Komal Rathore
Jaipur
Summary
Results-oriented Executive Relationship Manager specializing in client engagement and investment promotion. Expertise in financial planning and customer relationship management drives consistent achievement of sales targets. Strong communication and problem-solving skills enhance client relationships and deliver successful outcomes in competitive markets.
Overview
11
11
years of professional experience
Work History
Executive Relationship Manager
Shree Capital
Jaipur
01.2025 - Current
- Facilitated client calls to promote investment and insurance products.
Arranged meetings with senior managers to enhance client engagement.
Maintained regular follow-ups to strengthen client relationships.
Assisted in explaining financial plans to ensure client understanding.
Supported the achievement of sales targets through effective communication strategies. - Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Coordinated strategic initiatives to align client goals with company services.
- Provided expert guidance on financial products to support client decision-making.
Language and Business Associates co-ordinator
IRS Immigration & Abroad Studies
Jaipur
08.2024 - 12.2024
- Coordinated training for language exams including IELTS, PTE, TOEFL, Spoken English, and German (A1 to B2).
- Provided expert counseling for overseas job opportunities, especially for Nursing and Physiotherapy roles in Germany, guiding candidates on eligibility, documentation, and licensing.
- Advised students and professionals on German Ausbildung programs, clarifying structure, benefits, and career pathways to enhance understanding.
- Supported candidates in interview preparation and documentation for visa applications under job seeker and Ausbildung categories, improving readiness for opportunities.
- Conducted info sessions, webinars, and one-on-one counseling for students aiming to work or study in Germany.
- Collaborated with German partners, training institutions, and healthcare recruiters to optimize placement processes for candidates.
- Maintained and updated student and applicant records in CRM; tracked training, visa processing, and job placement status.
Executive Academic Counsellor
Global Learning and Career Counseling
Jaipur
11.2021 - 07.2024
- Provided personalized academic and career counseling to undergraduate and postgraduate students of NMIMS University, guiding them in course selection, specialization choices, and long-term career planning.
- Counseled students on career pathways, industry trends, and higher education options, both in India and abroad.
- Facilitated communication between university and students, addressing academic concerns and clarifying course structures, which contributed to improved student retention through consistent follow-ups.
- Conducted orientation sessions, webinars, and one-on-one meetings to educate students on available academic resources and growth opportunities.
- Supported enrollment processes by resolving queries related to admissions, academic schedules, examinations, and university policies.
- Oversaw management of student records, counseling reports, and performance tracking using internal CRM systems, enhancing data accuracy and accessibility for informed decision-making.
- Cultivated relationships with faculty, students, and administrative staff to foster a supportive educational environment, enhancing overall student experience and satisfaction.
Back office Operation
Bluechip the financial planners
Jaipur
01.2018 - 12.2018
- Handled day-to-day back office operations for financial products including Mutual Funds, Mediclaims, IPOs, Fixed Deposits (FDS), Recurring Deposits (RDS), and Insurance.
- Processed client applications, verified documentation, and ensured accurate data entry, contributing to streamlined operations.
- Coordinated with fund houses, insurance companies, and third-party platforms to execute transactions and issue policies on schedule.
- Maintained client records and transaction history, ensuring compliance with regulatory requirements.
- Followed up on pending applications, renewals, maturity payouts, and policy servicing requests.
- Reconciled transactions accurately and resolved discrepancies or queries promptly, maintaining operational integrity.
- Provided administrative support for customer onboarding, KYC verification, and product servicing.
- Assisted the sales and advisory teams by preparing investment reports, account statements, and client summaries.
Global Support Executive & IELTS Counsellor
Meridean Overseas Education Consultants
Jaipur
03.2015 - 09.2018
- Provided expert counselling sessions for students interested in language proficiency exams such as IELTS, PTE, and TOEFL, guiding them on exam format, preparation strategies, and course selection.
- Communicated directly with prospective leads via calls, emails, and messaging platforms to assess requirements and deliver tailored counselling.
- Ensured a smooth communication channel between leads and internal counselling teams for enhanced client conversion and support.
- Monitored lead status and follow-ups to ensure timely engagement and maximum lead conversion rate.
- Collected, filtered, and qualified leads from various online platforms and assigned them to appropriate counsellors for follow-up.
- Managed and updated lead records in CRM system (e.g., Salesforce, Personal company CRM) to ensure accurate tracking and follow-up.
- Assisted global clients with inquiries, admission processes, and language training programs to facilitate smooth transitions.
Education
Masters of Commerce in Business Administration-M.Com -
Rajasthan University
Jaipur06.2018
Bachelor of Commerce - BCom -
S.S. Jain Subodh P.G. Mahila Mahavidyalaya
Jaipur05.2015
Skills
- Client engagement
- Customer relationship management
- Achievement of sales targets
- Investment promotion
- Financial planning
- Market analysis
- Data analysis
- Problem solving
Personal Information
Date of Birth: 09/05/1996
Timeline
Executive Relationship Manager
Shree Capital
01.2025 - Current
Language and Business Associates co-ordinator
IRS Immigration & Abroad Studies
08.2024 - 12.2024
Executive Academic Counsellor
Global Learning and Career Counseling
11.2021 - 07.2024
Back office Operation
Bluechip the financial planners
01.2018 - 12.2018
Global Support Executive & IELTS Counsellor
Meridean Overseas Education Consultants
03.2015 - 09.2018
Masters of Commerce in Business Administration-M.Com -
Rajasthan University
Bachelor of Commerce - BCom -
S.S. Jain Subodh P.G. Mahila Mahavidyalaya