Jyotsna Padval
Mumbai
Summary
Results-oriented Relationship Manager with expertise in developing and sustaining robust client relationships. Proficient in assessing client requirements and providing customized financial solutions that enhance customer satisfaction. Experienced in working with cross-functional teams to ensure exceptional service delivery and meet business goals. Focused on cultivating long-term partnerships that drive revenue growth for the organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Customer Acquisition Relationship Manager
Jio Blackrock Investment Advisers Pvt Ltd
11.2025 - Current
- Lateral Move
Customer Acquisition Relationship Manager
Jio Blackrock Asset Management Company Pvt Ltd
Navi Mumbai
06.2025 - 11.2025
- Guided investors through onboarding for mutual fund account creation and post-login support.
- Contributed to app development by providing user feedback and conducting interface testing.
- Pitched Jio BlackRock mutual funds, explaining benefits and recommending options based on investor needs.
- Facilitated KYC processes, including video KYC, and assisted with document uploads.
- Educated investors on SIP and lump sum investments, clarifying payment modes.
- Resolved customer complaints efficiently, ensuring timely and effective solutions.
- Fostered strong relationships with customers by maintaining professionalism and helpfulness.
- Coordinated follow-up calls at convenient times to address investor queries regarding mutual fund schemes.
Senior Executive - ICICI Prudential Mutual Fund Process
Computer Age Management Services Pvt Ltd
CBD Belapur, Navi Mumbai
07.2021 - 04.2025
- Advised investors on ICICI Prudential Mutual Funds, tailoring pitches to individual needs.
- Facilitated folio creation process through guided phone consultations.
- Assisted investors with Aadhar KYC and Video KYC procedures via phone, including document uploads and e-signing.
- Addressed login issues for website and mobile applications, guiding investment steps pre- and post-login.
- Resolved service-related queries for account statement downloads, bank changes, contact updates, and KYC status checks.
- Managed on-call resolutions for payment failures, providing alternative payment methods.
- Explained investment options, highlighting benefits of Lumpsum and SIP investments.
- Conducted daily follow-ups and closed sales through effective cold calling.
Account Opening Executive - Demat and Trading Account
5Paisa Capital Ltd
Malad (W)
01.2021 - 07.2021
- Executed daily cold calls to convert leads into clients.
- Guided customers through online and offline demat and trading account processes.
- Resolved customer queries regarding demat accounts efficiently.
- Maintained daily records of all demat account activities.
- Performed follow-ups and call-backs on pending cases, delivering end-of-day feedback.
- Explained features and benefits of demat and trading accounts to prospective clients.
- Processed online KYC for new demat and trading account openings.
Customer Service Executive (Sales & Service)
Vodafone India Pvt Ltd
Wagle Estate
05.2016 - 05.2018
- Addressed customer queries regarding SIM cards and related products.
- Cross-sold Vodafone offerings, including SIM cards, data cards, and MIFI devices.
- Managed escalations concerning Network issues, Data Cards, and MIFI devices.
- Interacted with HNI and NRI clients to resolve inquiries effectively.
- Served as backup cashier for six months, managing cash transactions.
- Acted as off-role floor manager during peak walk-in periods.
- Recognized with multiple maximum sales awards for outstanding performance.
Education
TYBA - Arts
University of Mumbai
Mumbai2014
HSC - Arts
Bhavans College
Mumbai2011
SSC -
Vivek Vidyalaya
Mumbai 2009
Skills
- MS Office
- Excel
- PowerPoint
- Word
- Customer relationship management
- Cross-selling techniques
- Mutual fund knowledge
- Active listening
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
- NISM-Series-X-A: Investment Adviser (Level 1 ) Certification Examination
- NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination
Languages
English
Advanced
C1
Hindi
Advanced
C1
Marathi
Advanced
C1
Hobbies and Interests
- Reading Fiction Novels
- Photography
- Traveling
Awards & Recognition
- Awarded For Monthly Sales Target Achieved (Vodafone)
- Nominated For RNR, 2021-2022 (CAMS)
- Certified For Overall OKR, 2024-04-01 (CAMS)
- Certified For Quality Topper, 2024-12-01 (CAMS)
Timeline
Customer Acquisition Relationship Manager
Jio Blackrock Investment Advisers Pvt Ltd
11.2025 - Current
Customer Acquisition Relationship Manager
Jio Blackrock Asset Management Company Pvt Ltd
06.2025 - 11.2025
Senior Executive - ICICI Prudential Mutual Fund Process
Computer Age Management Services Pvt Ltd
07.2021 - 04.2025
Account Opening Executive - Demat and Trading Account
5Paisa Capital Ltd
01.2021 - 07.2021
Customer Service Executive (Sales & Service)
Vodafone India Pvt Ltd
05.2016 - 05.2018
TYBA - Arts
University of Mumbai
HSC - Arts
Bhavans College
SSC -
Vivek Vidyalaya