Watching movies, listening music
Neha Singh
Indore ,MP
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Digital Relationship Manager
HDFC Securities
Indore , MP
02.2022 - Current
- 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.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Sales Executive Intern
Bajaj Finserv
Bhopal , MP
04.2016 - 05.2016
- Qualified incoming team marketing and sales leads to assist with prospecting new contacts.
- Helped sales professionals maintain customer relationships by making follow up calls to recent buyers.
- Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Built deep relationships with store managers, business owners and distribution partner sales teams by employing industry expertise and knowledge, retail strategies and sales tactics.
Education
Master Of Business Administration - Finance And Human Resource
IPS ACADEMY
Indore 08.2015 - 06.2017
Bachelor Of Business Administration - Finance
AKS UNIVERSITY
Satna 08.2012 - 06.2015
Higher Secondary - PCB
Government Excellence Higher Secondary School
Unchehra 07.2009 - 06.2010
High School -
JP HIGH SCHOOL
Unchehra 07.2007 - 05.2008
Skills
Business relationship cultivation
Relationship building and management
Financial Advising
Strategic selling
Product knowledge
Client Relationships
Service support
Financial planning processes
Investment and Wealth Planning
Equity and Fixed Income Markets
Interests
Timeline
Digital Relationship Manager
HDFC Securities
02.2022 - Current
Sales Executive Intern
Bajaj Finserv
04.2016 - 05.2016
Master Of Business Administration - Finance And Human Resource
IPS ACADEMY
08.2015 - 06.2017
Bachelor Of Business Administration - Finance
AKS UNIVERSITY
08.2012 - 06.2015
Higher Secondary - PCB
Government Excellence Higher Secondary School
07.2009 - 06.2010
High School -
JP HIGH SCHOOL
07.2007 - 05.2008