Responsibilities:Proactively identify and acquire new clients through various channels (e.g., referrals, networking, leads)Conduct client meetings to assess their financial needs and risk toleranceRecommend suitable mutual fund investment options based on client profiles and market analysisProvide ongoing support and portfolio reviews to existing clients, ensuring their investment strategies remain aligned with their objectivesBuild and maintain strong relationships with clients, fostering trust and loyaltyAchieve sales targets and contribute to the growth of the Mutual Fund departmentStay updated on market trends, new fund offerings, and regulatory changesMaintain accurate records of client interactions and transactions.

Responsibilities:I used to work at Axis Bank prime channel (AVC) on off role(known as Teleperformance)as a relationship manager and I had been assigned a portfolio of 3K customers and I used to work on the SA deepening and new TD acquisition as per the assigned policy of the bank and used to pool the secured loan and unsecured loan from the portfolio and used to penetrate LI and GI as per the KRA.

Responsibilities:Input customer data into the database with high accuracy, ensuring data integrity and completeness.Verify and cleanse existing data to identify and correct errors, inconsistencies, and duplicates.Maintain database records by updating customer information, such as contact details, purchase history, and preferences.Generate reports and analyse data to identify trends, patterns, and insights that can support business decisions.Assist in database audits to ensure compliance with data quality standards and regulations.Collaborate with internal teams, such as sales, marketing, and customer service, to ensure data accuracy and consistency across different systems.Stay updated on data management best practices and contribute to the improvement of data processes.

About the Role:As a Customer Service Associate in the OYO process at Startek, I was in a crucial role in providing outstanding support to OYO customers. I was responsible for assisting guests with a variety of inquiries and requests, ensuring a positive and seamless experience with the OYO brand.Responsibilities:Respond to inbound customer inquiries via phone, email, or chat.Assist customers with hotel bookings, modifications, and cancellations.Provide information about OYO hotels, amenities, and services.Resolve customer complaints and issues related to their stay.Maintain a high level of customer satisfaction and adhere to service quality standards.