Sumeet J Jain
Bengaluru,Karnataka
Summary
With over 9 years of experience, a versatile leader who brings a fast-paced, energetic, and highly skilled approach to work. Navigating busy office environments with confidence and exceptional organization, excels as a collaborative team player, prioritizing effective communication and fostering strong relationships. Self-motivation and proven experience in strategic planning, sales, and customer relationship management consistently drive business growth. Proficient in Microsoft Office and CRM systems, dedicated to achieving success and delivering results as a sales expert.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Adecco India Pvt Ltd
02.2024 - 03.2025
- Responded to customer requests for products, services, and company information.
- Managed timely and effective replacement of damaged or missing products.
- Promptly responded to inquiries and requests from prospective customers.
- Extensive high-technology and telecommunications industry experience.
- Strong proficiency with voice data and ISP telecommunications
- Excellent grasp of business case and financial analysis, sales management, and time management
- Meet monthly sales quotas and activity levels on a consistent basis.
- Design and implement strategies to cross-sell and up-sell services to existing customer base.
- Prepare and compile sales proposal documents on a regular basis.
ASST TEAM LEAD
MASHREQ GLOBAL SERVICES PVT LTD
06.2021 - 12.2023
- Supervised staff in the business banking department under the excellent leadership of the Team Leader
- Ensured all remittances (online transfers, ATM/CCDM and KYC) related are timely processed to minimize escalations
- Ensured employees complied with the company name setting quality customer service standards
- Provided coverage to the employees who were taking time off
- Assistance and support to the project and business development team for new client acquisition and on boarding
- Ensuring timely follows by the Relationship managers to the respective clients
- Knowledge transfer to the escalation team along with Route Cause Analysis support
SALES WEALTH COUNSELLOR
EQUENTIS WEALTH ADVISORY PVT LTD
06.2020 - 04.2021
- Analyzed financial needs of clients and developed tailored strategies to meet goal
- Collaborated with HNI and UHNI clients to develop customized investment portfolio
- Updated clients on the changes on various tax laws and other regulation affecting the investments
- Advised comprehensive financial plans for the client to achieve short and long-term financial goals
- Responsible to fulfilling and maintaining occupancy/sales goals, marketing plans and enhancing the image of the community
CUSTOMER SPECIALIST L3 (SME)
SCRIPBOX INDIA PVT LTD
06.2018 - 05.2020
- Setting up on new account via email, call and chat
- Processing of account transaction
- Mutual Fund Representative
- (NISM certified MF distributor VA)
- Adaptability, where the work is going and adjusting to the needs of the team
- Provides functional guidance, training and assistance to the customer support representatives
- Maintained a flexible schedule to meet training needs
SENIOR CS ASSOCIATE
ACCENTURE INDIA SOLUTIONS PVT LTD
12.2016 - 05.2018
- Efficiently process vendor invoices and maintain up-to-date system, improving productivity
- Assisted management in developing effective accounts payable to bring all delinquent accounts current
- Renegotiated payment terms with dozens of suppliers
ADVISOR
24[7].AI
12.2015 - 12.2016
- Communicated with customer over phone, email and chat to resolve any product issues, ensuring the all-time great customer experience
- Awarded for lowest D-SAT and highest FCR
Education
10TH CLASS -
VENKAT INTERNATIONAL PUBLIC SCHOOL
Bengaluru2ND PUC -
SHRI BHAGWAN MAHAVEER JAIN COLLEGE
BengaluruBBA -
Jain (deemed-to-be University)
BengaluruSkills
- Customer relationship management (CRM)
- Quality Assessment Skills
- Risk Analysis Expertise
- Operational Oversight
- Detail-Oriented Approach
- Organized Workflow Management
- Service Excellence
- Efficient Learner
- Responsive to Evolving Demands
- Familiarity with Investment Solutions
- Proficient in Organization
- Strategic Prioritization Skills
- Relationship Building
- International sales support
Certification
- NISM VA Mutual Fund Distributor
- NISM VI Depository Operations
- NISM VIII Equity Derivatives
Timeline
Customer Service Representative
Adecco India Pvt Ltd
02.2024 - 03.2025
ASST TEAM LEAD
MASHREQ GLOBAL SERVICES PVT LTD
06.2021 - 12.2023
SALES WEALTH COUNSELLOR
EQUENTIS WEALTH ADVISORY PVT LTD
06.2020 - 04.2021
CUSTOMER SPECIALIST L3 (SME)
SCRIPBOX INDIA PVT LTD
06.2018 - 05.2020
SENIOR CS ASSOCIATE
ACCENTURE INDIA SOLUTIONS PVT LTD
12.2016 - 05.2018
ADVISOR
24[7].AI
12.2015 - 12.2016
10TH CLASS -
VENKAT INTERNATIONAL PUBLIC SCHOOL
2ND PUC -
SHRI BHAGWAN MAHAVEER JAIN COLLEGE
BBA -
Jain (deemed-to-be University)
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