Guitar
Shakayeena Tijore
Senior Executive
Mumbai
Summary
Utilize my knowledge, which I have learned. Also to obtain a career with an organization which has a strong background that provides good opportunity for enhancement of professional and personal status
Overview
3
3
years of professional experience
5
5
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Senior Executive
Groww
mumbai
09.2021 - Current
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Provided company information and policies to customers upon inquiry and answered questions via phone and email.
- Resolved customer billing errors by researching issues in system, asking open-ended questions, and determining root causes of problems.
- Provided primary customer support to internal and external customers.
- Responded to customer requests for products, services, and company information.
- Made reasonable procedure exceptions to accommodate unusual customer requests.
- Asked open-ended questions and researched issues in system to resolve various customer billing errors.
- Assessed customer service trends and evaluated complaints to determine areas in need of enhancement.
- Handled customer inquiries and suggestions courteously and professionally.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Escalated critical customer issues to supervisor immediately to avoid lost revenue and canceled policies.
- Handling ops dashboard and freshdesk software for quick assistance towards customer queries
RM-Executive
Motilal oswal
mumbai
08.2020 - 08.2021
- Managing portfolio of HNI investors and review it every quarter
- Formulate outbound and inbound business plan to acquire new Clients for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk
- To research,investigate and update on available investment opportunities/financial market trend to determine whether they fit into client portfolios
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the client
- To conduct and assist in organizing seminars and other business development activities
- Performing requirements analysis and ensuring solutions meet the business needs and requirement
- Assists in the execution and monitoring of risk in the portfolio and diversifying it form loss
- Experience:, Obtain invaluable training and experience in the insurance sector through the industry internship programme
- Learning about BFSI Industry and opportunities in digital channel
- Learning through having guest lectures by the industry leader
Internship Student
shirram life insurance
mumbai
06.2020 - 07.2020
- Obtain invaluable training and experience in the
insurance sector through the industry internship
programme - Learning about BFSI Industry and opportunities
in digital channel - Learning through having guest lectures by the
industry leader
Education
MBA - Banking And Finance
AMITY UNIVERSITY
Panvel 08.2018 - 07.2020
Bachelor of Management Studies - Finance
SICES COLLEGE
Mumbai 06.2015 - 07.2018
Skills
Stock market understanding
Financial planning
Communication Written/Verbal
Project Management
Business Development
Strategic planning
Customer service
Certification
Certificate in advance analyst and business intelligence-(Singapore)
Interests
Keyboard
Hobbies
- swimming
- Driving
Timeline
Senior Executive
Groww
09.2021 - Current
RM-Executive
Motilal oswal
08.2020 - 08.2021
Internship Student
shirram life insurance
06.2020 - 07.2020
MBA - Banking And Finance
AMITY UNIVERSITY
08.2018 - 07.2020
Bachelor of Management Studies - Finance
SICES COLLEGE
06.2015 - 07.2018