Customer Service & Sales Operations Executive

SAPNA KUMARI

Austin, TX +1-408-***-**** **************@*****.***

PROFESSIONAL SUMMARY

MBA graduate with specialization in Marketing and Human Resources, having 3 years of experience in Sales and client relationship management. A results-driven professional with a proven track record of driving revenue growth while ensuring high levels of client satisfaction. Skilled in supervising operations, achieving sales targets within stipulated timelines, and building strong professional relationships. Possess strong communication, leadership, team collaboration, and problem-solving abilities with adaptability to dynamic business environments. Currently based in the USA with valid H4 EAD work authorization and actively seeking opportunities in Sales, HR, Marketing, Administration, Customer Support, and Work-from-Home roles.

CORE SKILLS

Sales & Business Development

Client Relationship Management

Customer Retention & Engagement

CRM Systems & Operations

Market Research & Customer Analysis

Financial Products & Advisory

Team Leadership & Collaboration

Communication & Negotiation

Problem Solving & Decision Making

Microsoft Office (Excel, Word, PowerPoint)

PROFESSIONAL EXPERIENCE

Executive – Customer Service & Executive Coordination (CSEC)

Cholamandalam Investment and Finance Company Limited Jan 2018 – Dec 2018

Managed customer service operations and handled client inquiries related to financial products.

Strengthened client relationships, improving customer satisfaction and retention.

Coordinated documentation and account management processes to ensure timely service delivery.

Collaborated with internal teams to resolve issues efficiently.

Assistant Floor Manager

Research Guru Sep 2017 – Jan 2018

Supervised daily operations and supported team members in achieving sales targets.

Managed client interactions related to equity and commodity advisory services.

Maintained CRM data and ensured high levels of customer satisfaction and retention.

Contributed to process improvements and operational efficiency.

Assistant Relationship Manager

Bonaz Capital Investment Advisory 2016 – 2017

Generated new business opportunities and managed client investment portfolios.

Advised clients on equity and commodity market products.

Built strong client relationships through consistent communication and service.

Assistant Relationship Manager

Capital Aim Financial Advisory Pvt. Ltd. 2015 – 2016

Led customer acquisition and retention initiatives for financial advisory services.

Conducted needs analysis and recommended suitable investment solutions.

Managed and mentored a team of 8–12 members to achieve sales targets.

EDUCATION

MBA, Marketing & Human Resources

Shankara Institute of Technology (RTU), India 2013 – 2015

Bachelor of Science (Biotechnology)

Vinoba Bhave University, India 2010 – 2013

CERTIFICATIONS

NISM Certified – Equity Derivatives (Module VIII)

ADDITIONAL INFORMATION

Strong understanding of equity and commodity markets

Academic exposure to employee engagement and organizational behavior

Excellent presentation and communication skills

Experience with event coordination and public speaking

Adaptable and comfortable in dynamic work environments

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