Summary
Overview
Work History
Education
Skills
Timeline
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Suraj Kumar Jha

Hyderabad

Summary

Results-driven Financial Advisor and Sales Executive with experience in investment planning and customer service. Skilled in guiding clients on financial products, handling customer calls, and ensuring seamless KYC compliance. Adept at risk assessment, portfolio optimization, and regulatory adherence. Strong ability to educate clients, resolve queries, and drive sales while maintaining excellent customer relationships.

Overview

6
6
years of professional experience

Work History

Associate Sales Consultant

Policybazaar.com
05.2024 - 04.2025
  • Assess clients' financial goals, risk tolerance, and investment preferences.
  • Suggest suitable investment products aligned with clients' objectives.
  • Explain risk factors, expected returns, and market trends.
  • Ensure compliance with SEBI and IRDAI regulations.
  • Provide periodic investment reviews and suggest modifications.
  • Offer ongoing support and updates on investments.

Sales Executive

Vivifi India Finance Pvt Ltd
12.2021 - 09.2023
  • Handle inbound and outbound customer calls regarding financial products and services.
  • Assist customers in completing and updating their KYC (Know Your Customer) documents.
  • Verify customer information and ensure compliance with regulatory requirements.
  • Educate customers on loan products, credit policies, and repayment terms.
  • Address customer queries, resolve issues, and provide accurate information.
  • Maintain detailed records of customer interactions and KYC updates.
  • Collaborate with internal teams to streamline the KYC verification process.
  • Follow up with customers to ensure timely submission of required documents.
  • Achieve sales targets by promoting financial products and services.
  • Ensure a smooth onboarding process for new customers.

Customer Service Representative

Orange Tours and Travels
08.2019 - 07.2021
  • Handled customer inquiries, answered questions, and resolved problems in a timely manner
  • Kept accurate records of all interactions, including customer names, addresses, phone numbers, credit card information, and product sales
  • Created a new customer database by entering customer information into a database

Education

Bachelor of Commerce - undefined

Osmania University
Hyderabad
06.2024

Skills

  • Customer service
  • Communication skills
  • Microsoft excel
  • Documentation review
  • KYC
  • Investment Management
  • Sales & Marketing

Timeline

Associate Sales Consultant

Policybazaar.com
05.2024 - 04.2025

Sales Executive

Vivifi India Finance Pvt Ltd
12.2021 - 09.2023

Customer Service Representative

Orange Tours and Travels
08.2019 - 07.2021

Bachelor of Commerce - undefined

Osmania University

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Suraj Kumar Jha