Vishal Jain
Ajmer
Summary
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
7
7
years of professional experience
Work History
Relationship Manager
Yes Bank Ltd.
Ajmer
02.2025 - Current
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Sales Manager
Stack Wealth
Bangalore
04.2024 - 01.2025
- Sales Consultant and CopyWriting for various companies and agencies.
- Managed Sales of Mutual funds, handled client portfolios and provided expertise on AIF.
- Established relationships with key clients, while maintaining existing customer base.
Freelancer
Self Employed
07.2023 - 03.2024
Inside Sales Specialist
Skill Lync
Bangalore
07.2022 - 05.2023
- Served as a Career Counselor and a B2C Sales Engineer.
- Maintained strong relationships with existing customers through regular contact and follow-up calls.
- Generated weekly reports on sales performance metrics such as leads generated, conversion rates.
- Developed and executed sales strategies to increase revenue and meet customer needs.
Unit Manager
ICICI Prudential Ltd.
Ajmer
01.2020 - 07.2020
- Focused on client acquisition and relationship management using CRM tools, while delivering exceptional customer service and building strong client relationships.
- Provided guidance, coaching, and mentoring to staff members.
Sales Executive
Sharekhan Ltd.
02.2019 - 01.2020
- Contributed to agency recruitment and training initiatives.
Finance Trainee
06.2018 - 08.2018
- Conducted in-depth research on finance and marketing for various companies.
Education
MBA - Marketing & Finance
Poornima School of Management
Jaipur07.2019
Bachelor of Commerce -
GCA, MSDU
Ajmer07.2017
Skills
- Financial and Investment Expertise
- Sales and Business Development
- Communication and Relationship Management
- Analytical and Problem-Solving Skills
- Trading and Investment Analysis
- Financial Product Knowledge
- Financial Analysis and Risk Assessment
- Investment Portfolio Management
- Cross-Selling and Up-Selling
- Sales Coordination
- Relationship Building and Customer Retention
- Excellent Verbal and Written Communication
- Client Relationship Management
- Negotiation and Persuasion
- Customer Service and Support
- Market Research and Trend Analysis
Certifications And Achievements
- SIP Contest, Recognized for outstanding performance and achievements in the SIP Contest.
- Demat Contest, Awarded for exceptional performance in the Demat Contest.
Languages
Hindi
First Language
English
Upper Intermediate
B2
Timeline
Relationship Manager
Yes Bank Ltd.
02.2025 - Current
Sales Manager
Stack Wealth
04.2024 - 01.2025
Freelancer
Self Employed
07.2023 - 03.2024
Inside Sales Specialist
Skill Lync
07.2022 - 05.2023
Unit Manager
ICICI Prudential Ltd.
01.2020 - 07.2020
Sales Executive
Sharekhan Ltd.
02.2019 - 01.2020
Finance Trainee
06.2018 - 08.2018
MBA - Marketing & Finance
Poornima School of Management
Bachelor of Commerce -
GCA, MSDU