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
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