SANJANA KURADE
Mumbai
Summary
Hardworking Relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience. Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
IndiaBonds
Mumbai
03.2024 - Current
- Established strong relationships with HNI clients through regular, personalized communication.
- Updating about new bonds and NCDs' offers on the website with accurate details and the credit rating of that bond or debenture.
- Educating clients about bonds, debentures, and other fixed-income products.
- Assisting them in placing an order from the website, as well as completing KYC by following SEBI compliance.
- Keep track of debt market updates, RBI rate cuts, and other companies' latest news.
- Placing an order on behalf of a client during market hours, and reporting the same to the exchange.
Customer Service Executive
SITEL INDIA PVT LTD
Mumbai
07.2021 - 12.2024
- I worked for AXIS MUTUAL FUND as a customer care executive to provide the best service.
- Monitored customer satisfaction levels through surveys and feedback forms.
- I also worked in the B2B VRM process with the best of my knowledge about mutual fund products.
- Insured to maintain a high quality of call, with the best customer satisfaction.
- Also, to educate customers about mutual fund products and the process of KYC.
Assistant Manager
HDFC BANK
Mumbai
01.2023 - 03.2024
- Developed and maintained strong relationships with Imperia Segment customers to ensure satisfaction and loyalty.
- Identified opportunities for cross-selling and upselling banking products like CASA, credit cards, and loans to meet clients' objectives.
- Assessed client risk profiles and recommended appropriate life insurance and health insurance plans.
- To achieve the quarterly target assigned by the team leader, with multiple products.
- To maintain a good quality level of regular calls, and to focus on maximum appreciation and customer satisfaction reviews from customers.
Education
Bachelor's of Commerce in Accounts And Finance. - Finance
Clara's College of COMMERCE
Mumbai06-2020
Skills
- Investment advice
- Multitasking
- Interpersonal communication
- Client servicing
- Selling techniques
- Investment strategies
- Financial planning
- Tax planning
Accomplishments
- Awarded By SITEL INDIA PVT LTD as SITEL STAR for providing best customer service and to maintain good quality of calls.
- Awarded by SITEL INDIA PVT LTD for BEST QUALITY AWARD to maintain good quality of calls and following compliance rules over a calls.
- Awarded by HDFC BANK for taking Highest appreciations from Imperia Portfolio clients.
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Certification
- IRDA
- NISM VA
Timeline
Relationship Manager
IndiaBonds
03.2024 - Current
Assistant Manager
HDFC BANK
01.2023 - 03.2024
Customer Service Executive
SITEL INDIA PVT LTD
07.2021 - 12.2024
Bachelor's of Commerce in Accounts And Finance. - Finance
Clara's College of COMMERCE
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