Summary
Overview
Work History
Education
Accomplishments
Certification
Additional Information
Timeline
Generic
Mohd Farhan Atiq Hasmi

Mohd Farhan Atiq Hasmi

Corporate Professional
Kopar Khairane

Summary

Dynamic professional with over 6 years of experience in customer support, financial services, and investment advisory. Proven track record in managing high-net-worth and retail clients, educating them on mutual funds and technological tools to achieve financial goals. Skilled in resolving complex issues across various platforms, including cryptocurrency and equity markets. Strong sales acumen demonstrated through successful lead management and customized travel solutions. Currently serving as an L3 Support Specialist, adept at resolving escalated technical issues, conducting root cause analyses, and collaborating across departments to ensure exceptional customer satisfaction.

Overview

4
4
years of professional experience
3
3
years of post-secondary education
3
3
Certifications

Work History

Customer Chat Support and Product Related Operatio

FIRST STOCK CONTEST PRIVATE LIMITED
09.2021 - 08.2022

Customer Relationship Manager

SITEL, AXIS MUTUAL FUND
04.2020 - 08.2021
  • Managed portfolio of high net worth HNW) Clients and Big retail investors.
  • Help investors understand the underlying asset classes in mutual fund schemes, and combine them to achieve his/her investment objectives.
  • Educated clients on available technological tools, enabling the development and implementation of solutions to achieve personal financial goals.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Communicated regularly with clients to understand needs, evaluate current product use, and cross-sell new products.

Customer Services Representative

SITEL, THOMASCOOK INDIA
07.2018 - 03.2020
  • One of the key role was to catch leads (prospects from Newspaper and social media advertisements) and dispatch them to their local Outlets for Booking and other services.
  • Educated customers on advertisement and promotions to enhance sales.
  • Recommended Group packages and Customized travel packages to customers are per their tour requirement.
  • Implemented up-selling strategies such as recommending Foreign exchanges, visas, and Flights.

Education

Bachelor of Commerce Studies - Business Studies, Financial Accounting, Economics

Lala Lajpatrai College of Commerce And Economics
Mumbai, Mahalaxmi
07.2015 - 2018.05

Bachelor of Tourism Studies - Hospitality Management, Tour Management

Mumbai University
08.2015 - 05.2018

Accomplishments

    Achieved sales of 2 crores in a single month by assessing the market potential, thrived with a broad range of clients, and made them invest. All the clients who made investments in that period had booked higher double-digit profits in the next two quarters.

Certification

[Best Call Quality Agent of the Year], [Thomascook]

Additional Information

Passport Details: Republic of India

Passport No: T0228028

Timeline

Customer Chat Support and Product Related Operatio

FIRST STOCK CONTEST PRIVATE LIMITED
09.2021 - 08.2022

NISM Series V-A: Mutual Fund Distributors Certificate

07-2021

Customer Relationship Manager

SITEL, AXIS MUTUAL FUND
04.2020 - 08.2021

[Best Call Quality Agent of the Year], [Thomascook]

01-2020

SITEL Star for [Best performing agent in 2nd Quarter]

08-2019

Customer Services Representative

SITEL, THOMASCOOK INDIA
07.2018 - 03.2020

Bachelor of Tourism Studies - Hospitality Management, Tour Management

Mumbai University
08.2015 - 05.2018

Bachelor of Commerce Studies - Business Studies, Financial Accounting, Economics

Lala Lajpatrai College of Commerce And Economics
07.2015 - 2018.05

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