JAGRIT SAHNI
Delhi
Summary
I am a result driven team player with over 7 years of experience in sales and financial products advisory. Committed to driving growth and exceeding targets, seeking a role in dynamic organization to leverage my skills and expertise for the company's success
Overview
8
8
years of professional experience
1
1
Certification
Work History
Team Leader
ICICI Prudential Asset Management Company
10.2023 - Current
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Built strong relationships with customers through positive attitude and attentive response.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Established clear communication channels that ensured the timely exchange of information between team members and stakeholders.
Team Leader
ICICI Prudential Asset Management Company
12.2022 - 10.2023
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Built strong relationships with customers through positive attitude and attentive response.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
Team Leader
ICICI Prudential Asset Management Company Ltd
06.2022 - 12.2022
- Ensuring effective communication within the team and with other stakeholders
- Supporting team members' growth by providing guidance and opportunities for improvement
- Identifying areas for improvement and implementing strategies to enhance team performance.
Relationship Manager
ICICI Prudential Asset Management Company
09.2019 - 06.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- 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.
Contact Center Officer
Indiabulls Housing Finance Ltd
10.2018 - 08.2019
- Establishing trust and rapport with clients to understand their specific requirements and expectations
- Identifying opportunities to offer additional products or services that align with clients' needs
- Handled escalated calls professionally, working collaboratively with internal departments when necessary to resolve complex issues swiftly.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Contact Center Officer
IndusInd Bank
08.2016 - 10.2018
- Assisting customers with inquiries over the phone and converting those prospects into clients for the company
- Identifying opportunities to promote additional products or services to clients based on their needs.
Education
PGDBM - Banking And Financial Support Services
Times Pro
New Delhi08.2016
B.Com (H) - Com
Swami Shraddhanand College
New Delhi, India05.2016
Skills
Teamwork
Problem-Solving
Portfolio Management
Sales
Mentoring
Coaching
Certification
- NISM - 5A (Mutual Fund Distribution)
- NISM - 21 (Portfolio Management Service)
Personal Information
- Title: Team leader
- Date of Birth: 10/06/95
- Nationality: Indian
Timeline
Team Leader
ICICI Prudential Asset Management Company
10.2023 - Current
Team Leader
ICICI Prudential Asset Management Company
12.2022 - 10.2023
Team Leader
ICICI Prudential Asset Management Company Ltd
06.2022 - 12.2022
Relationship Manager
ICICI Prudential Asset Management Company
09.2019 - 06.2022
Contact Center Officer
Indiabulls Housing Finance Ltd
10.2018 - 08.2019
Contact Center Officer
IndusInd Bank
08.2016 - 10.2018
PGDBM - Banking And Financial Support Services
Times Pro
B.Com (H) - Com
Swami Shraddhanand College
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