Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Timeline
GeneralManager
SUJIT KUMAR

SUJIT KUMAR

Financial Advisor
Gurgaon,HR

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

3
3
years of professional experience
6
6
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Senior Financial Advisor

Sqrrl Fintech
Gurgaon, Haryana
04.2019 - Current
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Cultivated and strengthened relationships with new clients and educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Communication to clients via Outbound & Inbound Calls, Chat, Email, Freshdesk and WhatsApp.
  • Maintained different dashboards for customer interactions, and increased customer transactions.
  • Work closely with Co-founders, Growth, Operations, and Product teams to improve customer experience.

Associate Service Consultant

PolicyBazaar.com
Gurgaon, HR
08.2018 - 04.2019
  • Met deadlines, achieved goals and worked under pressure in dynamic environment.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Trained staff on operating procedures and company services.
  • Maintain individual monthly Issuance Target as per the monthly Issuance matrix set by the Team Leader.

Education

Bachelor of Science - Mathematics

A. N. College
Patna
06.2014 - 07.2017

Intermediate - Science

Kendirya Vidyalaya
BSF, Hazaribag
06.2011 - 05.2013

Matriculation -

Kendriya Vidyalaya
BSF, Hazaribag
04.2010 - 05.2011

Skills

Mutual funds

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Accomplishments

SQRRL Fintech


  • Reduced the 1st response time and resolution time for clients queries.
  • Increased KYC verification by 45% for FY'19-20.
  • Maintained customer ratings on App Store/ Play Store above 4.0 on average.


PolicyBazaar.com


  • Awarded Start performer of the Month twice.
  • Maintained individual monthly Quality Score above 90%.


School & College


  • Won Volleyball (Boys-U-19) Regional meet (KVS Ranchi Region) and further played in the KVS National Level Inter KV Tournament 2012.
  • Won cluster and participated in Quiz Competition of Regional Level National Mathematics 2012.
  • Participated in KVS regional level Science Quiz Competition.

Certification

NISM-Series -V- A: Mutual Fund Distributors Certification Examination

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

NISM-Series -V- A: Mutual Fund Distributors Certification Examination

06-2019

Senior Financial Advisor

Sqrrl Fintech
04.2019 - Current

Associate Service Consultant

PolicyBazaar.com
08.2018 - 04.2019

Bachelor of Science - Mathematics

A. N. College
06.2014 - 07.2017

Intermediate - Science

Kendirya Vidyalaya
06.2011 - 05.2013

Matriculation -

Kendriya Vidyalaya
04.2010 - 05.2011

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