Responded to customer requests for products, services, and company information.
Enhanced customer satisfaction by promptly addressing and resolving inquiries and concerns.
Maintained comprehensive knowledge of product offerings to ensure accurate information was provided to customers during troubleshooting efforts.
Developed strong relationships with clients through consistent follow-ups on outstanding issues, ensuring timely resolutions and ongoing communication updates.
Served as a reliable point of contact for internal departments, sharing expertise on product features, functionalities, and customer support best practices.
Managed multiple tasks simultaneously while maintaining composure during high-volume periods or challenging calls.
Utilized advanced problem-solving skills to identify root causes of recurring issues, implementing targeted solutions that led to improved customer experiences.
Answered customer telephone calls promptly to avoid on-hold wait times.
Executive - Executive Online Advisor
HDFC Securities
08.2018 - 04.2019
Partner with the client relationship team to build and maintain client relationships with ultra-high net-worth offshore private clients
Researches, gathers and compiles data and information
Providing strategic advice across a variety of financial products and services
Building long-term investment plan
Providing knowledge of various investment idea like SIP, ETF, BOND, INSURANCE, ELSS etc
Executive in Online Business
Motilal Oswal Securities Ltd
12.2017 - 06.2018
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Building and maintaining your client base
Answering client questions about financial plans and strategies and giving financial advice
Providing knowledge of stock, currency etc
Train client to do online trading
Assessing and identifying new opportunities for growth in current and prospective markets
Establishing the company's goals and objectives
Generating Revenue as per the company goals
Cross-selling third party products.
Education
BMS - Finance
Mumbai University
01.2010 - 01.2013
Master's - Commerce (Finance)
Mumbai University
01.2015 - 01.2017
Skills
Financial Decision-Making
Wealth Management
Customer Service Skills For Finding Customer Needs
Analytical Thinking
Active Listening Skills
Certification
NISM 8
Accomplishments
Won Fashion Show
Inter College Fashion Show
Single Handedly handled business and managed everything very effectively.
Personal Information
Consent
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