Atharva Saraf Email & Phone Number

I am Mechanical Engineer and MBA Finance by qualification and Data Scientist by passion. Also gone through NISM Certified Exam for Mutual Distributor VA Exam.In 2017, after clearing the B.E Mechanical, I have started preparing for the civil services for a year, with in this span I have going through 100+ Gov. Exams. In 2018 I joined Indomobil Sales & Services a partner Hero – MotoCorp Ltd, In which My experience with Customer Relation Management at Indomobil made me privy to the challenges faced by customers, such as lack of access to about customer services and welfare of customers, thereby impacting overall Service quality.For me, unlocking the potential of Service Industry seemed the right way ahead and thus, in late 2020 I started to join the finance service industry after completion of MBA and then gone through various financial models, which has since culminated in Mutual fund and Insurance sector, a freelancing started with the vision not only to facilitate learning but also to accelerate and provide best service as well as to improve the financial growth of clients.Also I have currently going through Data Science program with ExcelR solutions, I have been striving to create a multi skill sets and forward future growth in Artificial Intelligence.How do i help customers to grow their wealth?1) Understand the need & interest of investment2) Suggest potential Investment plans & Risk calculation needed3) Equip peoples with the right knowledge base4) Enable clients to make an informed decision about investment5) Drive campaigns to specific resources on the digital platform6) Provide Information & ConsultationMy Goals at Financial Industry:1) Facilitating in selecting the right product ahead.2) Providing the right blend of investment product & risk protection.3) Enabling profitability of customersWorking Skills learned at workplace -Having design software knowledgeManaged efficient teams of up to 50 employees. Protected company assets with strategic risk management approaches. Managed CRM database, including troubleshooting, maintenance, updates and report generation. Managerial experience. Documentation and reporting Customer service management. Technical support. Quality Assurance. Policy and procedure modification

Listed skills include Microsoft Office, Customer Service, Management, Microsoft Excel, and 9 others.