Flavia Stella Fernandes
Mutual Fund Distributor
valpoi,UP
Summary
Accomplished Mutual Fund Distributor with a proven track record at Yes Bank Ltd, adept in Relationship Building and Revenue Generation. Excelled in developing strong customer bases and achieving significant account growth through professionalism and effective problem-solving. Skilled in maintaining high customer satisfaction and retention rates, leveraging budgeting and finance expertise to exceed sales targets.
Overview
13
13
years of professional experience
10
10
Certifications
4
4
Languages
Work History
Mutual Fund Distributor
Asset Management Company (AMC)
05.2022 - Current
- Participated in industry events, networking with potential clients and partners while representing the company professionally.
- Maintained records of sales and customer information to support accuracy.
- Developed strong customer base through efficient and reliable service.
- Handled customer concerns and issues by answering questions and escalating major problems to supervisor.
- Maintained positive relationships with customers to promote continued business opportunities.
- Properly processed all sales transactions, achieving high levels of account growth and retention via quality deliverables.
Client Relationship Officer
Yes Bank Ltd
08.2013 - 08.2019
- Maintained and built close relationships with customers through regular contact and visits.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
- Facilitated meetings and discussions between clients, sales and delivery teams.
Customer Relations Executive
Reliance Communications Ltd (Ishani Enterprises)
01.2011 - 01.2013
- Provided valuable feedback to management regarding potential improvements to products or services based on customer insights gathered during interactions.
- Successfully managed escalated cases involving complex problems requiring collaboration across multiple internal departments in order to achieve favorable outcomes.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Developed strong customer relationships through attentive listening, empathy, and clear communication.
- Maintained detailed records of customer interactions to improve future experiences and identify trends or issues needing attention.
- Responded to customer requests for products, services, and company information.
Education
Master of Commerce - Management Accounting
Sikkim Manipal University
Madgaon, India 04.2001 -
Bachelor of Commerce - Accounting
GGPR College of Commerce & Economics
Ponda, India 04.2001 -
High School Diploma -
Smt Nelly Joildo Aguiar Higher Secondary School
Ponda 04.2001 -
No Degree -
A. J.DE. Almeida High School
Ponda, India 04.2001 -
Skills
Budgeting and finance
Additional Information
- Bonafide student of Brighter Infotrain Valpoi Goa studying in Business Application Examination conducted by the Institute/HRDF, Panjim Goa exams will be held in Jully 2024.
- Diploma in Microsoft Office from 01-09-2009 to 05-12-2009 from Comtech Computer Academy
- Accounting using Tally from SRS Computer Services
- Touch Typing from SRS Computer Services
Certification
Award in International Wealth Management has undergone a thorough examination of both theoretical and practical knowledge and skill sets
Timeline
Award in International Wealth Management has undergone a thorough examination of both theoretical and practical knowledge and skill sets
04-2024
Excel for MF Business Certificate for successfully completing the Training Program
04-2024
Mutual Fund Distributor
Asset Management Company (AMC)
05.2022 - Current
National Institute of Securities Market
03-2022
Certificate of Appreciation contribution towards New to Bank High Value Customer
07-2019
Certificate of Appreciation contribution towards Life Insurance
02-2019
Certificate of Appreciation contribution towards Goal sheet Rating Outstanding B
02-2019
Certificate of Appreciation contribution towards Business
10-2018
Certificate of Performance for Exemplary Performance
01-2017
Certificate of Excellence for Achieving West & South Champions League
03-2015
Certificate of Appreciation for Achieving Silver Certificate Toppers Challenge
02-2015
Client Relationship Officer
Yes Bank Ltd
08.2013 - 08.2019
Customer Relations Executive
Reliance Communications Ltd (Ishani Enterprises)
01.2011 - 01.2013
Master of Commerce - Management Accounting
Sikkim Manipal University
04.2001 -
Bachelor of Commerce - Accounting
GGPR College of Commerce & Economics
04.2001 -
High School Diploma -
Smt Nelly Joildo Aguiar Higher Secondary School
04.2001 -
No Degree -
A. J.DE. Almeida High School
04.2001 -
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