Garima Mishra
Lucknow
Summary
Proven Sales Expertise and Relationship Building prowess, honed at American Express and across the Edutech and banking sectors, have consistently driven high conversion rates and portfolio growth. Skilled in client service and problem-solving, I excel in strategic client engagement, achieving significant AUM increases and customer satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Analyst
American Express
Gurugram
07.2022 - 09.2023
- Catering to HV Credit Card Clients and providing the solutions
- Handling the review of the fees and charges
- Servicing the credit card related queries
- Improving / developing existing customer management strategy
- Raising cases as per the requirement of the card member for different solutions
- Providing First call resolution and managing the different metrices such as OSAT, CFR
- Ensuring good servicing to improve the Company’s RTF
Senior Business Development Associate
Scaler Academy
Virtual
04.2022 - 06.2022
- Providing online Edutech solutions to the Customer
- And helping the working professionals to upskill in their career
- Handling the Leads and bringing admissions
- Ensuring maximum conversions within the leads in the bucket
- Fulfilling the counselling needs of the learner and bring them onboard with the portal and help them with competitor analysis
- Addition of maximum references within the portfolio and outside of the portfolio
- Responsible for making an individual aware of the various Edutech solutions available
Sales Manager
Whitehat Jr.
Virtual
09.2021 - 03.2022
- Providing online Edutech solutions to the Customer
- And helping the customer to select the Coding Education Programme and subscription and fulfill the education counselling needs
- Handling the USA Leads and bringing subscriptions
- Ensuring maximum conversions within the leads in the bucket
- Fulfilling the counselling needs of the learner and bring them onboard with the portal and help them with competitor analysis
- Addition of maximum references within the portfolio and outside of the portfolio
- Responsible for making an individual aware of the various Edutech solutions available
Senior Business Development Executive
Unacademy
Virtual
04.2021 - 06.2021
- Providing online Edutech solutions to the Customer
- And helping the customer to select the apt Education Programme and subscription and fulfill the education counselling needs
- Handling the special Leads and bringing subscriptions
- Ensuring maximum conversions within the leads in the bucket
- Fulfilling the counselling needs of the learner and bring them onboard with the portal and help them with competitor analysis
- Addition of maximum references within the portfolio and outside of the portfolio
- Responsible for making an individual aware of the various Edutech solutions available
Assistant Manager
HDFC Bank Limited
Lucknow
09.2017 - 01.2021
- Providing all the banking solutions to the Customer
- And helping the customer to invest in the best available investment plans for guaranteed returns in the future and fulfill all their Financial needs
- Manage portfolio of Two Thousand customers and provide Banking Solutions
- Handling the finances and investments for the portfolio customer
- Cross sell all the Banking and Financial Products, which includes, New Accounts (CASA), Secured Loans, Investments, Life Insurance, General Insurance, Credit Cards, Unsecured Loans
- Deciding the best investment plan for an individual as per his income, age as well as ability to undertake risks
- Responsible for making an individual aware of the various investment tools
- Addition of new customers to the portfolio through references
Senior Relationship Manager
ICICI Securities Ltd.
Lucknow
06.2016 - 09.2017
- Senior Relationship Manager at ICICI Securities is a role which involves working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them
- Manage portfolio of Eleven Hundred customers
- Addition of new customers to the portfolio through references
- Educating customers about the Securities Market
- Acquiring customers for enhancement of PMS base in the portfolio
- Cross sell all the Investment Products
- Increasing the overall AUM of the portfolio
Education
MBA - Finance and Marketing
Amity University
Lucknow01.2016
Bachelors of Commerce -
Lucknow University
01.2012
12th -
Central Academy School
Lucknow01.2009
10th -
Central Academy School
Lucknow01.2007
Skills
- Relationship Building
- Client Service
- Good Persuasive skills
- Quick Learner
- Sales Expertise
- Problem-solving skills
- High Conversion Rate
Personal Information
- Date of Birth: 01/07/92
- Nationality: Indian
- Marital Status: Single
Languages
- English
- Hindi
Awards
- NPTEL Certification for Corporate Finance, IIT Kharagpur, 09/01/24
- GI DTP Qualifier, HDFC Bank, 2019
- GI DTP Qualifier, HDFC Bank, 2020
- April-May GI Outstanding Performer, HDFC Bank, 2020
- Veer Jawan LI Campaign Qualifier, HDFC Bank, 2019
- NISM Certification for Mutual Funds Advisor, 2018
- IRDA certification for Investment Advisor, 2018
- Understanding of digital platform (C.S), APTECH
- Pursuing Company Secretaryship (C.S), I.C.S.I.
- All India merit certificate for English language, C.B.S.E, 2009
Keycompetencieshobbies
- Excellent Communication skills
- Good Persuasive skills
- Quick Learner
- Good Leadership skills
- Good Decision making and Problem-solving skills
- Painting
- Writing poetry
- Photography
Projectstrainings
- Summer Internship, 05/01/15 - 07/31/15, India Infoline (IIFL), Lucknow, Investor’s Attitude Towards Securities Market and Comparison of various Brokerage Houses, My project was to understand the customer’s behavior and mindset towards investing in various financial instruments as well as cross selling the products to the customer. Also conducted analysis and comparison of brokerage firms.
- CS Training, Company Secretary ship, Lucknow, Computer Training on ‘Understanding Information Technology in The Corporate Environment’
Certification
- NPTEL Certification for Corporate Finance from IIT Kharagpur (Sep 2024)
- NISM Certification for Mutual Funds Advisor (2018)
- IRDA certification for Investment Advisor (2018)
- Understanding of digital platform (C.S) APTECH
- Pursuing Company Secretaryship (C.S) from I.C.S.I.
Accomplishments
· GI DTP Qualifier at HDFC Bank (2019 And 2020)
· April-May GI Outstanding Performer at HDFC Bank (2020)
· Veer Jawan LI Campaign Qualifier at HDFC Bank (2019)
· Awarded all India merit certificate for English language by C.B.S.E (2009)
Timeline
Senior Analyst
American Express
07.2022 - 09.2023
Senior Business Development Associate
Scaler Academy
04.2022 - 06.2022
Sales Manager
Whitehat Jr.
09.2021 - 03.2022
Senior Business Development Executive
Unacademy
04.2021 - 06.2021
Assistant Manager
HDFC Bank Limited
09.2017 - 01.2021
Senior Relationship Manager
ICICI Securities Ltd.
06.2016 - 09.2017
MBA - Finance and Marketing
Amity University
Bachelors of Commerce -
Lucknow University
12th -
Central Academy School
10th -
Central Academy School