Krupali Dalwadi
Hoppers Crossing,VIC
Summary
Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.
Overview
6
6
years of professional experience
Work History
Customer Service Representative
ICICI Prudential AMC
02.2022 - 03.2023
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Exceeded quarterly targets consistently through diligent prospecting and tailored product presentations.
- Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
- Managing financial portfolio of NRI's based in UAE.
- Created and implemented successful sales campaigns to drive leads and increase sales.
- Listened to customer needs and desires to identify and recommend optimal products.
Assistant Manager
Aditya Birla Money
08.2020 - 01.2022
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Managing financial portfolio of customers.
- Placing equity and derivative trades on behalf of customers.
- Providing financial advise to customers .
- Educated clients on financial topics and best practices.
- Recommended specific investments to help clients meet financial goals.
- Assisted clients with budgeting and cash flow management.
- Collaborated with clients to develop customized investment portfolios.
Equity Advisor
Angel Broking Private
07.2017 - 08.2019
- Increased client satisfaction by providing personalized equity advice based on their financial goals and risk tolerance.
- Developed strong relationships with clients, fostering trust and ensuring long-term retention.
- Conducted thorough research to identify undervalued stocks for potential investment opportunities.
- Analyzed market trends, macroeconomic indicators, and company financials to deliver accurate equity recommendations.
- Assisted clients in building diversified portfolios to achieve optimal returns while minimizing risk exposure.
- Improved client satisfaction by promptly addressing inquiries and resolving issues related to their accounts or transactions.
- Acted as a mentor for junior-level advisors, providing guidance on best practices and instilling confidence in their abilities to manage client relationships effectively.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Education
Bachelor of Commerce - Finance And Accounting
Mumbai University
Mumbai, India06.2017
Skills
- Professional Networking
- Service Promotions
- Staff Management
- Objection Handling
- Data Analysis
- Email Campaigns
- Networking Abilities
- Decision Making
- Customer Service
Languages
English
Professional Working
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Customer Service Representative
ICICI Prudential AMC
02.2022 - 03.2023
Assistant Manager
Aditya Birla Money
08.2020 - 01.2022
Equity Advisor
Angel Broking Private
07.2017 - 08.2019
Bachelor of Commerce - Finance And Accounting
Mumbai University
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