SURESHCHAND THAKUR

• Delivered personalized financial planning and investment management services to high-net-worth clients.
• Implemented and monitored investment portfolios, adjusting asset allocations as required.
• Proactively communicated portfolio performance updates and market trends to clients.
• Cultivated strong client relationships through regular meetings and exceptional service.

• Provided account-related information and addressed customer inquiries and complaints.
• Assisted customers in setting up new bank accounts, mobile banking, and debit card PINs.
• Generated leads for premium debit cards, health insurance, and various loan products.
• Facilitated access to personal loans, business loans, overdraft facilities, and credit cards.

• Managed inbound calls from HNI clients regarding banking and credit card inquiries.
• Cross-sales banking products including loans, fixed deposits, and recurring deposits.
• Cultivated professional relationships with clients to enhance service delivery.

Monitored and managed queue operations to enhance efficiency across contact center.

• Displayed hourly Average Handling Time data to inform performance metrics.
• Oversaw real-time queue status to optimize resource allocation and service levels.

• Assisted large volumes of customers daily, maintaining positive demeanor and focus on satisfaction.
• Consistently adhered to company policies and scripts to meet call time and quality standards.
• Identified and targeted high-potential leads, resulting in increased sales performance.
• Engaged prospects through trade shows, cold calling, and local networking efforts.