RAVI MUCHHAL
Customer Service Operation And Business Development
Delhi
Summary
Assistant Manager with 5+ years of experience identifying efficiencies and problem areas within data streams while communicating needs for projects. Expertise in Client Relationship Management, Corporate Sales, Retail Sales, Investment Consulting, Escalation Resolution and Business Process Compliance. Committed to offering superior administrative and clerical support, while serving as a dedicated assistant to office staff.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
7
7
Certificates
Work History
Academic Counsellor (Sales Manager)
WhiteHat Education technologies PVT. LTD
Gurugram
12.2021 - 09.2022
- Established sales goals by forecasting annual sales quotas and projecting expected sales volume for existing and new products.
- Identified and maximized sales opportunities, and increased customer retention rates.
- Assistance provided as liaison between students, parents and academics in regard to growth and learning.
- Generating new clients and maintaining relations with existing clients for betterment of students as well as organization concerning sales target achievement and bringing revenue to company.
- Managed over 120 calls per day and hence increased sales target by 11% MoM.
Customer Service Officer (Assistant Manager)
Axis Bank Ltd
Delhi
01.2020 - 08.2020
- Worked to achieve high customer satisfaction rates by providing optimal customer service.
- Facilitate the account opening & boarding process.
- Managing Banking Operations inclusive of implementing short/long term plans.
- Ensuring compliance with the rules and regulations of the bank including the latest circulars & notifications.
Assistant Manager
SPA Capital Services Ltd
Delhi
02.2018 - 09.2019
- Providing financial planning for HNI individuals.
- Acquisition of HNI/corporate clients through wealth advisory services like Mutual Fund, Bond, CP's etc.
- Profiling clients for risk appetite analysis & to do financial planning by constructing FINACIAL PLAN for individuals.
- Strengthening and enhancing customer relationship by periodic review of their investment portfolio and increasing Asset Under Management through various product baskets.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Reviewed sales and gross profit reports to determine options for increasing market growth.
CS&O Analyst
The Royal Bank of Scotland
Delhi
06.2015 - 09.2017
- Monitor daily operation to ensure free flow process and also supervise executive of daily tasks.
- Collaborate with team members and other departments to develop best practices for successful banking operations.
- Collected customer feedback and made process changes that reduces processing time and help in serving more customer in given time.
- Awarded Star Performer award for exceptional performance.
- Won appreciation for hard work from Client.
Education
MBA - Finance And Marketing
07.2013 - 07.2015
- Post Graduated with 71%.
BBA - Marketing
07.2009 - 06.2012
- Graduated with 66%.
Skills
Customer Service and Communication Skills
Expertise in Excel
Data Analysis
Leadership
Multitasking
Team Work
Business Development
Relationship Management
Hands on experience on Chatbots, Salesforce, Slack ,Backoffice ,Finacle
Certification
NISM V- A Certificate (Mutual Fund).
Accomplishments
- Attended various training workshops for sales development and skills enhancement.
- Attended various workshops organized by Kotak AMC, Reliance AMC, SBI AMC, ABSL AMC.
- Interactive sessions with AMFI Chairman and ABSL CEO A Balasubramanian and AMFI Director and CEO of Motilal Oswal AMC Mr. Ashish P Sommaiyaa.
Timeline
Academic Counsellor (Sales Manager) - WhiteHat Education technologies PVT. LTD
12.2021 - 09.2022
Customer Service Officer (Assistant Manager) - Axis Bank Ltd
01.2020 - 08.2020
Assistant Manager - SPA Capital Services Ltd
02.2018 - 09.2019
CS&O Analyst - The Royal Bank of Scotland
06.2015 - 09.2017
Doon Business School - MBA, Finance And Marketing
07.2013 - 07.2015
DAVV - BBA, Marketing
07.2009 - 06.2012