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Client Servicing

Mumbai, Maharashtra, India
August 21, 2018

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Support Specialist at Sharekhan August 2017 – Present

Engage with customer to understand the needs and develop plans to address them

Connect and facilitate clients with their needs after closure of sales

Forward up-selling and cross-selling opportunities / leads to the sales team

Promote high-quality sales, supply and customer service processes

Aim to preserve customers and re-engage with existing clients

Approach potential customers to establish relationships

Gain solid knowledge of competitors

Resolve customer complaints quickly and effectively

Awarded the Best Customer Service Employee for 2018.

Branch Service Partner at Yes Bank March 2015 – December 2016

Generating leads for selling CASA and ensuring timely closure of deals – Consistently delivered high quality targets.

Cross selling financial products like Life Insurance, Health Insurance, and Mutual Funds by engaging and advising clients.

Promoting and selling LAP, LAS, Gold Loan, Personal Loan, Auto Loan, Home Loan etc.

Ensuring timely processing of documents of above products sold to client.

Customer servicing to assigned portfolio and pulling out business.

Ensure everyday branch operations activities including NEFT, RTGS, Form 15 G & H, interest certificate, stop payment, cheque book request, overdraft, etc.

Handling and resolving banking ombudsman complains.

Addressed customer issues and evaluating necessary solutions.

Handling walk-in-customer and provide them desired services.

Managed FRFC, locker, Gold Loan, Cashier, debit card pin, cheque book, cheque return.

Guiding about internet banking and issues related to them.

Management Trainee at DCB Bank March 2014 – February 2015

To handle walk-in-customers in the bank and describe them about the product like Savings and Current Account, term Deposit, SMS Banking, Mobile Banking, Internet Banking and ATM Card.

Accepting transfer requests, RTGS, NEFT etc., from customers and ensuring the processing of the same as per time lines.

Managing Form 60 (if needed), Form 15G, 15H etc.

Accepting request for term deposit issuance, renewal, closure including deposit loan and providing TDS certificate, Interest Certificate, Stop payment, Balance Confirmation, etc…

Accepting request for account opening of saving or current Account, over draft, gold loan or business loan, etc.

Custodian for cheque book, cheque return.

Keeping regular track on any destruction.

Handling enquiries such as Balance, cheque book request, updating of address / contact details / internet banking / ISA updating / Dormant, etc...

Experience of handling Cash Counter.

Gujarat Cooperative Milk Marketing Federation May 2013 – June 2013

Management Trainee (AMUL)

Visited 100 Retail Outlet in Mira Road, Mumbai and found out the potential outlet for in-store promotional activity of “Amul Pouch Dahi” and “Amul Prolife Lassee” in a week.

Responsible for Promoting and Selling of Amul Pouch Dahi & Amul Prolife Lassee at retail outlets for 1 month.

Sold 604 Amul Prolife Lassee and 161 Amul Pouch Dahi and generated revenue of Rs. 8,140.

St. Angelo’s Computer Education August 2011 - October 2011

Responsible for customer handling and administration work.

Cigma Events & Entertainment Pvt Ltd Internship 2010

Responsible for bringing new clients for the company

Free Lancing in Event Management

Worked for promotional event for different colleges by getting the permission for the same in Feb’13 with PNP events.

Worked for Fem Road show activity with PNP events 2010 and 2011where in I organised for man power.

Volunteer for Mumbai Marathon by the company Procam (January 2009).

Academic Achievements


Institute / Organization

Board / University



DSIMS (Mumbai)



MMK College

Mumbai University



MMK College

Maharashtra Board



St. Xavier’s High School

Maharashtra Board


Diploma holder in Event Management from National Institute of Event Management [NIEM]

AMFI Registered Mutual Fund Advisor Certified.

IRDA Certified Life Insurance.

Positions of Responsibility

Member of social media group at DSIMS handling Content and Media Planning.

Extracurricular Activities

Organized “I Vote for India” Campaign to create awareness about election among youth at DSIMS.

Project on social media marketing for company Consultifrs for promoting business through digital media.

Organized college fest Aakarshan – MMK College.

Worked in Media & PR Team of Touge 2013 (Marketing Conclave Fest)

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