Rajeev R Email & Phone Number

Trivandrum, Kerala, India

Bengaluru, Karnataka, India

Successfully managed a large team of Digital Relationship Managers (DRMs) and Digital Wealth Partners (DWPs) across India, overseeing high-volume diversified portfolios and wealth management.Implemented effective strategies to drive business growth and increase client acquisition, resulting in a 20% increase in revenue within the first year.Expertly managed a wide range of financial products, including Mutual Funds (MFs), Corporate Fixed Deposits (FDs), Portfolio Management Services (PMS), Composite Insurances (Life, General, and Health), Alternative Investment Funds (AIFs), Non-Convertible Debentures (NCDs) and Market Linked Debentures (MLDs), Initial Public Offerings (IPOs) and Unlisted Stocks, Long-Term Capital Gains (LTCG) Bonds, and Credit Cards.Developed and maintained strong relationships with clients, providing personalized financial advice and guidance to meet their individual needs and goals.Led the team in delivering exceptional customer service, ensuring high levels of client satisfaction and retention.Maintained accurate and up-to-date records of client interactions and transactions, ensuring compliance with regulatory requirements.Communicated complex financial concepts in a clear and concise manner, avoiding jargon and technical terms for better understanding.Conducted regular performance evaluations and provided coaching and mentoring to team members, fostering a culture of continuous learning and professional development.

Bengaluru, Karnataka, India

Served as a Senior Subject Matter Expert at Navi, overseeing a large team of Relationship Managers (RMs) across India and managing high volumes of Health Insurance and Mutual Fund products in a B2C model.Successfully led and mentored a team of RMs, ensuring their adherence to company standards and achieving targets for customer acquisition and product sales.Developed and implemented effective strategies to promote Mutual Fund and Health Insurance products, resulting in a 20% increase in sales and revenue.Collaborated with cross-functional teams to streamline processes and improve operational efficiency, reducing turnaround time for customer inquiries by 30%.Maintained a comprehensive understanding of Mutual Fund and Health Insurance products, providing expert guidance and support to RMs and customers.Ensured consistent and clear communication with team members and stakeholders, avoiding industry jargon and using language easily understood by all.Conducted regular training sessions for RMs, equipping them with the knowledge and skills necessary to effectively sell and service Mutual Fund and Health Insurance products.Diligently proofread all official documentation and reports, ensuring accuracy and professionalism in all communications.

Bengaluru, Karnataka, India

Managed a diverse portfolio of clients in the B2C and B2B sectors, providing exceptional customer support and ensuring their satisfaction with health-related products.Effectively communicated with clients, addressing their queries and concerns in a clear and concise manner, resulting in a 20% increase in customer satisfaction ratings.Developed a deep understanding of health insurance and healthcare products, enabling me to provide accurate and relevant information to clients, leading to increased sales and customer retention.Collaborated with internal teams to resolve complex customer issues, demonstrating strong problem-solving skills and a commitment to delivering excellent service.Maintained detailed records of customer interactions and feedback, facilitating efficient follow-up and ensuring a personalized approach to customer support.Consistently adhered to company guidelines and policies, ensuring a consistent and professional approach in all customer interactions.Avoided technical jargon and used simple language to explain complex health-related concepts, ensuring clarity and understanding for clients from diverse backgrounds.Conducted regular quality checks on customer support processes, identifying areas for improvement and implementing solutions to enhance efficiency and effectiveness.

Bengaluru, Karnataka, India

Provided exceptional customer support services, ensuring customer satisfaction and resolving issues in a timely manner.Effectively communicated with customers to understand their needs and provide appropriate solutions.Demonstrated strong problem-solving skills, resolving customer complaints and inquiries efficiently.Collaborated with cross-functional teams to address customer concerns and improve overall customer experience.Maintained accurate and detailed records of customer interactions and transactions.Consistently met or exceeded performance targets, including response time and customer satisfaction metrics.Adapted quickly to changing customer demands and industry trends.Contributed to the development and implementation of customer service strategies and initiatives.

Chennai, Tamil Nadu, India

Managed a diverse portfolio of clients in the B2C education sector, providing exceptional customer support and guidance throughout the admissions process, resulting in high levels of customer satisfaction and retention.Addressed client inquiries and concerns promptly and effectively, ensuring a seamless customer experience and resolving issues to their satisfaction.Developed and maintained strong relationships with clients, serving as their primary point of contact for all education product-related queries, fostering trust and loyalty.Collaborated with internal teams to resolve client issues, leveraging cross-functional expertise to provide timely and effective solutions.Actively promoted and marketed education products to prospective clients, resulting in a 20% increase in product sales and revenue.Maintained accurate and up-to-date records of client interactions and transactions, ensuring efficient tracking and follow-up for effective account management.Communicated with clients in a clear and concise manner, avoiding technical jargon and using language easily understood by non-education professionals.Conducted regular training sessions for clients, providing them with in-depth knowledge and understanding of the education products offered, empowering them to make informed decisions.

Diploma In Buisness Managment

Diploma of Education, Buisness Managment.

High School Education

High school education, Class of 5 to 12th.

Primary Education

Primary Education, class of 1st to 5th.