Ravi Yadav

Managed remittance processes for customer inward and outward transactions. Transition monitoring and checking for AML, managing end-to-end portfolio operations for clients based in Canada and the USA, ensuring timely and accurate service delivery across time zones.

• Identified customer needs and developed tailored solutions to address requirements.
• Established strong client relationships through consistent, personalized communication.
• Delivered ongoing support during sales cycles by promptly addressing inquiries and resolving issues.

• Company Overview: Angel One Limited, formerly known as Angel Broking Limited
• Prepare Report for Management
• Implement and maintain sales tracking and monitoring systems.
• IT related concern pass to IT team
• Work on MS excel and power point presentation
• Oversee the processes involved in closing business transactions with customers.
• Angel One Limited, formerly known as Angel Broking Limited

• Company Overview: Offers banking products and financial services for corporate and retail customers in the areas of personal finance, banking, life insurance, and wealth management.
• Assist sales manager with developing sales plans and action plans; develop new business leads; prepare and service customer accounts
• Implement and maintain sales tracking and monitoring systems.
• Oversee the processes involved in closing business transactions with customers.
• Offers banking products and financial services for corporate and retail customers in the areas of personal finance, banking, life insurance, and wealth management.