Customer Service Sales

Rajeev Bhardwaj

** *** *****, **********, ** L*H*A8

647-***-****, **************@*****.***

Customer services/sales

Profile

Over 15 years of experience in business development, sales and customer relationship management

IFC,OTL certified and Certified Financial Planner (CFP)

Excellent listening and underwriting skills for Personal loans,,credit cards,,GIC, life insurance

Analyzing customer needs and offering solutions relates to financial planning (covering all aspects i.e. Personal loans, life insurance and annuities

Proven track record of achieving challenging sales targets

Fluent in English,Hindi and Punjabi

Achievements

Achieved CAD 200,000 sales In Personal Loans monthly within 6 months (2012-13)

Over achieved personal loan targets for 7 consecutive months (2014-2015)

Awarded 4 overseas trips for outstanding sales performance (2006- 2009)

Promoted within 9 months from Sr. Sales Manager to Associate Partner (2009-2010)

Achieved a certificate as “Expert in Ready Cash” from Citi Bank Regional Director

Professional Experience

Sep 2015 onwards 10/03/2015

A&A Wireless

Sales and customer service associate

Actively engage with customers face to face

Assisting customers with finding the best products

Build rapport with the customers to ensure future business

Provide excellent customer service to all customers

Professional Experience

mymoneymantra

Manager Personal loans May’12-May’15

• Handle customer calls and their grievances

• Coordinated with the credit department to expedite loan process and ensure customer's satisfaction

• Coordinated various marketing events organized by different banks

• Ensured Standard operating procedures to be followed

DLF Pramerica Life Insurance Co.

Associate Partner Oct'10-May'12

• To provide financial protection to the families through a team of Sales Managers and business advisors analyzing their needs

• Recruitment of Sales Managers business advisors training and their development

• Met monthly commitments in terms of targets

• Ensured smooth customer service after sales

Academic Credential:

• Bachelors of Commerce

• Diploma in Marketing Management

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