Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Quote
Languages
Timeline
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Vidhur Bansal

Summary

Proactive and client-focused professional with a strong background in various customer service roles and experience in payments and trade settlement. Consistently exceeded individual targets and successfully managed teams to achieve collective goals. Recently completed MBA in Strategic Project Management, enhancing knowledge of business, sales & marketing, and overall business operations. Eager to pursue a career in project management, wealth management, IT, finance, or banking. Exceptional communication skills, problem-solving abilities, and commercial awareness to contribute to the company\'s projects and goals.

Overview

13
13
years of professional experience
2
2
Certificates
3
3
Language

Work History

Cash Payment and Settlement SME

FNZ
05.2022 - 01.2024
  • Settlement of trades for different clients
  • Making payment to market (clients) for selling stocks
  • Making payment to different fund managers for stock purchases
  • Worked on different clients including Quilter, Aviva, Premier Asset Management, Aviva my money, M&G, Aberdeen, Embark, Vanguard
  • Processed upto £2 billion payments on average for couple of times in a month
  • On regular basis it was around £700-£800 million
  • Worked on nominee correction to make corrections on over/under purchases
  • Worked with fund managers to resolve the pricing dispute/over payment/ under payment
  • Worked with different teams to resolving the issue related to pricing, stock quantity
  • Promoted to SME within 8 months on basis of performance

Senior Customer Care Advisor

Virgin Media
03.2020 - 04.2022
  • Communicate with 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

Senior Technical Associate

Tech Mahindra
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
  • Worked on Active Directory
  • (Creating of the users, groups and group policies)
  • Worked on office 365
  • (Provisioning of the licenses to the users and Managing the mailbox storage)
  • Creation of Virtual Machines and managing Hyper V
  • India

Relationship Manager

Pozitive energy
Chandigarh , Chandigarh
02.2025 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Senior Analyst

Eclerx Pvt Ltd
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

Intern

Neurotronics Maschninbau Ltd
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

Education

MBA - Strategic Project Management

Edinburgh Napier University
01.2020 - 01/2022

Masters - Business & Economics

Punjab University
01.2011 - 01/2013

B.Commerce - Commerce

Punjab University
01.2007 - 01/2010

Skills

Problem-Solving

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Certification

Lean Six Sigma Black Belt, 04/01/18

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Languages

English
Advanced (C1)

Timeline

Relationship Manager

Pozitive energy
02.2025 - Current

Certified Management Accountant (CMA) - Institute of Management Accountants.

01-2025

Cash Payment and Settlement SME

FNZ
05.2022 - 01.2024

Senior Customer Care Advisor

Virgin Media
03.2020 - 04.2022

MBA - Strategic Project Management

Edinburgh Napier University
01.2020 - 01/2022

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

Masters - Business & Economics

Punjab University
01.2011 - 01/2013

B.Commerce - Commerce

Punjab University
01.2007 - 01/2010
Vidhur Bansal