Priyanshu Maini
Bazpur
Summary
Dynamic Senior Relationship Officer with a proven track record at Capri Global Pvt Ltd, adept at cultivating strategic partnerships and driving client acquisition. Expertise in portfolio management has led to enhanced customer satisfaction and significant business growth. Renowned for CRM proficiency and effective communication, consistently surpassing objectives through analytical problem-solving and collaborative teamwork. Career goals include leveraging relationship management skills to further elevate client engagement and organizational success.
Overview
1
1
year of professional experience
Work History
Senior Relationship Officer
capri global Pvt Ltd
Gadarpur, Udham Singh Nagar
09.2024 - Current
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Worked effectively in team environments to make the workplace more productive.
- Completed day-to-day duties accurately and efficiently.
- Identified needs of customers promptly and efficiently.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted with customer requests and answered questions to improve satisfaction.
- Participated in team meetings to discuss marketing strategies for increasing sales numbers.
Junior Manager Strategic Alliance and Partnership
NDX P2P Pvt Limited
Mumbai
02.2024 - 08.2024
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Supported sales team members to drive growth and development.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Performed sales consultations and educated clients on products and services.
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
- Negotiated contracts with clients to ensure maximum profitability.
- Maintained customer records to document communications and sales activity.
- Maintained accurate records of all sales leads, opportunities and client interactions in CRM system.
- Developed and maintained relationships with clients through regular communications, meetings and follow-up phone calls.
- Generated reports using data analysis tools such as Excel spreadsheets or Salesforce software.
Intern
Aditya Birla Housing Finance
Mumbai
10.2023 - 01.2024
- Identified needs of customers promptly and efficiently.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Assisted with event planning, support and execution of virtual and in-person engagements.
- Prepared reports summarizing project progress and results for management review.
- Implemented strategies to take advantage of new opportunities.
- Maintained accurate records of all activities performed throughout internship period.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Worked effectively in team environments to make the workplace more productive.
Education
B.VOC [ ACCOUNTING AND FINANCE] - Accounting And Finance
Graphic Era Hill University
Dehradun07-2024
Skills
- Portfolio management
- Loans
- Service support
- Wealth management portfolios
- Effective customer communication
- New business generation
- Relationship building and management
- Fluent in English
- Client acquisition
- Business development
- Strategic planning
- Equity and fixed income markets
- Client relationships
- Financial advising
- Analytical problem solving
- CRM proficiency
- Customer relationship management
- Relationship building
Timeline
Senior Relationship Officer
capri global Pvt Ltd
09.2024 - Current
Junior Manager Strategic Alliance and Partnership
NDX P2P Pvt Limited
02.2024 - 08.2024
Intern
Aditya Birla Housing Finance
10.2023 - 01.2024
B.VOC [ ACCOUNTING AND FINANCE] - Accounting And Finance
Graphic Era Hill University
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