Customer Service, Sales

POOJA SINHA

437-***-**** *****.********@*****.*** www.linkedin.com/in/PoojaJagtapSinha

Work Experience

Result oriented professional with over 5 years of experience in Retail banking, Financial Planning, Mutual Fund Sales, Customer Service and Product Operations

Successfully managed portfolio of $2 M of around 50 High Net Worth clients in a biggest pvt sector bank.

Entrepreneurial experience of 3 years in a startup. Managing people, Finance, Operations, Sales and Marketing

Proficient in MS Office Suite, Power Point, Strong PC and Keyboarding skills, positive use of Internet and E-Mail

Good knowledge of banking systems, branch routines, operating procedures for KYC and security processes Professional Accomplishments

Pan India #1 Relationship Manager in FY 2007 in Revenue achievement of $100,000 and thus got the Best Appraisal

Winner of National Level Life Insurance Contest and many local campaigns of ICICI Bank FY 2007

Assisted the Bajaj Finserv Top Management in launching the company’s various activities viz., Empanelment of the company with AMCs, Pilot process of Mutual Fund Trading Online Portal, Data collection for Sales Support Skills Summary

Financial Planning

Understood High Net Worth Clients priorities and preferences proactively, analyzed needs and provided the customers wealth management advisory services while managing their investment portfolio to help them achieve their short and long term financial goals

Suggested various investment options as per risk taking capacity of the clients to grow their wealth and quarterly reviewing their financial plans and mending the gaps, if any, and safeguarding against any exigency Sales

Sold revenue generating products viz., Mutual funds, Life insurance, General insurance, Portfolio Management Services, Gold, Trading account, GIC, Loans, Mortgages, etc., to clients as per their needs

Promoted sales of investment products through various drives, presentations and trainings to different banking channel partners, advisors and generated business through them, B2B sales in Asset management company.

Generated leads for new customer acquisition and cross sell products through phone calls, mailers and personal meetings

Customer Service

Provided excellent services to have effective and strong relationship with the clients by timely resolving their inquiries or issues, if any, through phone calls, business visits, in house meetings and emails

Extended continuous support through product presentations to the distributor channel of corporate clients for product/scheme updates, Market insights, Timely execution of Trade transactions, Risk Assessments with strong customer focus and service orientation

Employment Synopsis

Bonzer FoodBoxz Pvt Ltd, India 2015 – 2018

Director

Bajaj Finserv (Bajaj Financial Solutions Ltd & Bajaj Finance Ltd), India 2010 – 2013 Financial Planner; Product Manager – Cross Sell

Birla Sun Life Mutual Fund, India 2008 – 2009

Relationship Manager – Banking Channel

ICICI Bank Ltd, India 2006 – 2008

Wealth Manager – Private Banking Department

Education Credential and Certification

Investment Funds In Canada, Canadian Securities Institute, Canada June 2019 Master in Business Administration – Marketing, India 2004 – 2006 Bachelor of Commerce, India 2001 – 2004

Contact this candidate