Customer Service Manager

Rajinder Singh Sachdev

***, ****** ********* *, *** oshiwara link road, lokhandwala, andheri (w), mumbai 400053.

e-mail: ************@*****.*** mb: +91-977*******

Career Objective: Seeking a marketing position with an organization where demonstrated skills in marketing,

administration, and sales can be used to increase profitability and promote growth.

Current Employer: HDFC Life - Banc assurance

Experience: April 8, 2013 – September 30, 2014

Designation: Sr. Corporate Agency Manager

Role and Responsibilities:

• Responsible for managing end to end business acquisition activities related to Insurance products.

• Demonstrate Strategic sourcing experience and lead supplier selection, negotiation and supplier management, and

identify cost savings opportunities.

• Ensure adherence to all the policies and Standard Operating Procedures (SOP) of the Bank and HDFC Life while

performing sourcing activities.

• Demonstrate category procurement experience, formulate and implement strategy.

• Demonstrate strong negotiation and supplier management skills.

• Evaluation, Negotiation, Contracting and carry out market analysis.

• Responsible for identification of cost saving initiatives and drive cost savings.

• Demonstrate strong customer focus (internal stakeholders) and strong internal collaboration.

• Responsible for day to day management of service and sales activities.

Previous Employer: Reliance Money Solutions

Experience: October 29, 2012 to March 18, 2013

Designation: Sr. Relationship Manager

Role and Responsibilities:

• Up Selling and cross selling of all the products of Reliance Securities.

• Managing the Investment Portfolios of the Individual Clients based in different locations.

• Generate new client acquisition for Savings, Trading and Demat account.

• Provide services to the existing clients and resolving their queries within TAT.

• Consistently liaise with the client for any new investments to be made.

• Update all the assigned clients on new product launch by Reliance Securities.

• Also monitor their portfolio on timely basis to calculate the unrealized/ realized profits/ losses in his portfolio and

churning the same accordingly.

• Advising the clients on the different opportunities available for them to maintain a balanced portfolio based on

their risk appetite.

• Assisting clients for their Financial Planning with the sources available within Reliance Securities.

Previous Employer: Aviva Life Insurance

Experience: March 2, 2012 to October 26, 2012

Designation: Sr. Financial Planner

Role and Responsibilities:

• Closely monitor the client’s requirement and explain them about their needs such as savings, protection, pension,

retirement.

• Plan for their financial futures by offering information and guidance on topics that include taxes, investments and

insurance decisions.

• Personally interact with clients to assess their financial situation in order to present a financial plan that includes

both short- and long-term financial goals.

• Helps clients with financial planning decisions for retirement, education, day-to-day expenses and investments.

Previous Employer: Blue Star Vision Pvt. Ltd.

Experience: May 2008 – February 2012

Designation: Production Manager

Role and Responsibilities:

• Manage all the aspects of production scheduling and budgeting.

• Prepare production schedules or script breakdowns to confirm that sufficient time has been allocated for all aspects

of the production process.

• Coordinate with required personnel for effective shooting, cost effectiveness, and Just-in-time process execution.

• Maintain and share daily updates, deal with any contingencies and prepare alternative plans.

• Ensure contract preparation to all Health and Safety requirements in place.

• Ensure all cast and crew members' work are in compliance with relevant agreements and regulations.

Academics:

Year Qualification School/College University Grade

2013-16 PTMBA in MET College, Bandra University of Mumbai Pursuing

Marketing

2008-11 T.Y.B.Com G.N. Khalsa College, University of Mumbai Second Class

Matunga

2007- 08 H.S.C. G.N. Khalsa College, Maharashtra Board Second Class

Matunga

2005-06 S.S.C. G.N.Higher Secondary Maharashtra Board Second Class

School, Sion

Skills and Experience:

• Overall experience of 6 years in Procurement and Production management.

• Experience in managing Customer Service and Investment portfolio management.

• Hands on experience in using Office Applications like MS Outlook, Word, Power point and Excel.

• Proven time management skills, strong influential skill & results orientation.

• Excellent communication and Strong negotiation skills.

• Self-starter and excellent team player.

Areas of Interest:

Listening to Music, Travelling, and Reading Books.

Personal Information:

Date of Birth : May 29, 1989

Languages Known : English, Hindi, Marathi & Punjabi

Declaration:

I hereby declare that all the statements made in the above Curriculum Vitae are correct to the Best of my knowledge and

belief.

Place: Mumbai

Date:

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