Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic
Ruksar Ansari

Ruksar Ansari

Jaipur

Summary

Dynamic Operations & Client Success Leader with 8+ years of experience in driving business strategies, streamlining processes, and ensuring seamless client experiences. Skilled in planning and executing operations with precision, fostering strong client relationships, and delivering measurable business results. Adept at managing diverse portfolios, solving problems proactively, and leading teams to achieve operational excellence. Recognized for strong organizational, time management that enhance efficiency and client satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Executive Client Relationship Manager

Align Finmart Pvt. Ltd
Jaipur
09.2024 - Current
  • Strengthened business growth through efficient client onboarding, and operational support.
  • Orchestrated daily operations by aligning leadership strategies with execution teams, ensuring timely delivery, compliance, and optimized workflows.
  • Elevated client satisfaction through transparent communication, structured query-resolution systems, and nurturing long-term relationships.
  • Delivered holistic financial advisory by jointly offering insurance and wealth products, ensuring clients received the right mix of protection and investment solutions.
  • Risk-hedging strategies while introducing the fundamentals of succession planning for long-term security.
  • Venture Under Atelier Insurance Broking Pvt. Ltd.
  • Implemented process improvements to enhance operational efficiency in service delivery.

Operations & Client Relationship Lead

Core Financial Services
Jaipur
07.2017 - 09.2024
  • Spearheaded the execution of business strategies, ensuring flawless client onboarding, smooth transaction processing, and end-to-end service delivery.
  • Managed a diverse portfolio of 2,000+ clients (HNIs, corporates, NRIs, partnerships) while consistently exceeding service benchmarks.
  • Orchestrated daily operations by bridging leadership strategies with execution teams for timely and accurate delivery.
  • Elevated client satisfaction by leading a dedicated support desk and implementing structured query-resolution systems.
  • Supervised sub-broker operations, streamlined workflows, and enforced compliance to optimize business efficiency.
  • Trained and mentored teams, fostering a culture of accountability, collaboration, and high performance.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.

Office Executive & Customer Support

Avani Shop
Jaipur
06.2016 - 07.2017
  • Delivered exceptional customer support by handling inquiries, processing transactions, and resolving service issues.
  • Maintained precise back-office records, ensuring operational continuity.
  • Boosted revenue growth by converting leads into sales and ensuring smooth client experiences.

Education

Distance MBA -

NMIMS
Mumbai

B.Com -

Maharshi Dayanand University
Ajmer

Skills

  • Client onboarding and lifecycle management
  • Operations and process excellence
  • Team leadership and mentorship
  • Digital marketing execution
  • Financial and transaction oversight
  • Customer success and query resolution
  • Investwell
  • IFA Now
  • Red Vision
  • OFA

Additional Information

Passionate about operational excellence, client engagement, and execution-driven results., Recognized for converting strategic plans into measurable business success., Open to opportunities in Operations Management, Client Success, and Business Execution.

Certification

  • Mutual Fund Certification (Series-V-A) | NISM
  • Certified Financial Planner (Pursuing) | FPSB

Timeline

Executive Client Relationship Manager

Align Finmart Pvt. Ltd
09.2024 - Current

Operations & Client Relationship Lead

Core Financial Services
07.2017 - 09.2024

Office Executive & Customer Support

Avani Shop
06.2016 - 07.2017

Distance MBA -

NMIMS

B.Com -

Maharshi Dayanand University

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Ruksar Ansari