Sabiha Fatima
Mumbai
Summary
Motivated and service-oriented professional seeking to build a career in customer service. Experienced in client handling, onboarding, and relationship management across diverse sectors, with a strong focus on delivering quality service and contributing to organizational growth.
Overview
12
12
years of professional experience
Work History
Senior Relationship Manager
Muthoot Fincorp Ltd.
02.2024 - 10.2024
- Built and maintained strong relationships with retail customers, enhancing satisfaction and loyalty.
- Provided tailored financial advice on products including Mutual Funds, Gold Loans, FDs, NCDs, and foreign money transfers.
- Acted as primary contact for customer queries, ensuring prompt and effective resolution.
- Identified cross-selling and upselling opportunities, consistently exceeding sales targets.
- Coordinated brokerage calculations and payouts using Excel; generated performance reports for strategic insights.
- Collaborated with internal teams to ensure seamless service delivery and stayed informed on industry trends.
Clients Onboarding and Operations Manager
Marcellus Investment Managers Pvt. Ltd.
05.2020 - 02.2024
- Managed both Direct and Distribution Channels, overseeing onboarding for Resident, NRI, and Non-Individual clients.
- Handled a portfolio of HNI/UHNI clients with assets exceeding $10M, ensuring seamless account opening and documentation.
- Built long-term client relationships by delivering tailored financial solutions across PMS, AIF, and other investment products.
- Collaborated with partners like Motilal Oswal, ASK, JM Finance, and IDFC Bank; coordinated CVL/KYC and compliance processes.
- Utilized Salesforce and Wealth Connect to maintain client data, generate MIS reports, and process transactions.
- Led process improvement initiatives, developed SOPs, and trained new team members.
- Worked closely with AMCs and internal teams to monitor investments and resolve issues promptly.
Client Relations Officer-Sales & Operation
Principal Asset Management Pvt. Ltd. (On payroll of Randstad India)
02.2017 - 04.2020
- Handled inbound queries from IFAs, RMs, and investors across phone, email, and WhatsApp, ensuring timely and accurate support.
- Managed front desk operations, in-person client servicing, and distributor interactions.
- Processed KYC, FATCA, transmission cases, and other non-commercial transactions, coordinating with RTAs for smooth onboarding.
- Facilitated transaction processing and fund confirmations via digital and physical channels.
- Supported regional business development initiatives and distributor empanelment.
- Maintained MIS for performance tracking and supervised office logistics through a team of assistants.
- Collaborated with internal teams to ensure issue resolution within defined TATs.
- Specialized in Mutual Fund operations and client service excellence.
Customer Service Representative
Vantage BPO services ltd.
Mumbai
12.2014 - 12.2016
- Generated B2B leads through outbound calls for products including Avaya, Cisco, Woxsen School of Business, Mohit Rao Mind Reader, and American Express Card.
- Engaged decision-makers with proactive outreach and follow-ups, scheduling appointments with Relationship Managers for demos and presentations.
- Delivered tailored product guidance and exceptional customer support, ensuring high client satisfaction.
- Coordinated NRI trading account setups, managing documentation and compliance for international clients across various regions.
- Collaborated with internal teams to support product promotions, enhance market reach, and drive revenue growth.
Assistant Manager
Gateway Abroad PVT. Ltd (Overseas educational services)
Kolkata
01.2014 - 10.2014
- Guided students on overseas education options, assisting with university selection, application, and visa documentation.
- Maintained regular follow-ups to support students through the admission process and ensure smooth onboarding.
- Led a team of 4, overseeing daily operations, delegating tasks, and improving workflow efficiency.
- Generated leads through outreach and marketing initiatives, contributing to client acquisition and business growth.
- Coordinated with partner universities and internal teams to streamline processes and enhance the student experience.
- Managed student records, monitored team performance, and handled administrative tasks to ensure operational excellence.
Customer Service Representative
Incognix Services Pvt Ltd (International BPO)
Kolkata
01.2013 - 12.2013
- Handled outbound and inbound calls to promote services and address customer queries.
- Generated new business through effective communication and sales techniques.
- Delivered customer service and support, ensuring client satisfaction and retention.
Education
Graduation in Arts -
Kanpur University
01.2014
H.S.C -
UP State Board
01.2009
S.S.C -
UP State Board
01.2007
Skills
- Strong communication, reasoning, and analytical skills
- Confident, proactive, and quick learner with a positive attitude
- Effective both independently and in team environments
- Tech-savvy with good computer knowledge, internet proficiency, and fast typing speed
Languages
- English
- Hindi
- Urdu
Disclaimer
I hereby declare that all the above-given information is true to the best of my knowledge.
Personal Information
- Date of Birth: 01/01/93
- Gender: Female
- Nationality: Indian
- Marital Status: Married
- Religion: Muslim
Timeline
Senior Relationship Manager
Muthoot Fincorp Ltd.
02.2024 - 10.2024
Clients Onboarding and Operations Manager
Marcellus Investment Managers Pvt. Ltd.
05.2020 - 02.2024
Client Relations Officer-Sales & Operation
Principal Asset Management Pvt. Ltd. (On payroll of Randstad India)
02.2017 - 04.2020
Customer Service Representative
Vantage BPO services ltd.
12.2014 - 12.2016
Assistant Manager
Gateway Abroad PVT. Ltd (Overseas educational services)
01.2014 - 10.2014
Customer Service Representative
Incognix Services Pvt Ltd (International BPO)
01.2013 - 12.2013
Graduation in Arts -
Kanpur University
H.S.C -
UP State Board
S.S.C -
UP State Board
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