Dhruv Gohil

• Built strong and positive relationships with customers by staying politeand helpful throughout interactions
• Retained customers by tracking contracts and using multi-channel
  communication methods.
• Conducted IFANOW software demonstration sessions for new advisors, providing guidance and addressing inquiries via Zoom meetings and scheduled appointments.
• Delivered exceptional customer service by actively soliciting client feedback to improve software usability and functionality.
• Facilitated lead generation by identifying and referring potential clients to the sales team for software subscriptions.
• Performed AUM reconciliation and updated brokerage and payout data for the ARN of MFD advisors.
• Handled escalated and dissatisfied customer calls while maintaining and updating outbound call reports.
• Maintained comprehensive records of client and advisor interactions, including complaints, comments, actions taken, and order processing.

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• Managing the operation of tele-services for customers and handling customer relationship management for allotted clients.
• Answered numerous external customer calls daily, responding to queries with knowledge and professionalism to enhance satisfaction and ensure smooth communication.
• Followed up with the risk team for trade confirmations and with the finance team regarding financial issues.
• Assisted with customer requests and answered questions to improve satisfaction.