Rupali Chaurasia
Mumbai Suburban
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager- Renewals
Equentis- Research and Ranking
Mumbai
01.2023 - Current
- Engaged potential clients to optimize lead conversions.
- Analyzed sales products to align with the client's investing goals.
- Proactively followed up on leads assigned by the sales head.
- Analyzing customer feedback and data to identify trends, areas for improvement, and at-risk customers.
- Developing strong relationships with customers to foster loyalty, and encourage continued patronage.
- Working with other teams (sales, marketing, customer service) to improve the overall customer experience.
- Providing regular reports on retention metrics and insights for future initiatives.
Intern
Margin sentiment advisorys private ltd.
06.2025 - 12.2025
- Recognize the basis of stocks, Examine the risks and rewards in Stock market.
- Interacting with clients to create awareness, educate and advise individuals on investments decisions.
Relationship Executive
Muthoottu mini financiers ltd
05.2019 - 04.2022
- Managed branch-level activities and provided assistance to walk-in clients.
- Processed loans within stipulated Turnaround Time (TAT) to ensure customer satisfaction.
- Coordinated with banks and prepared Bank Reconciliation Statements (BRS).
- Conducted tele-calling to follow up on interest collection and cross-sell other products, resulting in a 20% increase in customer engagement.
- Ensured safe custody of gold ornaments, appraised and valued gold items with 100% accuracy.
- Addressed customer queries regarding loan processes and valuations, maintaining a high customer satisfaction rate of 95%.
- Proactively pursued defaulters, resulting in a 15% increase in NPA recovery on a monthly basis.
- Managed cash counter operations and all cash-related transactions within the branch, ensuring zero discrepancies.
Education
M.Com - Commerce
Mumbai University
Mumbai01.2020
B.Com - Commerce
University of Mumbai
Mumbai01.2018
Skills
- Client Acquisition
- Client Servicing
- Wealth Management
- Advisory Services
- Communication Skills
- Retention Management
- Time Management
- Analytical and critical thinking
Certification
- NISM Series X-A: Investment Adviser (Level 1) Certification, 05/26
- NISM Series-X-B: Investment Adviser (Level 2) Certification Examination, 10/26
Languages
- English
- Hindi
Accomplishments
- Best performer award in Equentis- Research and Ranking for quarterly performance
Timeline
Intern
Margin sentiment advisorys private ltd.
06.2025 - 12.2025
Manager- Renewals
Equentis- Research and Ranking
01.2023 - Current
Relationship Executive
Muthoottu mini financiers ltd
05.2019 - 04.2022
M.Com - Commerce
Mumbai University
B.Com - Commerce
University of Mumbai
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