Urvashi Relwani
Sr. Relationship Manager
Jaipur
Summary
I possess a wide range of skills in Front Line Sales and Operations Department. Having 7+ Years of work experience in Financial Services, working with all levels of management, providing financial advice, handling customer queries etc. Having a proactive management style with the ability to drive significant change management activities and a passion for world class customer service.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Sr. Relationship Manager
HDFC SALES Pvt. Ltd.
5 2019 - Current
- Working closely with trading desk and cross selling all products (Insurance, FD, M.F, NPS etc) to customers
- Raised client satisfaction in 8 months through increased one on one time & increased client returns
- Formulated assets allocation strategies and developed proprietary investment models for client portfolios.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Front to back analysis & reconciliations of KYC & AML
- Accusation of high net worth clients and provide best services
Financial Services Coordinator
HDFC SALES Pvt. Ltd.
09.2016 - 09.2018
- Processing Insurance policies, Mutual Funds & Deposits, Death Claims & Cancellations
- Converting Not Paid Renewals into Paid Renewals by convincing the customers over the call
- Collecting, analyzing, and managing quantitative data and creating meaningful reports
- Recommending product enhancements and updates to identify new business opportunities
- Assisting in new product introduction & release activities
- Providing Customer Support over the Phone & E-mail.
- Assisted colleagues with complex financial analysis, supporting informed decision making.
- Ensured timely completion of financial reports, contributing to prompt decision making.
Education
Post Graduate Diploma In Business Administration - Finance
SYMBIOSIS CENTRE FOR DISTANCE LEARNING
Pune 01.2016 - 04.2018
Bachelors of Commerce Honours - Accounts And Statistics
Biyani Girls College
01.2013 - 04.2016
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CHILDREN’S ACADEMY SCHOOL
Skills
Microsoft Office
Excel
PowerPoint
SQL
Strategic Planning
Revenue development
Customer interaction
Sales management
Business Development
Certification
Data Analyst Certification by Google
Accomplishments
- Awarded as The Best Coordinator For The Year 2016-17.
- Recognized for highest Pan State Mutual Fund lead closed on 1st day of Joining.
Personal Traits
- Strong ability to positively influence stakeholders across value chain to both orchestrate and execute on processes and deliver exceptional client services and experience.
- Excellent verbal and written communication skills including facilitation and presentations
- Ability to influence other all level of people in embracing the change and adopting Operational Excellence practices
- Strong analytical skills to find solutions to complex business issues.
- Ability to positively engage and build rapport with clients
Personal Information
- Date of Birth: 09/25/94
- Gender: Female
- Nationality: Indian
- Marital Status: Single
Timeline
Financial Services Coordinator
HDFC SALES Pvt. Ltd.
09.2016 - 09.2018
Post Graduate Diploma In Business Administration - Finance
SYMBIOSIS CENTRE FOR DISTANCE LEARNING
01.2016 - 04.2018
Bachelors of Commerce Honours - Accounts And Statistics
Biyani Girls College
01.2013 - 04.2016
Sr. Relationship Manager
HDFC SALES Pvt. Ltd.
5 2019 - Current
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CHILDREN’S ACADEMY SCHOOL
Data Analyst Certification by Google
Insurance Regulatory Development Authority of India (IRDA) - 2019 to 2029
Association of Mutual Funds of India (AMFI) - 2019-2022
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