To achieve assigned business targets and enhance the net worth of relationships by upselling & cross-selling AMCs mutual fund products.To acquire clients, create their risk profile and suggest suitable schemes as per their investment objective & risk appetite.To ensure regular connect with all the mapped clients through regular calls.Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues.To be a single point of contact for the assigned set of clients and ensure the highest standard of service delivery.To stay well versed and updated about all the schemes offered by the fund house.Making pre budgeted no of outbound calls.Responsible for managing assigned no. of leads and opening targeted no of demat accounts.Online documents uploading and getting it processed.Providing clients with Demo & handhold to initiate trading activities after account opening.Follow-up with the given leads in a pre-set TAT to get more conversion ratio. I was worked with petpooja its a IT software for restaurants, bakery shops who want to manage their stocks and billing digitally I have to guide how to do purchase and transfer,closing etc. I have to handle clients Inventory quarries and development tasks from clients learning who using our services.Currently I'm working in NSEG india pvt ltd as process associate my roles are given below-- Handle customer queries related to trucking services, ensuring accurate and timely information is provided.- Address and resolve customer concerns or issues in a professional and efficient manner.- Collaborate with team members to maintain high service standards.- Ensure all interactions are in line with company policies and procedures.- Achieve performance targets to qualify for attractive incentives.- Provide feedback to management for process improvement and customer satisfaction.