Communicating with different type of people, learning new things,Travelling, Karate, Helping people
Grusha Rathod
Senior Customer Success Executive
Dubai,Dubai
Summary
Experienced with over five years of experience in Finance industry. Excellent reputation for resolving problems and improving customer satisfaction.
Overview
1
1
Language
1
1
Certificate
4
4
years of post-secondary education
5
5
years of professional experience
Work History
Senior Customer Success Executive
Next Billion Technology
Bangalore, Karnataka
05.2021 - 10.2022
- Acting Team leader who has participated in team-building activities to enhance working relationships with Pan India Asset Management company.
- Followed-through on all critical inter-departmental Assignment and customer escalations queries.
- Facilitated inter-departmental communication and coordination to effectively provide customer support through s building with AMC's.
- Resolved Calls,Mails, Chats client transactional operation queries improved by providing exceptional service.
- Actively listened investors handled concerns quickly and escalated major issues to supervisor.
- Developed and maintained courteous and effective working relationships.
- Increased customer satisfaction by resolving issues Redemptions/Non refund cases.
- Handled over 70 calls per shift internally and externally Asset Management company new retrieving customer retention rates.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Quickly and accurately answered customer questions, suggested effective solutions and resolved issues to increase customer satisfaction 100%.
- Delivered superior customer service to strengthen relationships and drive future business revenue.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Exhibited high energy and professionalism when dealing with clients and staff.
Relationship Manager
TATA Mutual Fund
Mumbai, Maharashtra
11.2019 - 04.2021
- Handling B2B and managing relationships with financial advisors engaged in business of selling, mutual funds.
- Customer Relationship Building
- To study client portfolio and investment strategies.
- Managing customer queries via calls and mails.
- Solving client queries, incase of transaction related inquires.
- Delivering outstanding client service.
- Managing SIP's , Lump sum, investments, HNI service requests
- Managed Independent Financial Advisors, Empanelling/Onboarding new IFA's, Finance, operations and sales departments to facilitate communication and deliver personalized solutions to clients and distributors.
- Generated IFA business activation and referral clients in partnership with branch team.
- Built and maintained relationships with new and existing clients while providing level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills..
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Supported end-to-end transaction, operation process, submitted complete documentation and supported distributors and investors originations for business compliance.
Sale Support Executive
IDFC Mutual Fund
Mumbai, Maharashtra
02.2018 - 11.2019
- Worked with Independent financial advisors, customers, investors to understand needs and provide excellent service.
- Actively listened to customers and Independent Financial advisors, handled concerns quickly and escalated major issues to higher authority
- Collaborated with operation finance, brokerage, sales department and others to achieve resolutions.
- Developed and maintained courteous and effective working relationships.
- Used coordination and planning skills to achieve results according to schedule.
- Maintained energy and enthusiasm in fast-paced environment.
- Handled more than 100 calls in day to address distributors, sales officers, inquiries and concerns.
- Resolved problems, improved operations and provided exceptional service.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Exceeded goals through effective task prioritization and great work ethic.
- Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Offered friendly and efficient service to all customers, handled challenging situations with ease.
Office Administrator
Deepak Dhabalia
Mumbai
11.2017 - 01.2018
- Screened and transferred incoming calls, took down messages and transmitted information and documents to internal personnel as point of contact for office.
- Established positive working relationships with colleagues, manager and customers through regular communication and effective anticipation of needs.
- Improved information collection and recordkeeping accuracy by creating, updating and managing customer communications.
- Computerized office activities, maintained customer communications and tracked records through delivery.
- Entered and maintained departmental records into company database.
- Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Internship
Umesh P.Mestry & Co.
Mumbai, Maharashtra
05.2016 - 06.2016
- Helped with administrative support, including managing incoming calls, coordinating files and sorting mail.
- Worked closely with VAT dept,TDS dept,ITR dept to reorganize productivity
- Participated in cross-functional team-building activities.
- Completed clerical tasks such as filing, copying and distributing mail.
- Maintained functional office equipment with excellent troubleshooting and maintenance abilities.
- Stamped, coded and entered invoices for business operations using.
- Sorted and classified files according to content, purpose, user criteria and alphabetical or numerical order.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Education
MBA - Finance
L. N. Wellingkar Institute of Management
Mumbai 07.2018 - 12.2020
Bachelor of Management Studies - Management
A.V Vartak
Mumbai 07.2016 - 08.2017
Skills
Relationship building and management
Passion for customer satisfaction/High quality client service
Critical thinking
Emotional intelligence
Team member Training
High-quality customer service
Customer relationship management and Relationship building
Effective Communication skills
Fluent in English, Hindi, Gujarati & Marathi
Team Building
Customer Relations
Certification
Certified Mutual Fund Advisor (V A)
Interests
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Customer Success Executive
Next Billion Technology
05.2021 - 10.2022
Relationship Manager
TATA Mutual Fund
11.2019 - 04.2021
Certified Mutual Fund Advisor (V A)
04-2019
MBA - Finance
L. N. Wellingkar Institute of Management
07.2018 - 12.2020
Sale Support Executive
IDFC Mutual Fund
02.2018 - 11.2019
Office Administrator
Deepak Dhabalia
11.2017 - 01.2018
Bachelor of Management Studies - Management
A.V Vartak
07.2016 - 08.2017
Internship
Umesh P.Mestry & Co.
05.2016 - 06.2016
Interacting and making new friends
Being an outspoken and extrovert in nature, i like to interact with different types of people that turns out to be my friends eventually.
Interacting and making new friends
Being an outspoken and extrovert in nature, i like to interact with different types of people that turns out to be my friends eventually.