Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sonali Seth

Truganina,VIC

Summary

Personable and dedicated customer service representative with extensive industry experience. Skilled in decision-making, fostering client relationships, and contributing to company success. Motivated to maintain customer satisfaction and drive growth. Articulate, enthusiastic, and results-oriented, with a proven passion for building relationships, cultivating partnerships, and supporting professional and organizational progress.

Overview

6
6
years of professional experience

Work History

Customer Service Representative

BP Supremacy
03.2024 - Current
  • Provide excellent customer service by assisting with orders, making coffee and baking.
  • Handle cash register operations and transactions accurately.
  • Maintain cleanliness of the store and forecourt while managing inventory and stocking shelves efficiently.

Migration Agent

IAEC (Education & Migration)
02.2024 - 03.2024
  • Efficiently handled all administrative tasks related to documentation and paperwork
  • Managed visa application process

Corporate Account Manager

Tata AIA Life Insurance
06.2023 - 01.2024
  • Advising clients on risk management initiatives
  • Developing marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria.

Relationship Officer (Deputy Manager)

Kotak Mahindra Bank
12.2022 - 05.2023
  • Create and implement long term business plan to ensure continuity of business operations in the long run
  • Ensure customer satisfaction through regular engagement and Resolve customer queries/issues and facilitate customer service

Assistant Manager

HDFC Bank
10.2019 - 12.2022
  • Maintain periodic status reports, including daily activity report and calls/follow-ups made
  • Monitor daily operations to ensure a free flow process, and also supervise the execution of daily tasks
  • Maintains professional and technical knowledge by attending educational video conferences, establishing personal networks, and participating in different drives.

Senior Officer

ICICI Bank
09.2018 - 09.2019
  • In charge of handling cash transactions, ensuring compliance with bank policies in resolving customer disputes and preparing transaction activity reports.
  • Educated customers about the range of banking services.

Education

Bachelor of Business Administration (B.B.A) -

BBK College
Amritsar , India
06-2018

Master of Finance -

Deakin University
Burwood, VIC

Skills

  • Microsoft Excel
  • Microsoft Office
  • Report Generation
  • CRM Software
  • Product Sales
  • Adaptive team player
  • Follow-up skills
  • Customer Relations
  • Proficiency in Finacle 10 Software
  • Proficiency in Flexcube software
  • Product Knowledge
  • Complaint resolution

Timeline

Customer Service Representative

BP Supremacy
03.2024 - Current

Migration Agent

IAEC (Education & Migration)
02.2024 - 03.2024

Corporate Account Manager

Tata AIA Life Insurance
06.2023 - 01.2024

Relationship Officer (Deputy Manager)

Kotak Mahindra Bank
12.2022 - 05.2023

Assistant Manager

HDFC Bank
10.2019 - 12.2022

Senior Officer

ICICI Bank
09.2018 - 09.2019

Bachelor of Business Administration (B.B.A) -

BBK College

Master of Finance -

Deakin University
Sonali Seth