Simran Gupta
Jamshedpur
Summary
Dynamic professional with a proven track record at HDFC AMC, enhancing client relationships and spearheading financial projects. Excelled in leadership and Microsoft Office, significantly improving client retention through strategic communication and cross-functional coordination. Demonstrates a robust financial acumen and a commitment to excellence in client service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Services Officer
HDFC AMC
JAMSHEDPUR
06.2022 - 07.2023
- Provided customer service to clients by responding to inquiries and resolving complaints.
- Assisted in developing client relationships by responding promptly to emails, phone calls and other forms of communication.
- Collaborated with marketing teams in order to create content relevant to target audiences.
- Processed payments from customers within agreed terms and conditions.
- Maintained strong rapport with existing clients and interacted with potential clients.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Supported sales team members to drive growth and development.
- Updated databases in Talisma CRM with new and modified customer data.
MONEY SOLUTIONS
Jamshedpur
07.2021 - 08.2021
- Worked and collaborated with team members to efficiently complete projects and tasks
- Analyzed data to help with different projects across the organization
TUTEDUDE
06.2021 - 07.2021
- Delivered clerical support by handling range of routine and special requirements
- Answered incoming telephone calls, took down messages and provided information
- Reported back to instructor to receive day-to-day tasks and responsibilities
Education
M.B.A -
ARKA JAIN UNIVERSITY
01.2022
B.B.A -
JAMSHEDPUR WOMENS COLLAGE
01.2019
Class XII -
Motilal Nehru Public School
Jamshedpur01.2016
Class X -
KERALA PUBLIC SCHOOL
Jamshedpur01.2014
Skills
- Leadership
- Microsoft Office
- Communication
- Cross-functional coordination
- Financial acumen
- Client relationship building
- Refunds processing
- Client retention strategies
Certification
- NISM V A , NISM V C license
- INTERSHALATRAINING IN Financial Modeling and Valuation, INTERSHALA
- TALLY ERP 9.3, IN COCE
- Digital Marketing and Money-Making Course, ICRAYDESI
Accomplishments
- Achieved targets in HDFC AMC 5000000 IN HDFC DEFENCE FUND NFO
- Received employee of week award in HDFC AMC
- Winner in ARKA JAIN STOCK EXCHANGE, 07/01/21 - 10/31/21
- Participated in Global Entrepreneurship Summit, 12/01/19 - 03/31/20
- Participated in various quiz in organized in school and college, 12/01/20 - 02/28/21
Hobbies and Interests
- Reading novel
- Playing basketball
- Listening to music
Projects
Study on factors influencing Investment decision in banking sector, ARKA JAIN UNIVERSITY, 10/01/21, 12/31/21, To know the factors that influence consumer decision in investing in banking sector, To know preferential financial instrument between male and female investors for investment purpose, To know the source that influence in investment
Disclaimer
I do hereby declare that all the details mentioned above are accurate to the best of my familiarity and confidence.
Languages
- English
- Hindi
Social - Linkedin
linkedin.com/in/simrangupta270597
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
RemoteOn-SiteHybridImportant To Me
Career advancementWork-life balanceCompany CultureTeam Building / Company RetreatsStock Options / Equity / Profit SharingFlexible work hoursLanguages
English
Native language
Timeline
Client Services Officer
HDFC AMC
06.2022 - 07.2023
MONEY SOLUTIONS
07.2021 - 08.2021
TUTEDUDE
06.2021 - 07.2021
M.B.A -
ARKA JAIN UNIVERSITY
B.B.A -
JAMSHEDPUR WOMENS COLLAGE
Class XII -
Motilal Nehru Public School
Class X -
KERALA PUBLIC SCHOOL
Similar Profiles
Pratik PanchalPratik Panchal
Assistant Manager of Sales at HDFC AMCAssistant Manager of Sales at HDFC AMC
Rutuja SawantRutuja Sawant
Corporate Client Servicing at HDFC AMC LtdCorporate Client Servicing at HDFC AMC Ltd
Naga Lakshmanjani PilladaNaga Lakshmanjani Pillada
Management Trainee at HDFC AMC Ltd.,Management Trainee at HDFC AMC Ltd.,