Care Representative Service
Resume:
HETAL UDDESHI CUSTOMER CARE REPRESENTATIVE
*******@*****.***
BFSI Professional with 10+ years of experience as Customer Service representative and Sales. Managing long term portfolios and help clients achieve short term goals. Contributed towards company’s growth by achieving sales target.
SUMMARY OF SKILLS
Strong people skills with high integrity and a team attitude,
Productive relationship builder: excel at listening to customer needs, articulating product
benefits and creating solutions that provide value to the customer
Solid knowledge of finance concepts, including NOI returns, cash flow returns, internal
rate of return, debt yields, valuation methods and capital markets
Ability to execute the stock trades agilely in a shifting market environment
Theoretical and practical knowledge of banking and derivatives; Verification and
management of cash flows
Self-starter with ability to multi-task and manage changes effectively
Outstanding analytical, problem solving and decision-making skills
Demonstrated organization and time management skills with great attention to detail
Proficient in Microsoft products: Word, Excel, PowerPoint, and Outlook
Team-oriented, dependable, reliable and able to perform duties with minimal supervision.
ACCOMPLISHMENTS
Awarded for excellent sales performance
Awarded as a Premium Leader for selling 10 policies a month
Awarded as a Career Agent
Awarded Agent for Life Award by Max New York Life
Awarded Star Employee for creating New Performance linked pay structure module
RELEVANT WORK EXPERIENCE CUSTOMER CARE REPRESENTATIVE
Deliver exceptional Customer Service by identifying clients’ banking needs and providing accurate information and guidance on Bank’s suite of products and offerings
Work with and advise customers in opening accounts and performing transactions
Handle clients’ inquiries, queries and issues in professional and timely manner
Increase referral business by 27% in 2005. Initiate an aggressive campaign of cold
calling, offering referral incentives and participating in networking events
Meet and frequently exceed the financial objectives of represented clients
Provide sound financial, insurance and wealth-management services to protect and grow
clients’ assets
Assess risk tolerance and investment/risk-management goals to recommend solutions
optimally suited to client needs
Interact with various PMs and investment teams
HETAL UDDESHI
647-***-**** *******@*****.***
RELEVANT WORK EXPERIENCE CUSTOMER CARE REPRESENTATIVE
Collaborate with internal businesses to minimize stock borrow cost and monetize internal house positions
Identify opportunities for improved process flow
Analyze qualitative and quantitative information and translate into strategic deliverables
Conduct and provide support in the coordination of investor meeting logistics
Risk-management of the existing portfolio and helped in the execution of live deals,
including pricing, draft term sheets, order books, etc., in various currencies
Contributed to the preparation and writing of transaction reviews, preparation of client PowerPoint presentations and marketing material, preparation of deal-related and non-
deal related marketing material
WORK EXPERIENCE
Freelancer/Event Planner and Coordinator November 2020 – Present
Customer Handling and Sales April 2008 – September 2015 Infinor Equities Pvt Ltd, India
Licensed Insurance Agent and Customer Service Representative
Max New York Life Insurance Co. LTD, India
EDUCATION
Federal Income Tax Level 1 Certificate
H&R Block Training Academy, Toronto ON
Bachelor’s Degree in Commerce
S.K. Somaiya College of Commerce, Mumbai, Maharashtra, India
REFERENCES AVAILABLE UPON REQUEST
Mar 2003 – Oct 2008
Contact this candidate