Vikramjeet Singh

Financial Athlete at Bellwether Associates LLP
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Contact Information
us****@****om
(386) 825-5501
Location
Gurgaon, Haryana, India, IN
Languages
  • English -
  • Hindi -
  • Punjabi -

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Credentials

  • Public Speaking
    WNS
    Jan, 2010
    - Oct, 2024
  • Work Life Balance
    WNS
    Jan, 2010
    - Oct, 2024
  • NISM - Mutual Fund Distributors
    NISM
    Feb, 2016
    - Oct, 2024

Experience

  • Bellwether Associates LLP
    • Financial Athlete
      • Oct 2012 - Present

      Working as a Financial Athlete and responsible for the overall growth of the organization. Managing end-2-end process from Business Development, Client Acquisition to Client Management: · Acquiring new clients; · Drawing up a blueprint to help achieve the client’s goals through appropriate use and application of the monies at one's disposal; · A blueprint of what needs to be executed on various fronts including liquidity, cash management, risk management, and asset allocation. Strengthening the existing relationship by hand holding the clients thru the lifecycle of wealth creation. Successfully and consistently delivering on the responsibilities of revenue generation, ensuring quality client servicing & customer satisfaction Inculcate the habit of life stage planning which ultimately help clients in building up a corpus for different stages of life Show less

  • Barclay's Shared Services Pvt. Ltd.
    • Process Advisor
      • Apr 2010 - Feb 2011

      Handled Barclays inbound personal customer calls by assisting customers for their financial needs & requirements. Ensuring Customer Satisfaction through relationship building with existing clients and identifying up-selling/cross-selling business opportunities. Revenue generation through selling financial products to the customers. Handled Barclays inbound personal customer calls by assisting customers for their financial needs & requirements. Ensuring Customer Satisfaction through relationship building with existing clients and identifying up-selling/cross-selling business opportunities. Revenue generation through selling financial products to the customers.

  • WNS Global Services
    • Financial Services
    • 300 - 400 Employee
    • Sr. Customer Care Executive
      • Apr 2007 - Mar 2010

      • Batch Owner- Handled a Transitional Queue Batch • Average Handling Time SPOC – Handled an AHT control project for the team reducing the call duration • Quality SPOC – Mentored the bottom Quartile of the team for increasing the team’s process knowledge • Floor Walker – Manned the production floor for 3 months taking the escalations for providing the resolutions • Team Sniper • Processing Loans for the customers and ensuring authenticity of all documentation • Batch Owner- Handled a Transitional Queue Batch • Average Handling Time SPOC – Handled an AHT control project for the team reducing the call duration • Quality SPOC – Mentored the bottom Quartile of the team for increasing the team’s process knowledge • Floor Walker – Manned the production floor for 3 months taking the escalations for providing the resolutions • Team Sniper • Processing Loans for the customers and ensuring authenticity of all documentation

Education

  • Modi Academic International Institute
    MBA, Finance
    2011 - 2012
  • Jagannath International Management School
    BBA
    2004 - 2007
  • Ajanta Public School
    High School, Commerce + Physical Education

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