Window XP, Window 7
Kinnari Patel
Customer Relationship Executive
Nadiad
Summary
Experienced Customer Relationship Officer bringing 10 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Overview
14
14
years of professional experience
10
10
years of post-secondary education
1
1
Certification
Work History
Financial Services Representative
Trilok Investment
11.2023 - Current
- Coordinated with compliance departments to ensure all client interactions and transactions met regulatory standards.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced client portfolio performance by conducting thorough market research and analysis.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
Branch Relationship Executive
ICICI Prudential Asset Management Company Ltd.
7 2021 - 10.2023
- Educated and worked with clients on ROI terms to find accurate solutions.
- Accurately processed routine financial transactions such as Purchase, Switch, Redemption, STP & SWP Including NON financial Transactions for customers.
- Contacted prospective customers to present service options and explain details.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork and fulfilled quote requests to deliver excellent customer support.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Drove sales by following up with leads and new customers through outbound calls.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Explained and demonstrated self-service mobile options to customers.
Customer Relationship Officer
Prudent Corporate Advisory Services Ltd.
07.2013 - 02.2020
- During my tenure with the Above, I have been exposed to following aspects of Administrations and Branch Handling.
- Administration & Management secretarial work of the Company.
- Active role in Finalization, Preparation and Maintenance of Statutory Registers, Various forms and other documents as required under Mutual Fund Services.
- Attending complaints related to Investors and Brokers.
- Active Participation in All Seminars and Programs conducted by Organizations well as other Financial Institutions.
- Carrying out various Compliances of Mutual Fund Services.
- Attending complaints related to Investors and Brokers.
- Handling Work and Process of FD, NCDS, BONDS and other Financial Instruments.
- Active Participation in All Seminars and Programs conducted by Organizations well as other Financial Institutions.
- Carried out opening and closing functions to meet operational needs underpinning strong customer service.
Administrator Cum Counselor
Ishu Infonet Pvt.Ltd.
12.2011 - 04.2013
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Delta Arbitrager
Arihant Capital Markets Ltd.
06.2010 - 08.2010
Education
CS Professional - Company Law
Institute Of Company Secretaries Of India
New Delhi 06.2011 - 12.2013
CS Professional Group 1 -
Institute Of Company Secretaries Of India
New Delhi 12.2012 - 02.2013
CS Executive -
Institute Of Company Secretaries Of India
New Delhi 06.2010 - 06.2011
Master of Commerce -
P.G.Department Of Business Studies.
V.V.Nagar, Anand 06.2007 - 04.2009
Bachelor of Commerce - Accounting And Auditing
Sardar Patel University
V.V.Nagar 06.2003 - 04.2006
High School Diploma -
GSHSEB
Bardoli 06.2001 - 04.2003
Skills
Customer Service
Complaint resolution
Teamwork / Collaboration
Data Entry
Retail Industry Knowledge
Software
MS Office
Languages
English
Hindi
Gujarati
Certification
NISM
Interests
Listening Music, Visiting Natural Places, Reading Books, Classical Dancing
Timeline
Financial Services Representative
Trilok Investment
11.2023 - Current
NISM
08-2019
Customer Relationship Officer
Prudent Corporate Advisory Services Ltd.
07.2013 - 02.2020
CS Professional Group 1 -
Institute Of Company Secretaries Of India
12.2012 - 02.2013
Administrator Cum Counselor
Ishu Infonet Pvt.Ltd.
12.2011 - 04.2013
CS Professional - Company Law
Institute Of Company Secretaries Of India
06.2011 - 12.2013
Delta Arbitrager
Arihant Capital Markets Ltd.
06.2010 - 08.2010
CS Executive -
Institute Of Company Secretaries Of India
06.2010 - 06.2011
Master of Commerce -
P.G.Department Of Business Studies.
06.2007 - 04.2009
Bachelor of Commerce - Accounting And Auditing
Sardar Patel University
06.2003 - 04.2006
High School Diploma -
GSHSEB
06.2001 - 04.2003
Branch Relationship Executive
ICICI Prudential Asset Management Company Ltd.
7 2021 - 10.2023