PRIYANKA DHAWAN
Summary
Dedicated Customer Service professional with over 5 years of experience and knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
6
6
years of professional experience
Work History
Senior Manager
LGT Wealth India Pvt Ltd.(earlier Validus Wealth)
11.2019 - Current
- Current responsibility is designated as Senior Manager (Jan 2022) , which includes managing portfolio of HNI/Ultra HNI clients and maintaining proficient service levels.
- Previous responsibility was designated as Manager (2 years) .
- Delivering exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Coordinating responses and resources to handle and execute all transactions.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Posses excellent interpersonal skills with problem solving and analytical abilities with flexibility to adapt new application software and platforms.
- Complete knowledge of financial products like mutual funds, PMS, AIF, bonds, insurance, NPS, Private Equity, etc.
- Well verse with NSE MF, BSE Star MF, CAMS, Karvy and online portals.
- Accountable for activities like opening accounts, setting up account instructions, creating, customizing, and running reports, processing client specific requests, transactions, and distributions.
- Responsible for administrative duties like maintaining various MIS and reports.
- Coordination with sales staff, channel partners and investors to rectify rejections.
Wealth Manager
ICICI Securities Ltd.
09.2017 - 11.2019
- Worked as Associate Wealth Manager for 1.5 years and got promoted as a Wealth Manager.
- Acquiring and managing HNI/Ultra HNI clients.
- Cross selling investment products and services to both new as well as existing customers based on their risk-return profile and time horizon.
- Driving sales by providing solutions to customer's financial needs through investment advisory.
- Developing new relations through references, client events and other sources.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieving sales targets and exceeding goals through work ethics.
Education
MBA - Finance And Marketing
Amity University
Noida08.2017
Bcom - Finance
Panjab University
Chandigarh05.2015
Skills
- Sales Support
- Business Development
- Operational Efficiency
- Customer Relationship Management
- Social Skills
- Ability to Learn Quickly
Additional Information
- Organized various client events in last 2 years with Industry specialists as the speakers.
- Managed marketing event named "BIZBASH" during college days.
- Attended workshops and seminars on capital market and Investment Regulations.
- Internship of 3 months in 2016 at Maruti Suzuki and worked on Oracle Software.
- Awarded Rank 2 for raising highest business in wealth category(PMS,Bonds) at ICICI Securities.
- Qualified various life insurance contests at ICICI Securities.
Timeline
Senior Manager
LGT Wealth India Pvt Ltd.(earlier Validus Wealth)
11.2019 - Current
Wealth Manager
ICICI Securities Ltd.
09.2017 - 11.2019
MBA - Finance And Marketing
Amity University
Bcom - Finance
Panjab University
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