I have demonstrable working experience within the vertical of Investment Advisory in the financial services industry. I have specialties in Client Relationship Management, Client Servicing, Portfolio Analysis, Financial Analytics, Back-end Operations, Client Support. I have strong expertise in data analysing using Microsoft Office, Management. Strong professional with a PGDM focused in Finance and Marketing from Doon Business School.
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Career CounselorAnd AcademyDelhi, India -
Academic Counselor - Sales ManagerWhitehat Jr Dec 2021 - Sep 2022Gurugram, Haryana, India• Handled customer relations issues, enabling quick resolution, and client satisfaction.• Assistance provided as liaison between students, parents and academics in regard to growth and learning.• Generating new clients and maintaining relations with existing clients for betterment of organization concerning sales target achievement and bringing revenue to the company.• Managed over 120 calls per day and hence increased sales target by 11% MoM. -
Customer Service OfficerAxis Bank Feb 2020 - Aug 2020Delhi, IndiaService Relationship Management: Acquire new customers and build relationships with existing customers.Attend to customer sales/financial enquiries.Facilitate the account opening & on-boarding process. Banking Operations:Managing Banking Operations inclusive of implementing short/long term plans.Ensuring compliance to rules and regulations of the bank including latest circulars & notifications.Client Relationship Management: Managed customer centric operations, forwarding customer instructions to the concerned departments and ensuring customer satisfaction.Managing the overall functioning of process, identifying improvement areas and implementing adequate measures for customer satisfaction.Ensure resolution of all complaints received for branches through service quality.Gather/prepare statistics for service quality and productivity indicators. -
Assistant ManagerSpa Capital Services Ltd. Feb 2018 - Sep 2019DelhiProviding financial planning for HNI individuals.Revenue generation from new and existing clients (Revenue and quality acquisition focus).Acquisition of HNI/corporate clients through wealth advisory services like Mutual Fund, Bond, CP’s etc. Building new relationships for revenue generation and increasing depth in existing relationships.Profiling clients for risk appetite analysis & to do a financial planning by constructing FINACIAL PLAN for individuals.Strengthening and enhancing customer relationship by periodic review of their investment portfolio and increasing Asset Under Management through various product baskets. -
Cs&O AnalystRoyal Bank Of Scotland Business Jun 2015 - Sep 2017DelhiMonitor daily operation to ensure free flow process and also supervise the executive of daily tasks.Collaborate with team members and other departments to develop best practices for successful banking operations.Awarded Star Performer award for exceptional performance.Won appreciation for hard work from Client.Operations and Analytic. oRole – Process Associate.oProcess – Backend processing of Account maintenance & Documentation. oProduct – Retail Banking of United Kingdom.Personal and Business Bankin -
InternHdfc Amc May 2014 - Jun 2014Mumbai
Ravi Muchhal Education Details
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Finance And Marketing -
Bachelor Of Business Administration - Bba -
Ratlam Public Sr. Sec. SchoolCommerce -
Carmel Convent Sr. Sec School Nimach10
Frequently Asked Questions about Ravi Muchhal
What company does Ravi Muchhal work for?
Ravi Muchhal works for And Academy
What is Ravi Muchhal's role at the current company?
Ravi Muchhal's current role is Career Counselor.
What schools did Ravi Muchhal attend?
Ravi Muchhal attended Doon Business School, Devi Ahilya Vishwavidyalaya, Ratlam Public Sr. Sec. School, Carmel Convent Sr. Sec School Nimach.
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