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Customer Service Sales

Bangalore, Karnataka, India
February 15, 2019

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Rahul N

CELL: +91-720******* • E-MAIL:

SUMMARY Seeking Professional long term career opportunities, offering 6+ years of corporate sales & Customer Support,operations & Trade execution experience establishing and managing corporate accounts self-motivated creative while accomplishing set goals.

EDUCATION Bachelor of Commerce

Bangalore University, Graduated 2012


ATS Share Brokers Pvt Ltd Jul 2012 to current HNI Sales & Customer Support ( Team Lead)


Responsible the operating business process to create client deliverables and working in close with a team and other Managers.

Created and nurtured productive relationship with clients by interacting to resolve any issues with process inputs.

Team management motivate team members to achieving goals.

In-bound and out-bound customer engagement with live chat, social media.

Understand client motivations/expectations to validate a potential fit.

Training and development with planning, monitoring, and optimize the goals to meet targets.

Product meetings and provide valuable, timely, and effective feedback.

Providing solutions to different problems faced by customers by using different internal tools and co-ordinating with Team, Business customer service with an innate sense empathy for customer

Multi-functional sales, Client Account management, customer service, Client handling, Report Generation and business development role driving sales & operations of the other financial products serving overall HNI Clients.

Responsible for adhoc requests from the clients relating to the deliverables.

Persuading clients about business, service benefits, and how we work.

Manage administrative details on new client documentation & KYC processing.

Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.

Coordinate with product and research team for taking investment decision for the clients.


Sound expertise in sales excellent written and verbal communication skills.

Ability to learn and adapt to new skills.

Good communicator Strong presentation skills.

Ability to express thoughts clearly & professionally for fluent customer interaction.

Goal oriented, Positive attitude, Flexibility and Adaptability.

Strategic thinking, experienced in developing marketing strategies

Strong sales support and project management, leadership and training skills.

Decisive capable of delivering quick solutions to the marketing troubles.

Flair knowledge on Microsoft office & Advance Excel tools.


Have flair knowledge about stock market and financial industry both fundamentally and technically.


Name : Rahul N

Fathers Name : Nanjunda Rao K Date of Birth : 24 Nov 1991

Languages Known: Kannada, Hindi, English, Telugu and Tamil


I hereby declare that all the above information is true to the best of my knowledge and belief.

Bangalore Rahul N

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