Mrigank Rathi Email & Phone Number

Halifax, Nova Scotia, Canada

• Engage clients to comprehend and satisfy their present and future products and service needs by offering them with advice in a proactive manner.
• Provide a legendary customer service experience to customer.
• Responding to customer requests, problems and complaints rapidly and effectively.
• Achieved & exceeded sales and cross-sale targets on a consistent basis

Halifax, Canada Area

• I am responsible for ensuring legendary customer service experience to our clients.
• I ensure 100% authentication process and correct data collection of clients.
• I am responsible for cross sell quotes, collection of payments and resolving client issues.
• I ensure a 100% score on the call quality parameters.

Ahmedabad Area, India

• Conducted corporate seminars and articulated the effectiveness of Financial Planning.
• To date, a customer base of even more than 250 active customers was been established.
• Post client sign off, collect data for customer’s current investment and analyze financial records.
• Conducted need analysis and involve customers in discussions and brainstorming where data is shared and set financial goals.
• Developed, executed and tracked financial plans for individuals.
• Build investment plans for clients and advise on mutual funds, insurance plans to maximize clients’ investment goals.

Bangalore

• Served as Head of Policy Ownership Service and ensured delivery in line with the agreed turnaround time (TAT) and quality of processing.
• Analyzed information processing through fish bone analysis and enhanced on top 5 processes which helped to decrease client complaints by 25% in 3 months time.
• Built SOP’s for policy servicing processes that helped in increasing efficiency of team by 50%.
• Negotiated with outsourcing companies on data entry work, cost and quality parameters.

Ahmedabad

• Ensured error free business processing of new insurance proposal forms within agreed TAT including scrutiny, initial underwriting, data entry, banking, and dispatch to regional processing centre.
• Conducted quality assurance on imaging and workflow process. Assisted in defining and testing of initial setup for a successful rollout.
• Provided monthly feedback on discrepancies in quality of business logged to sales department and trained sales agents to increase efficiency.
• Liaised with medical centers to understand internal controls and conduct customer service surveys to ensure clients attending medical tests have a satisfactory experience.
• Reviewed branch profitability in terms of managing & controlling expense books.
• Secured a satisfactory rating of 95% for two consecutive years in internal audit for operations.

Mumbai

Monitoring customer service and branch operations for whole of 18 Branches for West Zone that includes Maharashtra, Gujarat, Madhya Pradesh, Chhatisgarh and Goa.

Ahmedabad

Handling Operations and Customer Service of HNI Client for Rest of West Zone that includes Gujarat, Maharashtra (Except Mumbai) & Madhya Pradesh.

Ahmedabad

Handling branch Operations and policy servicing of Ahmedabad & Surat Branch.

Ahmedabad

Managing trade settlement for Ahmedabad Stock Exchange

Bachelor Of Commerce (Bcom), Advance Accountancy & Auditing, A

Higher Secondary, Commerce, A+