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Vidhur Bansal
Account Executive
Chandigarh
Summary
Dynamic, client-focused professional with a robust background in customer service, payments, trade settlement, and account management. Proven track record of consistently exceeding performance targets while effectively leading teams to achieve collective objectives underscores a commitment to excellence. Recent completion of an MBA in Strategic Project Management has further enhanced expertise in business operations, sales, and marketing. Dedicated to leveraging exceptional communication skills, problem-solving abilities, and commercial awareness to drive success across project management, wealth management, IT, finance, and banking sectors within Operations.
Overview
14
14
years of professional experience
3
3
Languages
Work History
Account Executive
Pozitive Energy
Chandigarh
02.2025 - Current
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Established long-lasting relationships with key decision-makers within client organizations, solidifying the company''s reputation as a trusted partner in their respective industries.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Streamlined account management processes for increased efficiency and improved client retention rates.
- Negotiated payment plans with customers to prevent accounts from entering collections.
- Managed smart meter operations, including data monitoring, troubleshooting, and customer support.
- Coordinated with technical teams to resolve meter connectivity and performance issues.
- Delivered high-quality customer service by addressing smart meter-related queries and concerns.
Freelancer
Freelance
Chandigarh
04.2024 - 11.2024
- Strengthened client relationships with consistent communication and timely project updates.
- Researched and resolved billing discrepancies to enable accurate billing.
- Worked with multiple departments to check proper billing information.
- Strengthened client relationships through effective communication regarding billing issues and concerns.
- Maximized revenue potential by identifying and resolving under-billed accounts.
Cash Payment and Settlement SME
FNZ
Edinburgh
05.2022 - 01.2024
- Ensured timely settlement of client trades.
- Executed payment procedures for clients involved in stock sales.
- Coordinated payments to various fund managers for purchasing stocks.
- Engaged with high-profile clients including Premier Asset Management, M&G, and Aberdeen, Vanguard, Quilter.
- Oversaw large-scale payment processing exceeding £1.9 billion twice a month.
- Handled financial operations typically amounting to £700-£800 million.
- Addressed nominee corrections on over and under purchases.
- Worked directly with fund managers to settle pricing disputes.
- Resolved stock quantity discrepancies through team coordination.
- Advanced to SME status in record time through proven success and performance.
Senior Customer Care Advisor
Virgin Media
Edinburgh
03.2020 - 04.2022
- Communicate with around 20 to 25 customers over the phone to answer and resolve bill queries and effectively handle disputes over additional or incorrect charges
- Use internal software launchpad and secondary SCV tool to support customers to fix technical faults to ensure quality of service
- Liaise with engineers and raise ticket when fault needs to be checked on site
- Apply effective sales strategy when engaging with existing customers looking to add on services or upgrade existing services and packages
- Consistently exceed Individual target for daily sales
- Independently handle general queries and offer advice on account transfers, and package relocation
- Received gift vouchers and awards for individual performance and achieving individual targets
- Enhanced customer satisfaction by promptly addressing concerns and providing efficient solutions.
- Optimized workflows, enabling more effective resource allocation and improved service delivery times.
Senior Technical Associate
Tech Mahindra
Chandigarh
09.2018 - 11.2019
- Company Overview: India
- Evaluated and reviewed legal contracts made between the company and customer for third party (AT&T) American telecom company to ensure they included adequate guidelines and processes
- Acted as mediator to process various legal contracts between the company and customers
- Applied B2B knowledge and provided business consulting and advice to third party
- Displayed nurturing leadership qualities when delivering ongoing training to groups of up to 23 of new recruits
- Streamlined workflow processes for increased efficiency by implementing automated systems and tools.
Senior Analyst
Eclerx Pvt Ltd
Chandigarh
12.2014 - 02.2018
- Handled technical queries over chat related to bills for US telecom company customers
- Held top seller place in department based on success with securing new customers and upselling packages
- Exceeded Individual targets for number of chats a day to deal with customer queries
- Was delegated team leader responsibilities based on performance
- Trained 28 people and delivered 1-1- mentoring and group training sessions
- Elected Subject Matter Expert role giving me responsibility to supervise and support different teams to achieve targets and resolve any issues or problems
- Acted as manager when customer issues were escalated by team members
- Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables.
Intern
Neurotronics Maschninbau Ltd
Delhi
06.2012 - 07.2012
- Shadowed employees based in main HR department to oversee daily business activities
- Developed knowledge on creation and implementation of policies for employee training and development program's
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Explored new technologies and approaches to streamline processes.
Education
MBA - Strategic Project Management
Edinburgh Napier University
Edinburgh01.2022
MBE - Business & Economics
Punjab University
India01.2013
B.COM - Commerce
Punjab University
India 04.2001 -
Skills
- Analytical problem-solving
- Strategic decision-making
- Cross-functional teamwork
- Time management expertise
- Flexible in dynamic environments
- Proactive self-starter
- Proficient in handling multiple tasks
- Effective interpersonal communication
- Account management
- Customer service
- Client relationship building
Interests
Cricket enthusiast, appreciating the strategic and team-oriented aspects of the sport
Music listener with a keen interest in discovering new artists and genres
Timeline
Account Executive
Pozitive Energy
02.2025 - Current
Freelancer
Freelance
04.2024 - 11.2024
Cash Payment and Settlement SME
FNZ
05.2022 - 01.2024
Senior Customer Care Advisor
Virgin Media
03.2020 - 04.2022
Senior Technical Associate
Tech Mahindra
09.2018 - 11.2019
Senior Analyst
Eclerx Pvt Ltd
12.2014 - 02.2018
Intern
Neurotronics Maschninbau Ltd
06.2012 - 07.2012
B.COM - Commerce
Punjab University
04.2001 -
MBA - Strategic Project Management
Edinburgh Napier University
MBE - Business & Economics
Punjab University