Rahul N
Bangalore,KA
Summary
Management professional with knack for strategic planning and operational excellence bringing wealth of experience in team leadership and optimizing processes. Known for fostering collaborative environments and driving results seamlessly adapt to changing requirements and ensure consistent performance. My communication and conflict resolution skills are assets valued by employers.
Overview
6
6
years of professional experience
5
5
Language
Work History
Associate Manager
Scripbox Wealth Managers Pvt Ltd
05.2023 - Current
- Initiated process improvements based on thorough analysis of internal operations data resulting in enhanced productivity levels.
- Managed cross-functional projects, ensuring timely completion and alignment with company objectives.
- Led team meetings regularly to discuss progress updates, identify challenges or roadblocks, and provide guidance towards successful project completion.
- Collaborated closely with senior management on strategic planning efforts, aligning departmental goals with overarching company objectives.
- Successfully managed multiple high-priority tasks simultaneously while maintaining strict deadlines ensuring optimal resource allocation.
- Proactively identified areas for improvement, implementing solutions that led to significant cost savings.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Managed escalated customer issues effectively, ensuring resolution while maintaining a professional demeanor at all times.
- Assisted in training new hires on email management systems and protocols, contributing to the growth of a skilled team of specialists.
- Improved customer satisfaction by promptly addressing and resolving email, chat and call inquiries.
Senior Process Associate
Borderless Investments Inc
09.2020 - 02.2023
- Develops Healthy Customer Relationship & Working in a fast-paced environment.
- Evaluates and Analyzes Customer Needs & Builds Trust and Transparency with Clients
- Encourages Customers to Upgrade their Products & Promotes Customer Loyalty & Provide Technical and Product Support.
- Listened to client feedback to identify different market trends and help product management develop road maps that lead to success.
- Execute a comprehensive engagement and communications strategy that proactively maintains high customer satisfaction.
- Perform periodic customer success reviews that confirm satisfaction, resolve issues with the help of the Technical Support team, and expand Smartsheet use throughout the account.
- Coordinated expedited with the concerns in regards to technical issues and fundamental in terms of KYC, Fund’s credit and withdrawal Etc.
- Maintaining Query database for each Investors and new leads through Query management system.
- Analyzing the aged queries and resolving them.
- Attended customer calls and worked on emails and chats to resolve issues
ADM
Trade bulls Securities Pvt Ltd
10.2019 - 09.2020
- Conduct research to identify new markets and customer needs & provide trustworthy feedback and after-sales support.
- Develop performance goals and objectives to achieve customer demand and ensure accuracy and quality & evaluate performance using key metrics and address issues to improve it.
- Deals with problems by providing creative and practical solutions & optimizing and overseeing operations to ensure efficiency Maintain data integrity of all revenue, attrition and retention management activities.
- Working with various departments across the organization to advocate for the customer and work together to resolve any issues.
- Conduct Customer calls with other internal depts. in an effort to work through obstacles and resolve issues real-time.
- Working with customers to resolve any issues which may be preventing them from maintaining a relationship with SolarWinds.
- Develop effective retention strategies and content that proves Athena value and return on investment.
- Lead the development and execution of customer engagement initiatives across all channels.
- Maintain over 140 customer accounts and manage a rotating portfolio of new clients to ensure a successful implementation
- Manage a portfolio of high revenue, long term clients to ensure success of marketing automation platform Build strong client relationships to nurture long term growth and confidence in product.
- Onboard clients, developed account relationships and managed support services.
Sales BMD & Customer Support (Team Lead)
ATS Share Brokers Pvt Ltd
07.2012 - 04.2019
- Responsible the operating business process to create client deliverables and working in close with a team and other Managers.
- Created and nurtured productive relationship with clients by interacting to resolve any issues with process inputs.
- Team management motivates team members to achieving goals.
- In-bound and out-bound customer engagement with live chat, social media.
- Work strategically - carrying out necessary planning in order to implement operational changes
- Understand client motivations/expectations to validate a potential fit.
- Training and development with planning, monitoring, and optimize the goals to meet targets.
- Product meetings and provide valuable, timely, and effective feedback.
- Providing solutions to different problems faced by customers by using different internal tools and co-coordinating with Team, Business customer service with an innate sense empathy for customer.
- Multi-functional, Client Account management, customer service, Client handling, Report Generation and business development role driving sales & operations of the other financial products serving overall HNI Clients.
- Think strategically - seeing the bigger picture and setting aims and objectives in order to develop and improve the business
- Persuading clients about business, service benefits, and how we work.
- Manage administrative details on new client documentation & KYC processing.
- Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
- Coordinate with product and research team for taking investment decision for the clients.
Education
Bachelor of Commerce -
Bangalore University
Bangalore01.2012
Skills
Adaptability in problem-solving
Adaptability to varying work hours
Value communication for athena and SIT
Effective communicator in diverse settings
Ability to quickly adapt to new business concepts
Positive mindset with analytical proficiency
Proficient in Microsoft Office and advanced Excel tools
Leadership and training expertise with strategic planning
Customer relations & Customer service and satisfaction
Timeline
Associate Manager
Scripbox Wealth Managers Pvt Ltd
05.2023 - Current
Senior Process Associate
Borderless Investments Inc
09.2020 - 02.2023
ADM
Trade bulls Securities Pvt Ltd
10.2019 - 09.2020
Sales BMD & Customer Support (Team Lead)
ATS Share Brokers Pvt Ltd
07.2012 - 04.2019
Bachelor of Commerce -
Bangalore University
DECLARATION
I hereby declare that all the above information is true to the best of my knowledge and belief.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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ADDITIONAL INFORMATION
Have flair knowledge about the Indian and USA stock market and financial industry both fundamentally and technically.
Languages
English
Bilingual or Proficient (C2)
kannada
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)
Tamil
Upper intermediate (B2)
Telugu
Upper intermediate (B2)
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins