Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Personal Information
Timeline
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Lakhwinder Kaur

Lakhwinder Kaur

Lalru Mandi

Summary

Motivated and client-focused Customer Relationship Executive with over 1 years of experience at Angel One Limited. Skilled in managing customer portfolios, executing trades, and promoting financial products. Demonstrated ability to resolve queries efficiently and maintain strong relationships with clients. Strong communication and upselling abilities, with a focus on customer satisfaction and retention.

Overview

13
13
years of professional experience

Work History

Customer Relationship Executive

Angel One Limited
Lalru, District Mohali Punjab
10.2024 - Current
  • Assisted over 500 clients with Demat account opening, mutual fund investment, trading activities, and investment queries.
  • Promoted demat account services and executed cross-selling of mutual funds, SIPs, and insurance products.
  • Maintained 90%+ customer satisfaction rating through prompt and effective communication.
  • Conducted onboarding and training calls for new clients on using the Angel One trading platforms.

Receptionist

M/s S.D Honda Agency
Ambala City
06.2012 - 04.2014
  • Handled 50+ inbound and outbound calls daily to schedule service appointments for Honda two-wheeler customers.
  • Informed customers about periodic service reminders, AMC (Annual Maintenance Contract), and Sales promotional offers.
  • Addressed customer queries regarding service charges, estimated time, and job card status.
  • Coordinated with workshop staff to ensure timely vehicle service and delivery.
  • Maintained accurate call records and follow-up logs in service management software.

Education

B.Com -

D.A.V Collage
Ambala City
01.2012

Sr. Secondary -

Sohan Lal D.A.V School
01.2009

Matriculation -

Sohan Lal D.A.V School
01.2007

Six Month Diploma - Computer Fundamental, Office Automation and Financial Accounting

Skills

  • Client Relationship Management
  • Financial Product Sales
  • Query Resolution & Client Support
  • Communication & Interpersonal Skills
  • Basic knowledge of accounts
  • Knowledge of Computer , Internet and Microsoft office expertise
  • Financial products knowledge

Hobbies and Interests

  • Surfing Net
  • Listening Music

Languages

  • English
  • Hindi
  • Punjabi

Personal Information

  • Husband's Name: Sh. Jatinder Singh
  • Date of Birth: 11/21/91
  • Gender: female
  • Marital Status: Married

Timeline

Customer Relationship Executive

Angel One Limited
10.2024 - Current

Receptionist

M/s S.D Honda Agency
06.2012 - 04.2014

B.Com -

D.A.V Collage

Sr. Secondary -

Sohan Lal D.A.V School

Matriculation -

Sohan Lal D.A.V School

Six Month Diploma - Computer Fundamental, Office Automation and Financial Accounting

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Lakhwinder Kaur