Certified Credit Counselor

• Dec 2022 - Present

Customer Service Representative

• Dec 2021 - Apr 2022

 Contributed to Cognizant Contact Centre for Foodservice (Client-SYSCO) success by providing support to Selling Team and field partners handling service and delivery issues.  Documented issues & identified appropriate actions to resolve inquires which included order entry, order modification, customer billing & payments, pricing, reporting, monitored open orders to ensure accurate confirmations & forwarded the same to the Warehouse.  Contributed to Cognizant Contact Centre for Foodservice (Client-SYSCO) success by providing support to Selling Team and field partners handling service and delivery issues.  Documented issues & identified appropriate actions to resolve inquires which included order entry, order modification, customer billing & payments, pricing, reporting, monitored open orders to ensure accurate confirmations & forwarded the same to the Warehouse.

Senior Advance Wealth Manager

• Jul 2018 - Dec 2019

 Provided consultation & advisory services on financial investments with focus on 400 + Non-resident Indian (NRI) customers. I leveraged career experience in sales strategies & negotiations to secure new business & also provided product enhancements to existing businesses.  Successfully received promotion to a Senior Role after 14 months which normally takes 24-36 months because of my outstanding customer relationship management skills resulting to increased revenue growth, growing new and existing customer base, and management of a high-volume workload. Show less

Banking Relationship Manager - NRI Business

• Jan 2015 - Dec 2017

 Delivered exceptional service in the management of 270+ customer accounts with key responsibility to develop long-term business relationships, introduce new products & ensure highest levels of customer satisfaction. Consistently achieved business targets assigned in terms of upgrading customer relationships & cross selling from a wide range of wealth & asset products such as Mutual Funds, Portfolio Management Schemes, Insurance, Mortgages, loans, & credit limit facilities. Scheduled & conducted various training sessions pertaining but not limited to- need & service based selling techniques, CRM, Lead Development, Business Communication, Corporate etiquette, client retention, complaint handling/resolution & compliance for 30+ new and existing recruits. Show less

Manager, Customer Service Branch Banking (2012-2015)

• Apr 2012 - Apr 2015

 Generated new Business by doing market research & understanding customer investing/buying habits, liaised, collaborated with multiple Mutual Fund companies to host investment fairs/financial literacy seminars, arranged Coffee sessions at Branch with customers to genuinely address their concerns & find opportunities in their complaints, thereby building a strong referral and recurring business revenue network. I was also selected to attend various sales/marketing training camps, Compliance Trainings, IT service improvement initiatives, Products training & developed skills & effective disseminated training learned across the organization. Show less

Teller/Cashier Branch Banking

• Apr 2011 - Apr 2012

 Oversaw the day-to-day financial operations of clients by having a keen eye for detail which included efficient & accurate processing of cash transactions, back & front office operations, customers queries, requests for products & services, maintenance of reports, tracking & documentation.