1
1
Certification
9
9
years of professional experience
Work History
Site Head
Aditya Birla Capital Digital
Thane
07.2023 - Current
- Driving end-to-end management of call center-led Campaigns for cross-sell & upsell.
- Analysed customer base and portfolio segmentation to identify cross-sell opportunities, enhancing product uptake.
- Managed insurance and lending business across life, health, motor, personal, and home loan products.
- Collaborated with outbound call center partners and telecalling teams to design effective scripts, training content, and incentive programmes.
- Set daily, weekly, and monthly campaign targets to guide team performance. and track performance vs goals.
- Monitoring call quality, customer response, and agent productivity to ensure optimal outcomes.
Implement process improvements to enhance conversion rates and customer experience.
Senior Sales Team Leader
Motilal Oswal Financial Services Ltd
Mumbai, India
05.2021 - 07.2023
- Strategised business targets and led team to achieve objectives.
- Met potential clients and acquired business through face-to-face meetings.
- Drove digital trading account acquisition and margin collection while executing TPP initiatives to enhance trading performance.
- Training and hiring new candidates for agent role via college placements and walk-ins
- Planning the data execution & Campaigns
Team Leader
Kotak Securities
Mumbai, India
08.2018 - 05.2021
- Achieved promotion to Deputy Manager (E2 Grade)
- Managed sales operations at vendor level at Eureka, driving performance until May 2021.
- Evaluated team performance and provided constructive feedback to improve daily goal achievement.
- Handled Outbound Dormant and Reactivation Desk, contacting inactive clients and offering services that generated additional business and revenue alongside Inbound desk and DIY online account opening process.
- Resolved complex customer enquiries, disputes, and complaints, ensuring customer satisfaction and loyalty.
- Worked at Inbound Desk since the DOJ till July 2019
- Post that worked in Retention team till the period of May 2020
Customer Service Executive
India Roadside Assistance
Mumbai, India
09.2017 - 06.2018
- Arranged breakdown services for customers through effective call handling. Arranged customers to arrange breakdown services
- Resolved customer complaints and problems while maintaining composure under pressure.
- Arranged breakdown services for customers through effective call handling.
Education
BFM Graduate - Finance Markets
Prahladrai Dalmia Lions College of Commerce
Mumbai, MH01-2017
HSC - Commerce
Thakur College of Science and Commerce
Mumbai, IN-MH01-2014
SSC -
St. Francis High School
Mumbai, MH01-2012
Skills
- Call centre operations
- Campaign execution
- Cross-selling initiatives
- Client engagement
- Customer engagement
- Process improvement
- Quality control
- Team leadership
- Client onboarding
Certification
- Window XP
- Window 7
- Window 8 OS
- Microsoft Office
Languages
English
Hindi
Marathi
Custom
I hereby declare that the above furnished information is true and correct to the best of my knowledge.
Hobbies and interests
- Cricket
- Travelling
- Watching Movies
Timeline
Site Head
Aditya Birla Capital Digital
07.2023 - Current
Senior Sales Team Leader
Motilal Oswal Financial Services Ltd
05.2021 - 07.2023
Team Leader
Kotak Securities
08.2018 - 05.2021
Customer Service Executive
India Roadside Assistance
09.2017 - 06.2018
BFM Graduate - Finance Markets
Prahladrai Dalmia Lions College of Commerce
HSC - Commerce
Thakur College of Science and Commerce
SSC -
St. Francis High School