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Customer Service Manager

Ludhiana, Punjab region, India
November 16, 2018

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PREETI SACHDEVA Mobile: +91-852*******

M.G. Road, Gurgaon Email:


Seeking to work in a dynamic and challenging environment in an organization that provides ample opportunities to grow; an organization where I can enhance my skills acquired during 3.5 years of experience such as excellent communication and interpersonal skills, quality towards work, attention to details, highly self-motivated with a solid work ethic and experienced in prioritizing work. WORK EXPERIENCE

Roles & Responsibilities:

• Market scoping for developing Retail Trade & Foreign Exchange (RTFX) by assisting the branch managers in arrangement of meeting with the prospective clients, visiting along with them, creating minutes for further communication and making calendar for the next meeting.

• Management of branch-level targets focusing on customer acquisition. The responsibilities include training the staff, activation, retention, increasing the wallet share of existing trade forex customers and reporting the progress to the regional director.

• Assisting Trade Forex department in end-to-end management of Trade services consisting of Imports, Exports and managing remittances as per extant RBI guidelines.

• Responsible for business campaigns in the managed branches and handle communications with Zonal Head, Cluster Heads and Circle Heads for Regional Marketing Teams.

• Proof-reading of customer documents with the trade desk, co-ordination with the customers, branches, Product Team and Treasury.

• To ensure adherence to turn around time in completion of tasks for better customer experience. Roles & Responsibilities:

• Worked on Advice and wealth management project with the Vice President and accurately identified good data, questionable data, and the subsequent steps to be taken.

• Served as service delivery professional to the US Project Manager on financial products such as Various Individual Retirement accounts, Transfer on death accounts, Certificates, Mutual Funds, Insurance and Annuities ensuring all the points on the checklist are matched.

• Created presentations on the financial status of the clients and communicated to the on shore team members (US Advisors).

• Arranged meeting between the preferred advisor and the clients as per mix and match criteria.

• Analyzed & reported deviations using appropriate internal computer applications.

• Halved the processing time of main client group through efficiency improvements. HDFC BANK

Designation: Deputy Manager (Forex and International Trade) Duration: February 2018 to Present

Ameriprise Financial

Designation: Process Associate

Duration: March 2015 to June 2017

Roles & Responsibilities:

• Customer service professional of FERNS N PETALS, an E-commerce website for ordering flowers, cake and chocolates etc.

• Assisted customers with order status, feedback, inquiry and solutions mail.

• Undertaken business development activities for new orders, enhanced demand through various channels.

• Managed customer queries/complaints through coordination with back-end and vendor teams.

• Maintained order accounts with proper selling and purchase price, thus helping the account maintenance team. Also, reconciled the financial statements at the end of month.

• Was promoted to handle and lead a team of 5 employees for BOOK MY FLOWERS process. EDUCATIONAL QUALIFICATION:

Sl.No Name of the College/Institute Qualification Percentage Year of


1 School of Open Learning Delhi University B.Com 50.03% 2014 2 D.A.V Centenary Public School 12th 84.2% (Accounts: 94, Economics: 95) 2011 3 Daffodils Public School 10th 77% 2009


• Self-motivated, quick learner in a consultative and complex industry.

• Excellent negotiation and problem solving skills.

• Positive attitude & high standards for accuracy and attention to detail.

• Excellent communication skills and client handling capabilities to build business relationships.

• Love to communicate with people and learn about their experiences. INTERESTS

Cooking, Reading, Travelling and Singing


Father’s Name : AJESH SACHDEVA

Date of Birth : 29


April 1993

Marital Status : Unmarried

Hero Management Services Pvt. Ltd (BPO) for Ferns n Petals Designation: Process Associate

Duration: Feb 2014 to Feb 2015

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