Rupalee Jaiswal
Summary
Dynamic professional with extensive experience at Axis Bank, excelling in customer relations and investment strategy development. Proven ability to generate new business and enhance client satisfaction through strong communication and financial analysis skills. Achieved key performance targets while fostering strategic relationships and optimizing team productivity.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Manager-Affluent Business Relationship Manager NRI
Axis Bank
Noida
04.2021 - Current
- Responsible for Savings Account Acquisition for NRI Client's.
- Maintained positive, professional working environment to optimize staff and customer satisfaction.
- Supervised and delegated tasks to employees to meet key productivity targets.
- Evaluated market conditions and competitor actions to develop successful marketing strategies.
- Achieved management objectives, consistently hitting deadlines and performance targets
- Modified investment strategies based on market changes and fluctuations.
- Adhered to industry regulations and legislation, staying updated on potential changes.
- Calculated financial risk to inform investment decision-making.
- Reviewed and developed investment portfolios based on market changes to generate maximum revenue.
- Advised and implemented appropriate insurance cover for clients.
- Collaborated with clients to outline realistic financial goals and objectives.
Senior Executive- Retention Department
Convergys
Gurugram , Haryana
01.2018 - 04.2019
- Retaining the clients from Leaving the company
- Interact with the client and understand the investment requirement of clients related to comcast service and providing the appropriate solutions .
- Helping the clients in reducing there expense and offering them the best deal as per their need.
- Make them understand about the pros and the cons of various deals and helps them to select the various deals as per their requirement.
- Identified issues with production, workforce and material sourcing and implemented successful solutions.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Promptly responded to inquiries and requests from prospective customers.
- Implemented training and development Programmes for new employees to successfully exceed retention targets.
- Led and contributed to market and business development activities, identifying and pursuing new potential client services opportunities.
Executive-Operations
Aegis limited
Noida
06.2016 - 08.2017
- Formed and sustained strategic relationships with clients.
- Delivered high level of service to customers in effort to build upon future relationships.
- Conducted financial Analysis to manage risks and benefits.
- Increased efficiency, effectiveness and profitability by managing team productivity, costs and budgets.
- Managed and examined performance of executives to provide guidance for areas requiring improvement.
- Conducted financial analysis, researched business agreements and negotiated critical contracts.
- Implemented training and development programmes for new employees to successfully exceed retention targets.
Education
Master of Commerce - International Business Organization
Indira Gandhi National Open University
New Delhi, India 2019
Bachelor of Commerce - Accounting and Finance
Shaheed Bhagat Singh College -Delhi University
New Delhi 2015
12th - Commerce
St Paul's School
Gorakhpur, UP2012
10th - Commerce
St Paul's
Gorakhpur, UP2010
Skills
- Customer Oriented
- Strong Customer Relations
- High level of Accuracy
- Profound ability to Interact with new and Existing customers
- Sales lead acquisition
- Leverage and acquisition finance
- Ability to Generate new Business
- Solid Knowledge about investment products
- Communication
Certification
- Completed Common Proficiency Test (CPT) in 2012 conducted by The Institute of Chartered Accountant of India
- Completed Computer training Course in 2014 conducted by The Institute of Chartered Accountant of India.
- Completed Tally Financial Accounting Program Certification in 2020
- Completed certification in IRDA
- Complete Certification in NISM Series V A Mutual Fund
Accomplishments
- MDRT Qualifier
- Inner Circle Qualifier
Timeline
Manager-Affluent Business Relationship Manager NRI
Axis Bank
04.2021 - Current
Senior Executive- Retention Department
Convergys
01.2018 - 04.2019
Executive-Operations
Aegis limited
06.2016 - 08.2017
Master of Commerce - International Business Organization
Indira Gandhi National Open University
Bachelor of Commerce - Accounting and Finance
Shaheed Bhagat Singh College -Delhi University
12th - Commerce
St Paul's School
10th - Commerce
St Paul's
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