Monideepa Bhattacharya

• Currently working as a Sr. Advisor for Maruti Suzuki for their Insurance Domain.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Championed continuous improvement efforts throughout the organization by identifying process inefficiencies and implementing best practices, driving increased productivity and cost savings.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.

Worked for Zomato Client.

• Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
• Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
• Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
• Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
• Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
• Advised clients on risk management strategies to protect assets against market volatility.
• Enhanced advisor skills and knowledge through continuous professional development program, elevating service quality.
• Enhanced team productivity with introduction of streamlined processes for client assessments and follow-ups.
• Developed strong relationships with clients through regular communication and excellent customer service.
• Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
• Led team in development of digital advisory platform, enhancing accessibility and engagement for clients.

• Worked as a customer support agent in voice process in Flipkart

• Worked as a Business Development Executive