PIYALI BOLEL
KOLKATA
Summary
I am seeking employment with a company where I can improve myself professionally and personally, where I can use my skills for the success of the organization. Proactive with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
1
1
Language
1
1
Certificate
Work History
Senior Relationship Manager
ICICI SECURITIES LTD
11.2022 - Current
- Developed strong rapport with customers and created positive impression of business.
- Generated new sales leads to achieve and exceed monthly sales goals.
- Helped customers locate products and checked store system for merchandise at other sites.
- Solved customer challenges by offering relevant products and services.
Junior Phone Banking Officer
HDB financial services ltd
02.2021 - 11.2022
- Alleviated call loads by educating customers about how to effectively navigate site tools and pages for future banking needs.
- Handled over 150 incoming telephone calls, emails and chat requests.
- Discussed financial options with clients and provided informed suggestions.
Education
M.com - Accounting And Business Management
Netaji SubhasOpen University
Kolkata 12.2022 - Current
B.com -
MaharaniKasiswari College
Kolkata 06.2017 - 11.2020
Higher Secondery - Commerce
Bhagabati Devi Balika Vidyalaya
Kolkata 01.2016 - 12.2016
Secondery Education -
Bhagabati Devi BalikaVidyalaya
Kolkata 07.2015 - 12.2015
Skills
Negotiating and convincing powerPositive attitudeCan handle tough situationsNISM cirtificationIRDA cirtificationLearning new things
Relationship building and management
Strategic and financial planning
Sales professional
Business development expertise
Business Development
Customer interaction
Strategic Planning
Portfolio Management
Public Speaking
Customer Engagement
Certification
NISM VA
Timeline
NISM VA
02-2023
M.com - Accounting And Business Management
Netaji SubhasOpen University
12.2022 - Current
Senior Relationship Manager
ICICI SECURITIES LTD
11.2022 - Current
Junior Phone Banking Officer
HDB financial services ltd
02.2021 - 11.2022
B.com -
MaharaniKasiswari College
06.2017 - 11.2020
Higher Secondery - Commerce
Bhagabati Devi Balika Vidyalaya
01.2016 - 12.2016
Secondery Education -
Bhagabati Devi BalikaVidyalaya
07.2015 - 12.2015