PRIYA DAS
Guwahati
Summary
Financial management professional with expertise in client counseling and asset evaluation. Proven ability to develop strategies that enhance revenue growth and meet client financial objectives. Strong work ethic and adaptability, excelling in independent tasks and rapid skill acquisition. Demonstrated skills in customer service, multitasking, and time management, ensuring positive client experiences.
Overview
9
9
years of professional experience
Work History
Wealth Relationship Manager
Nuvama Wealth and Investment Limited( Edelweiss Securities Limited)
Guwahati
05.2024 - Current
- Conducted detailed analysis of client portfolios to identify opportunities for improvement.
- Provided advice on investment strategies, portfolio management, estate planning, risk management, and asset allocation.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Built strong relationships with external partners such as banks, brokers, and mutual funds for efficient service delivery.
- Analyzed current market trends and suggested potential investments accordingly.
- Provided timely responses to customer queries regarding their financial matters via email or phone calls.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Sales Manager
LIC Mutual Fund
Guwahati
10.2023 - 05.2024
- Analyzed data to identify customer behavior trends and develop strategic plans.
- Managed daily sales department operations, supervising staff to ensure productivity.
- Developed and implemented sales strategies to increase market share.
- Created and presented monthly reports to management on sales performance.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Established relationships with key clients, while maintaining existing customer base.
- Resolved customer complaints regarding sales and service.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Managed daily operations of sales department, including supervision of staff members.
Bancassurance Channel Sales Officer
HDFC ergo General insurance company LTD
Guwahati
06.2019 - 01.2023
- Managed comprehensive business functions for Banca channel partner in Guwahati region.
Addressed and resolved client complaints and queries promptly to ensure satisfaction. - Implemented promotional campaigns to boost sales volume.
- Provided exceptional customer service throughout the entire sales process.
- Generated leads through networking, cold calls, and email campaigns.
- Maintained accurate records of all sales activities and results.
- Prepared weekly reports summarizing current sales performance metrics.
- Built and maintained strong, long-lasting customer relationships to ensure high levels of customer satisfaction.
- Resolved customer complaints regarding sales and service.
Customer Service Officer
MAX LIFE INSURANCE COMPANY LTD
Guwahati
06.2018 - 05.2019
- Managed resolution of customer complaints and inquiries, facilitating cross-selling opportunities.
- Resolved customer issues in an efficient and timely manner.
- Handled escalated customer complaints and disputes in a professional manner.
- Answered phone with positive attitude and asked questions to better understand customer needs.
- Delivered fast, friendly, and knowledgeable service for routine questions and service complaints.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Strengthened customer retention by offering discount options.
Financial Consultant
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
Guwahati
11.2016 - 05.2018
- Evaluated client financial statuses to determine optimal investment strategies.
Analyzed and refined investment plans for improved returns.
Sourced capital expansion options while assessing risk-reward profiles.
Identified opportunities within market trends for proactive investment management. - Reviewed existing portfolios to assess performance against established benchmarks and recommended appropriate changes when necessary.
- Met with clients to facilitate budget management and financial guidance.
Education
Graduate - Finance And Marketing
Commerce
12.2016
Post Graduate diploma - PGDCA
Computer Application
12.2016
Skills
- Client management
- Financial analysis
- Market trend analysis
- Client relationship management
- Problem solving
- Communication skills
- Microsoft Office Suite
- Excel and Word proficiency
- PowerPoint presentations
- Tally software
Disclaimer
I hereby declare that the information and statements mentioned above are true and complete to the best of my knowledge.
Languages
- Hindi
- Bengali
- English
- Assamese
Personal Information
- Father's Name: Pratap Das
- Date of Birth: 10/08/94
- Gender: Female
- Nationality: Indian
- Marital Status: Single
- Religion: Hinduism
Timeline
Wealth Relationship Manager
Nuvama Wealth and Investment Limited( Edelweiss Securities Limited)
05.2024 - Current
Sales Manager
LIC Mutual Fund
10.2023 - 05.2024
Bancassurance Channel Sales Officer
HDFC ergo General insurance company LTD
06.2019 - 01.2023
Customer Service Officer
MAX LIFE INSURANCE COMPANY LTD
06.2018 - 05.2019
Financial Consultant
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
11.2016 - 05.2018
Graduate - Finance And Marketing
Commerce
Post Graduate diploma - PGDCA
Computer Application
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