Tally 90
Nikhil Bafna
Relationship Manager
Jodhpur,Rajasthan
Summary
Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service.
Agile and adaptable staff leader with stellar work history, motivational approach and upbeat nature. Skilled at training employees and leveraging organized approaches to handle daily planning, scheduling and customer service requirements. Forward-thinking and industrious with diplomatic communication style focused on maximizing engagement and satisfaction.
Overview
9
9
years of professional experience
14
14
years of post-secondary education
Work History
Relationship Manager
Tata Mutual Fund
Jodhpur, Rajasthan
05.2022 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Assisted customers with opening accounts and signing up for new services.
Assistant Manager
ITI Assests Management Companay
Jodhpur, Rajasthan
02.2021 - 05.2022
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Achieved recognition from senior management for contribution to store success, including managing sales, employees and operations to foster optimal performance.
- Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Reduced financial discrepancies to minimize threats to health and productivity of business.
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
- Developed organizational structure to outline and direct rules, roles and responsibilities.
- Developed strategy to increase sales and drive profits.
Relationship Manager
Aditya Birla Assests Management Company
Jodhpur, Rajasthan
08.2019 - 02.2021
- Assessed client satisfaction throughout credit management process by soliciting customer feedback and asking or resovle questions.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
- Worked with clients to address and respond to client and partnership management issues.
- Assessed client satisfaction throughout credit management process by soliciting customer feedback and asking Type questions.
Assistant Account Manager
Aakash Educational Services Private
Jodhpur, Rajasthan
08.2018 - 08.2019
- Negotiated prices for products and freights to decrease overall costs by Number%.
- Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
- Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets.
- Anticipated clients' needs by staying in touch on regular basis.
Accounts Manager
Noble Art And Craft House
Jodhpur, Rajasthan
02.2014 - 07.2018
- Prepared monthly reports, including payment and account reconciliations and financial statements.
- Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
- Developed process improvements to increase efficiency and productivity and presented to management for approval.
- Protected company assets with strategic risk management approaches.
Education
RBSE - All
Sardar Children Sen.sec.school
Jodhpur 04.2006 - 03.2007
Master Of Commerce - Commerce
Sardar Children Sen. Sec.School
Jodhpur 04.2008 - 03.2009
Bachelor Of Commerce - Commerce
JNVU
Jodhpur 04.2009 - 03.2012
Master In Finance Analysis And Control(MFC) - Accounting And Finance
JNVU
Jodhpur 10.2012 - 08.2015
Company Secretary (Pursuing Final Year) - SEBI,Law,Finance
Companay Secretary
Jodhpur 12.2016 - Current
Skills
Financial Management
Software
SAP
MS Excel(v lookup,Slookup,etc)
MS Word
Timeline
Relationship Manager
Tata Mutual Fund
05.2022 - Current
Assistant Manager
ITI Assests Management Companay
02.2021 - 05.2022
Relationship Manager
Aditya Birla Assests Management Company
08.2019 - 02.2021
Assistant Account Manager
Aakash Educational Services Private
08.2018 - 08.2019
Company Secretary (Pursuing Final Year) - SEBI,Law,Finance
Companay Secretary
12.2016 - Current
Accounts Manager
Noble Art And Craft House
02.2014 - 07.2018
Master In Finance Analysis And Control(MFC) - Accounting And Finance
JNVU
10.2012 - 08.2015
Bachelor Of Commerce - Commerce
JNVU
04.2009 - 03.2012
Master Of Commerce - Commerce
Sardar Children Sen. Sec.School
04.2008 - 03.2009
RBSE - All
Sardar Children Sen.sec.school
04.2006 - 03.2007
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