Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Personal Information
Consent
Timeline
Generic
Prince Singh

Prince Singh

Mira Road

Summary

"See your life as a giant adventure. Keep pushing the envelope, and remember that every dream starts small."

Overview

8
8
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
3
3
Languages

Work History

Relationship Manager - Assistant Manager

HDFC Securities
12.2024 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
  • Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf.
  • Promoting financial products by cross selling (MF, Insurance, SIP, PMs etc.)

Customer Support Associate

Tech Mahindra, on Process of Kotak Securities
03.2024 - 10.2024
  • 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

I consent to the processing of my personal data for the purpose of recruitment for the position to which I am applying.

Timeline

Relationship Manager - Assistant Manager

HDFC Securities
12.2024 - Current

Customer Support Associate

Tech Mahindra, on Process of Kotak Securities
03.2024 - 10.2024

Executive - Executive Online Advisor

HDFC Securities
08.2018 - 04.2019

Executive in Online Business

Motilal Oswal Securities Ltd
12.2017 - 06.2018

Master's - Commerce (Finance)

Mumbai University
01.2015 - 01.2017

BMS - Finance

Mumbai University
01.2010 - 01.2013
Prince Singh