Hi, I’m
Jeevita Shetty
Navi Mumbai
Summary
Versatile and customer-centric professional boasting 7+ years of experience, dedicated to delivering exceptional customer service to cultivate strong client connections and drive product engagement. Adept in investment strategies, insurance solutions, and comprehensive financial planning.
Overview
8
years of professional experience
1
Certification
Work History
Winman Software India LLP
Business Development Executive
04.2022 - Current
Job overview
- Directly communicated with clients to understand their IT and TDS filing needs, providing demonstrations of Winman's CAERP & TDS software to showcase its features and functionality.
- Translated customer needs into solution requirements using powerful value propositions and negotiation skills.
- Coordinating with accounts teams for invoice related process, and tax legal and tax testing team for tasks as and when allotted
- Researched product pricing, ratings and performance and created comparison spreadsheets to evaluate competitors.
- Supported the HR team by conducting telephonic interviews and delivering key highlights to the senior team, aiding in candidate analysis.
Arunanjali Securities
Investment Advisor
01.2018 - 03.2022
Job overview
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on mutual fund investment solutions.
- Contacted and lined up fellow investors to enable successful IPOs while also generating status reports and IPO pitches
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Analyzed market trends and economic data to make informed recommendations for client's portfolios.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Handled life and health insurance products, providing financial support to customers during financial planning processes.
Protectron Electromech Pvt Ltd
Credit Controller
11.2016 - 10.2018
Job overview
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Performed checks of customer creditworthiness and current situations.
- Obtained and interpreted financial statements to assist in credit limit reviews.
- Managed order blocking and release procedures in coordination with the account team, considering outstanding client debts during discussions.
- Processed payments and accurately recorded transaction details in the system.
ICICI Bank
Value Banker
06.2016 - 09.2016
Job overview
- Attentively engaged with customers, ensuring thorough comprehension of their needs before providing solutions.
- Carried out day-to-day cashier duties accurately and efficiently.
- Maintained excellent attendance record, consistently arriving to work on time.
Education
Zenith School Khopoli
SSC
04-2010
Janata Junior College Khopoli
HSC
03-2012
KMC College Khopoli
B.Com
04-2015
IGNOUMangalore
M.Com
12-2020
Skills
- Relationship building and rapport
- Product and service sales
- Customer satisfaction
- Investment planning & advising
- Planning financial goals
- Mutual funds & Insurance
Certification
Participated in workshop session on IFA Inc. held by Aditya Birla Sun Life AMC Ltd. in 2019.
Appeared for National Insitute for Securities Markets (NISM) exam in 2016.
Participated in Maharashtra Centre for Entrepreneurship Development program (MCED) in 2015 in College.
Appeared in the Tally Champs exam in 2013.
Appeared for Maharashtra State Certificate in Information Technology (MS-CIT) in 2010.
Appeared for Rashtra Bhasha exam in 2006 & 2008 and other scholarship exams in school.
Affiliations
- Won a couple of medals in singing competitions.
- Won a trophy for the work accomplished as Ladies Representative (LR).
Languages
English
Hindi
Marathi
Kannada
Tulu
Timeline
Business Development Executive
Winman Software India LLP
04.2022 - Current
Investment Advisor
Arunanjali Securities
01.2018 - 03.2022
Credit Controller
Protectron Electromech Pvt Ltd
11.2016 - 10.2018
Value Banker
ICICI Bank
06.2016 - 09.2016
Zenith School
SSC
Janata Junior College
HSC
KMC College
B.Com
IGNOU
M.Com
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