Naman Upadhyaya
Mumbai
Summary
Motivated and adaptable professional with proven expertise in customer service.
Willing to relocate in United Arab Emirates and eager to contribute to organizational growth with strong analytical skills, problem solving skills. Seeking a challenging role that allows me to leverage my experience while growing within the dynamic UAE market.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer service representative
Mirae Asset Capital Markets(India) Pvt Ltd.
Mumbai
03.2023 - Current
- To provide services to clients over call who are trading in capital markets.
- To help the clients to open the demat account if they are stuck in account opening journey.
- To guide the clients how they can place the orders.
- To deal with clients emails by taking follow ups from different departments.
Customer service representative
Motilal Oswal Financial Services Ltd.
Mumbai
12.2021 - 02.2023
- To provide service to new franchisees and their clients in capital markets.
- To resolve queries of clients by taking follow ups from different departments
Sales Executive
HDFC Securities
Mumbai
06.2019 - 03.2020
- To cross sell products to clients ie mutual funds,general insurance,life insurance etc.
- To generate revenue by selling products.
Mumbai
06.2016 - 05.2019
Education
Graduation -
KES Shroff College of Arts and Commerce
Mumbai, India05.2019
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Outlook
Personal Information
- Date of Birth: 05/14/98
- Gender: Male
- Nationality: Indian
Certification
- NISM VII - Securities Operations and Risk Management
Timeline
Customer service representative
Mirae Asset Capital Markets(India) Pvt Ltd.
03.2023 - Current
Customer service representative
Motilal Oswal Financial Services Ltd.
12.2021 - 02.2023
Sales Executive
HDFC Securities
06.2019 - 03.2020
06.2016 - 05.2019
Graduation -
KES Shroff College of Arts and Commerce
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