Pooja Tripathi
Dubai
Summary
Hello, I am a result oriented professional with a diverse experience in banking, sales, collections, client service, and real estate.
My experience has helped me build an ability to drive business performance through a deep understanding of KPIs and KRAs, using data driven strategies that aligns with organizational goals.
I am also skilled in managing and expanding client portfolios, closing deals, streamlining recovery processes, and enhancing customer satisfaction, All, while ensuring regulatory compliance.
I bring in a strategic and practical approach to performance and service excellence.
I am excited for a opportunity in Dubai to contribute my expertise towards sustained business growth and customer loyalty.
Overview
9
9
years of professional experience
Work History
Property Consultant
Banke International Properties
11.2024 - 05.2025
- Managed and advised clients on off-plan residential properties in Dubai, offering insights into the market and investment opportunities.
- Facilitated transactions smoothly through property presentations, site visits, and negotiations.
- Developed and maintained a robust network of developers and clients to bolster sales growth.
- Placed over 200+ calls prepay & managed incoming calls along with emails and faxes per day from customers.
Relationship Manager
IDFC First Bank
08.2023 - 05.2024
- Act as the main contact for high-net-worth clients, providing customized financial and investment advice.
- Drove a 15% portfolio growth by initiating cross-sales in insurance, mutual funds, banking, credit cards, and mortgages.
- Successfully secured high-value sales with affluent clients, offering personalized service and expert financial advisement.
- Developed and implemented strategic sales techniques with a focus on building relationships, surpassing sales goals in a competitive setting.
- Identified and capitalized on upselling and cross-selling opportunities, leading to a 20% client increase in new product investments.
- Partnered with the marketing team to craft and execute client acquisition plans, achieving a 10% rise in customer base through focused campaigns.
- Performed thorough financial assessments to ensure client portfolios are in line with current market trends and investment goals.
Senior Associate
Radius Global Solutions LLC
07.2019 - 07.2023
- Managed a diverse portfolio of over 1000 accounts, regularly exceeding monthly collections target of $300,000.
- Demonstrated superior negotiation skills, securing favorable repayment plans and achieving a 70%+ call conversion rate.
- Effectively managed a vast portfolio, encompassing more than 1000 accounts, consistently surpassing a monthly collections goal of $300,000.
Recovery Specialist
Altisource Business Solutions Pvt Ltd
04.2016 - 06.2019
- Exceeded monthly recovery targets in managing mortgage collections for delinquent accounts, bolstering client relations.
- Collaborated with borrowers to prevent foreclosure, offering alternatives like short sales, loan modifications, refinancing, and deed-in-lieu agreements, successfully averting foreclosure on over 20% of loans.
- Performed in-depth evaluations of client mortgage accounts, delivering tailored solutions that minimized risk for both the client and company.
Education
Bachelor in Commerce -
Mumbai University
India01.2015
Skills
- Goal oriented
- Client acquisition
- Negotiation
- Sales & Marketing
- High-Net-Worth Client Management
- Team Collaboration & Leadership
- Wealth management portfolios
- Time management
- Regulatory compliance
Languages
English
Hindi
Hobbies and Interests
Reading, Writing, Music
Awards
2022 Power of Blue American Express Retained the American Express Power of Blue award for the year 2022, ensuring consistency in performance., 2021 Power of Blue American Express
Timeline
Property Consultant
Banke International Properties
11.2024 - 05.2025
Relationship Manager
IDFC First Bank
08.2023 - 05.2024
Senior Associate
Radius Global Solutions LLC
07.2019 - 07.2023
Recovery Specialist
Altisource Business Solutions Pvt Ltd
04.2016 - 06.2019
Bachelor in Commerce -
Mumbai University
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