Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Honors & Awards
Languages
Timeline

RASHI SRIVASTAVA

Basti

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Relationship Executive

SBI Card
01.2024 - 04.2024
  • Conducted field visits and met corporate customers for business development.
  • Increased client referrals by delivering outstanding service that consistently exceeded expectations.
  • Promoted a positive guest experience with courteous interactions and attentiveness to player needs during their time at the facility.

Financial Advisor

Max Life Insurance
07.2023 - 01.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

Sales Back Office

Exticel Broadband Private Limited
02.2022 - 10.2023
  • Prepared detailed sales analyses for management review, highlighting trends and areas for improvement in the sales process.
  • Assisted operations manager with planning of routine operations and special projects.
  • Assisted with facility scheduling and customer service.

Customer Relationship Manager

SKYNET
01.2021 - 01.2022
  • Managed customer relations on ongoing basis to maximize customer retention.
  • Analyzed customer feedback to improve products and services, resulting in increased overall satisfaction levels.

Intern

Union Bank of India
05.2019 - 07.2019

Education

Master of Business Administration -

Shir Ramswaroop Memorial College Of Engineering
10.2020

B.com -

Siddharth University
06.2018

Skills

  • Services Team
  • MS office
  • MS Excel
  • Sales and Marketing
  • Digital Marketing
  • Time Management
  • Financial Services
  • Customer Education and Consulting
  • Service support

Certification

  • SEBI Investor - National Institute of Securities Markets (NISM) JULY 2024
  • CCC (Course of Computer Concept) Training - September-2021

Additional Information

DATE OF BIRTH - 21/05/1998

FATHER's NAME - Satish Chandra Srivastava

MOTHER's NAME - Mamta Srivastava

NATIONALITY - Indian


Honors & Awards

MDT Active of the month July / September - Associated with Max Life Insurance Company 

Languages

Hindi
English

Timeline

Relationship Executive - SBI Card
01.2024 - 04.2024
Financial Advisor - Max Life Insurance
07.2023 - 01.2024
Sales Back Office - Exticel Broadband Private Limited
02.2022 - 10.2023
Customer Relationship Manager - SKYNET
01.2021 - 01.2022
Intern - Union Bank of India
05.2019 - 07.2019
Shir Ramswaroop Memorial College Of Engineering - Master of Business Administration,
Siddharth University - B.com,

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