Data-Driven BFSI Customer Service & Sales

VIKAS NAGAR

Baran, Rajasthan ****** +91-823******* *********@*****.*** LinkedIn Profile

PROFESSIONAL SUMMARY

Quantitative professional with a strong foundation in mathematics, data analysis, and education, transitioning into Banking, Financial Services, and Insurance (BFSI) customer service and sales. Skilled in client communication, query resolution, relationship management, structured problem-solving, and performance analysis. Proven track record of improving outcomes through data-driven planning and clear stakeholder communication; eager to apply strong customer handling, product knowledge, and attention to detail to deliver excellent customer service and drive satisfaction in a BFSI role.

CORE SKILLS

•Customer Service, Query Resolution & Complaint Handling, Customer Satisfaction

•Sales & Client Relationship Management (CRM), Lead Generation, Client Retention

•Banking & Financial Product Knowledge, Financial Literacy, Compliance & Record-Keeping

•Data Analysis, Problem Solving, Performance Analysis, Attention to Detail

•MS Excel (VLOOKUP, HLOOKUP, Pivot Tables, Data Filtering, Formulas), MS PowerPoint, MS Word, Report Generation

•Communication (English & Hindi), Team Leadership, Time Management, Stakeholder Engagement

PROFESSIONAL EXPERIENCE

Math Teacher — Shubham School Baran, Rajasthan

July 2025 – April 2026

•Analyzed performance data and metrics for 100+ students to design structured, data-driven learning plans, improving overall class performance by 15%.

•Communicated complex quantitative concepts clearly to students and parents, strengthening stakeholder satisfaction and engagement — a direct parallel to client-facing financial advisory conversations.

•Managed scheduling, administration, and progress tracking for multiple student cohorts, demonstrating strong time management and organizational skills.

•Collaborated with a team of educators to plan and execute academic initiatives, aligning individual contributions with broader institutional goals.

EDUCATION

Bachelor of Education (B.Ed.)

Amritam Teacher Training Institute, University of Kota — Baran, Rajasthan CGPA: 7.7/10 2023 – 2025

Bachelor of Science (B.Sc.) — Physics, Chemistry, Mathematics (PCM)

University of Kota — Baran, Rajasthan Score: 80.09% 2020 – 2023

LANGUAGES

•Hindi — Fluent

•English — Intermediate

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