Jaseem Ahmad
Dehradun
Summary
Accomplished professional with extensive experience in business development, process optimization, automation, and strategic planning. Expertise in project management, data analysis, and investment decision-making. Highly skilled in developing initiatives to streamline and standardize business operations. Seeking to leverage background to take the next career step with a respected organization that rewards talent, hard work, and results.
Overview
5
5
years of professional experience
Work History
Relationship Manager
Sbicapsec
Dehradun
05.2025 - Current
- Developed strong client relationships through regular communication and personalized service.
- Collaborated with internal teams to streamline onboarding processes for new clients.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Analyzed client feedback to improve service offerings and address concerns promptly.
- Monitored market developments to provide timely insights and recommendations to clients.
- Coordinated with compliance teams to ensure adherence to regulatory standards and practices.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategies to attract new customers while retaining existing ones.
Sr. Executive Mortgage
Iprocess India Pvt. Ltd .
Dehradun
03.2022 - 04.2025
- Analyzed market trends to inform decision-making and strategic initiatives in service offerings.
- Coordinated project timelines and deliverables across multiple departments for seamless execution.
- Managed vendor relationships to ensure quality service delivery and compliance with standards.
- Negotiated contracts with vendors for goods and services at competitive prices.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Led cross-functional teams to implement process improvements and operational strategies.
- Developed and executed project plans to enhance service delivery and customer satisfaction.
- Analyzed market trends to inform strategic decisions and identify growth opportunities.
- Coordinated communication between departments to ensure alignment on strategic initiatives.
- Facilitated training sessions for staff to enhance skills and improve operational efficiency.
Relationship Officer
Quess private limited
Dehradun
04.2021 - 02.2022
- Facilitated communication between clients and internal teams effectively.
- Conducted regular follow-ups with clients to maintain engagement.
- Participated in training sessions to improve product knowledge and service skills.
- Provided financial advice to clients based on their needs and goals.
- Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
Education
Bachelor of Accountancy - Accounting
D.A.V. College
Dehradun10-2012
Skills
- Client communication
- Lead generation
- Financial advising
- Relationship building
- Problem solving
- Strategic planning
Timeline
Relationship Manager
Sbicapsec
05.2025 - Current
Sr. Executive Mortgage
Iprocess India Pvt. Ltd .
03.2022 - 04.2025
Relationship Officer
Quess private limited
04.2021 - 02.2022
Bachelor of Accountancy - Accounting
D.A.V. College