Aayushi Sahni
Indore
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 2 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
2
2
years of professional experience
Work History
Digital Relationship Manager
HDFC Securities
09.2022 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Monitored customer feedback and generated reports to identify areas of improvement.
Business Development Head
GR HERBALS
11.2021 - 08.2022
- Applied extensive product, financial and market knowledge to communicate and sell products.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Coordinated quotes and proposals per client requirements.
- Implemented innovative business development strategies to increase customer base and expand market share.
- Compiled and presented sales reports for senior management.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Education
MBA - Marketing
Institute of Management Studies
Indore06.2021
BBA - Banking And Finance
Symbiosis University of Applied Sciences
Indore05.2019
Skills
- Issue Resolution
- Wealth Management Offerings
- Value Selling
- Excellent Communication
- Investment and Wealth Planning
- Relationship Building
- Customer Relationships
- Financial Planning Processes
- Equity and Fixed Income Markets
- Portfolio Growth
- Banking
- Client Acquisition
- Financial Services
- Sales Expertise
- Team Leadership
- Business Development
- Product Expertise
Timeline
Digital Relationship Manager
HDFC Securities
09.2022 - Current
Business Development Head
GR HERBALS
11.2021 - 08.2022
MBA - Marketing
Institute of Management Studies
BBA - Banking And Finance
Symbiosis University of Applied Sciences
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