Pooja Amritpal Parhar
Mumbai
Overview
9
9
years of professional experience
Work History
Virtual Relationship Manager
IDFC FIRST BANK
Thane, Mumbai
09.2023 - Current
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills delivering positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Processed loan applications and financial transactions following company procedures.
- Established strong and positive working relationships within organization to contribute to team success.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Managed virtual customer relationships, including responding to inquiries and complaints in a timely manner.
- Collaborated with cross-functional teams to ensure quality of products or services offered to customers.
- Provided technical support to customers via phone, email, or chat applications.
Associate Relationship Manager
HDFC LTD
KHARGHAR
05.2022 - 07.2023
- Offered sound financial recommendations to promote financial security, moving clients to take action to buy life insurance products,ULIP Plan, Term Insurance,Traditional Plan etc.
- Provided guidance and support to customers regarding product features, pricing, and other related inquiries.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Responded promptly to customer inquiries in a professional manner via phone, email, or in person.
Senior Relationship Officer
HDFC SALES PVT LTD
KHARGHAR, NAVI MUMBAI
05.2019 - 05.2022
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Built positive and productive customer connections to drive consistent sales.
- Discussed ideas and strategies to improve operational efficiency, adding value and aiding business performance for continuous improvement.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Relationship Officer
HDFC SALES PVT LTD
KHARGHAR, NAVI MUMBAI
06.2018 - 05.2019
- Identified opportunities for new client acquisition by leveraging products and services.
- Drove sales using excellent negotiation, communication and problem-solving skills.
- Researched client business needs and scheduled appointments to discuss new opportunities.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Negotiated terms for management services and financing to close deals with hesitant clients and retain relationships.
Financial Services Associate
HDFC SALES PVT LTD
NAVI MUMBAI
05.2015 - 06.2018
- Analyzed customer requirements and recommended efficient investment products. Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Processed loan applications and financial transactions following company procedures.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
Education
M.COM - Accounting And Finance
Pillai College of Arts, Commerce & Science
Panvel, Navi Mumbai04.2015
B.COM - Accounting and Finance
NaviNaviPillai College of Arts, Commerce & Science
ParharPanvel, Navi Mumbai03.2013
Skills
- Analytical Thinking
- Problem-Solving
- Client Relationship Building
- Strong Presentation Abilities
- Financial Planning
Languages
English
Full Professional
Hindi
Full Professional
Marathi
Professional
Accomplishments
- Recognized as Best Penetration Rank 1 for outstanding performance and team contributions( PAN INDIA) for HDFC Life and HDFC Ergo policies
- Star performer award since 2015 in CP/HSP/Life Insurance /Business Activation Drive.
- Certificate of Recognition for outstanding performance ,superior dedication and positive attitude on the job throughout last 5 years from HDFC Sales.
Timeline
Virtual Relationship Manager
IDFC FIRST BANK
09.2023 - Current
Associate Relationship Manager
HDFC LTD
05.2022 - 07.2023
Senior Relationship Officer
HDFC SALES PVT LTD
05.2019 - 05.2022
Relationship Officer
HDFC SALES PVT LTD
06.2018 - 05.2019
Financial Services Associate
HDFC SALES PVT LTD
05.2015 - 06.2018
M.COM - Accounting And Finance
Pillai College of Arts, Commerce & Science
B.COM - Accounting and Finance
NaviNaviPillai College of Arts, Commerce & Science
Similar Profiles
AYUSHI BANSALAYUSHI BANSAL
Acquisition Manager at IDFC First BANK, IDFC BankAcquisition Manager at IDFC First BANK, IDFC Bank
Amarjit MaikapAmarjit Maikap
Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)
VISHAL A THAKARE VISHAL A THAKARE null
Senior Sales Officer at IDFC First Bank (IDFC FIRST BHARAT)Senior Sales Officer at IDFC First Bank (IDFC FIRST BHARAT)
Rajveer BhagatRajveer Bhagat
Wealth Relationship Manager at IDFC First BankWealth Relationship Manager at IDFC First Bank
Suraj SethSuraj Seth
Assistant Manager – Direct Tax at CBV & Associates LLPAssistant Manager – Direct Tax at CBV & Associates LLP