RATNESH SARADE
Mumbai
Summary
Customer Relationship Executiveat State Bank of India Wealth Management
Excelling in customer retention strategies and problem-solving. Adept at analyzing market trends to drive investment decisions, I leverage strong communication skills to foster client relationships and achieve outstanding results. Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues. Communicative customer service professional motivated to maintain customer satisfaction and contribute to company success. History managing large amounts of inbound calls and sustaining satisfactory relationships with customers. Offers skill with CRM systems paired with outstanding active listening and multitasking abilities.
Overview
4
4
years of professional experience
Work History
Customer Relationship Executive
State Bank of India Wealth Management
Mumbai
07.2022 - Current
- Ensured that all incoming calls were answered promptly and professionally.
- Provided technical support to customers in resolving issues related to products or services.
- Identified opportunities for up-selling or cross-selling products or services.
- Coordinated with various departments such as marketing, sales, finance and operations for implementation of CRM initiatives.
- Responded promptly to all incoming calls, emails and online inquiries from customers.
- Developed and maintained relationships with customers to ensure their satisfaction.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Managed diverse investment portfolios to align with client objectives.
- Analyzed market trends to inform strategic investment decisions.
- Conducted regular portfolio reviews to assess asset allocation effectiveness.
- Managed relationships with tax authorities, bankers and auditors.
Offer Manager
Capgemini
Mumbai
08.2021 - 07.2022
- To verify checkpoints points before onboarding selected candidate
- Keep track, follow up and execute of all pre Offer documentation like Candidate Document Collection - Education, Last employment, Pay slips
- Complete All Pre Offer Reference Checks
- Ensure Offer generation and release through HRMS Execute end-to-end candidate Pre-Onboardingprocesses to ensure a positive experience
- Onboarding Invitation - Send invite to candidate for induction process- mentioned mandatory documents, reporting time, Point of contact , Reporting manager name and location details
- Handover Candidates - Send all the candidates documents, Appointment letter and bank account details to onboarding SPOC.
- Analyzed customer data to identify target segments and develop tailored offers.
- Organized and maintained documents, files and records.
- Worked with management team to improve workflows and eliminate unnecessary tasks.
Education
T.Y. BMS - Marketing
University of Mumbai
MUMBAI11.2019
HSC - Higher Secondary Certificate -
02.2016
SSC - Secondary School Certificate (SSC) -
03.2014
PGDM - Finance
Welingkar Institute of Management Development
MUMBAISkills
- Confident and hard working
- Sincere towards given assignment and ability to achieve the best
- Good communication and Interpersonal skills
- Complete given task in time
- Goal-Oriented
- Customer Retention Strategies
- Problem-solving aptitude
Additional Qualification
Successfully completed MSCIT in July 2016
Hobbies and Interests
- Playing Football
- Listening Songs
Disclaimer
I hereby declare that the details furnished above are true to the best of my knowledge and belief.
Languages
English
Beginner (A1)
A1
Timeline
Customer Relationship Executive
State Bank of India Wealth Management
07.2022 - Current
Offer Manager
Capgemini
08.2021 - 07.2022
T.Y. BMS - Marketing
University of Mumbai
HSC - Higher Secondary Certificate -
SSC - Secondary School Certificate (SSC) -
PGDM - Finance
Welingkar Institute of Management Development