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Customer Service Sales

Chennai, Tamil Nadu, India
October 31, 2018

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Resume of S. Prathiba * P a g e


No: 37,1st Floor, Kings Square Apartment, Geetha,

Nagar 7th Cross-North, Vayalur Road

Trichy Tamil Nadu India - 620017

Mobile: +91-956******* Email: CAREER OBJECTIVE

“I am seeking an opportunity to merge my initiative, enthusiasm with 2+ Years of proficiency to add value, both to the organization and myself. To aim at expanding my horizons and developing skills in the field of “Finance Services – Insurance & Mutual Funds” and to work in a dynamic environment that provides opportunities for my growth.” AREA OF EXPERTISE

Mutual Funds & Insurance

Sales Management

Banking Operations

Marketing Management

Strategic Planning

B2C Management

Customer Retention

Business Development & Solutions


MBA - [Finance & Marketing] from

Vivekananda Institute of Information

and Management Studies, Namakal,

2011 – 89%

B. Com. - Cauvery College for Women,

Trichy – 2009 – 74.3%


Windows 2000/XP/7/8.1/10

MS Outlook/2000/9/7/10, MS Office


Demonstrated excellent and thorough understanding of Mutual Funds & Insurance Processing, Scrutinization, Documentation, Follow up and etc.,

Key Responsibilities – Providing advisory services to corporate & high net- worth customers on funds management while maintaining relationship with Key Accounts.

In-Depth knowledge of banking products and banking industry practises, process and procedures as well as regulations related to quality control.

Recognized proficiencies in providing and advising information regarding Retail Banking products to the clients/ Customers and executing them in real time Sales milieu that facilitate in accelerating company’s growth.

Increased revenue, profit & portfolio through expertise in business development, relationship building, developing/nurturing new markets and providing exceptional service.

Ability to provide a high level of customer Service, surpassing market standards and maintain healthy relationship with peers and competitors.

Result Orientation – Makes fact based decisions and follows through to completion, analyses and uses data to achieve sales goals, drives execution, initiates action and follow-ups to successful completion, effectively demonstrates how solutions will solve prospects or client’s problem(s), continuously conducts post call debriefs and performs pre- call strategies.



NISM-Series-V-A: Mutual Fund Distributors National Institute of Securities Market, Mumbai 2013

Diploma [Accounts Management System] Software Information Technology, Karur 2006 WORK EXPERIENCE

Took a Sabbatical Break [Family Management] 2013 to 2018

Oct 2012 to Oct 2013 - Bajaj Capital Ltd., Coimbatore as Insurance Operations & Financial Planner

“Bajaj Capital Limited offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others.”

Roles & Responsibilities:

Key Products Handled:

Insurance Mutual Funds

Procuring the potential clients through networking, database, market analysis and references.

Generating cross-sell revenue and doing financial planning by wealth management.

Managing and improving relationship values through clienteling.

Liaison with operations team to resolve queries and revenue generation.

Cross-sell products and services to both new/existing clients as per their lifestyle, risk profiling and requirements through financial planning process.

Crossing selling of other channel products like Mutual Funds and Life Insurance.

Achieving financial goals and maintaining organization brand value.

Analysis of Mutual Fund Schemes (across asset classes) available for investment in India on quantitative and qualitative parameters with an objective to arrive at relative rankings and a list of schemes that is fit to be admitted for distribution.

Maintaining long term relationships, deepening relationships With Existing High Net worth customers so as to Increase Revenue Base for the Company.

Scrutinizing and handling of the entire basket of Mutual Funds and Insurance.

Possess excellent interpersonal, communication and analytical skills in Customer Relationship Management and Business Development.

Resume of S. Prathiba 2 P a g e

Build long-term, productive, and mutually beneficial relationships with existing and new customers.

Maintain consistent communication and timely follow-up with customer and prospects and be available and responsive to customer’s real-time needs.

Mapping client’s requirements; providing best banking solutions to suit their needs.

Handling operations & ensuring satisfaction by achieving delivery & service quality norms.

Interacting directly with clients and redressing queries & issues to their optimum satisfaction and resolving crucial & long pending complaints at the branch level.

Jan 2012 to Jun 2012 - Mukesh Infoserve Pvt. Ltd., Chennai as Functional Consultant

“Mukesh Infoserve Private Limited is to run their business effectively by rejuvenating ourselves every time when dealing with our clients and provide them with genuine technology driven solution. Throughout our experience, we have witnessed that our customers have always expected a technology driven solution to be reliable (guarantees 99.99% uptime), scalable (future-proof), Adaptive (co-exist with existing setup), Resilient (handles failure in a fast convergent manner) and backed up with LTCO (Low Total cost of Ownership)” Roles & Responsibilities:

Got trained on SAP Software.

Perform research tasks with a view to gather data pertaining to industry, company and customer trends.

Understanding client requirements and their business process through existing website or process documents.

Analyse qualitative and quantitative data to uncover competition and industry information.

Assist business analysis teams in gathering and analysing project requirements and transferring this information to other departments.

Evaluate pertinent data by performing a variety of task analysis and business processes.

Provide support to the business analysis team in preparing business plans and strategies.

Handle a range of project planning and coordination and information system analysis tasks.

Develop detailed reports on market research initiatives and provide ideas on how this research fits into current projects.

Work with key business group leaders to identify and evaluate upcoming business opportunities.

Assist the marketing department in developing marketing material with a view to support the company’s marketing strategies.

Involved in ERP Installation and troubleshooting for manufacturing companies.

Assist business analysis teams in monitoring project processes and resolving issues along the way.

Support/coordinate business user interactions, including process review, testing, training, and post implementation support.

Identify potential requirements from the issues/bugs reported by the client that can be converted into requirements for future development.

May 2011 to Nov 2011 – Reliance Mutual Funds, Chennai as Sales Trainee

“Reliance Mutual Fund (RMF) is one of India's leading mutual funds, with Average Assets Under Management (AAUM) of ` 2,44,903.56 Crores

(January 2018 - March 2018 Quarter Q4) and 81.7243 lakhs folios (as on 31st March,2018).” CORE COMPENTENCIES

Professional, growth oriented, easy adaptive and quick learner.

Talented, independent, responsible, hardworking and efficient in analytical complex solving issues.

An extrovert with very good blending capabilities.

An absolute team player with good communication skills.

Ability to deal with a diverse range of cultures and nationalities internationally.

Highly competent self-motivated, hardworking with the ability to rapidly learn and apply new skills. PERSONAL DETAILS

Name S. Prathiba Languages Tamil/English

Father’s Name V. Sakthivel Date of Birth 16-10-1988 Sex Female Marital Status Married

Nationality Indian Passport No R5776832

Age 29 Native Place Karur


I (S. Prathiba) hereby declare that the above information given by me is true to the best of my knowledge. Place: Yours Sincerely,

Date: (S. Prathiba)

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