Prerak Kotecha

• Delivered exceptional in-store service to a diverse customer base, contributing to increased daily foot traffic retention and sales performance.
• Successfully met and exceeded monthly sales targets through strategic upselling, product knowledge, and real-time customer engagement.
• Handled complex situations, including return/refund disputes, complaints, and escalations, by applying active listening and professional communication.
• Conducted inventory audits, identified discrepancies, and coordinated with logistics teams to enhance stock accuracy and reduce shrinkage.
• Maintained a clean, organized, and safe environment on the sales floor and at the cashier station to ensure a positive brand experience.
• Assisted with POS operations, end-of-day cash reconciliation, and ensured 100% accuracy in daily transaction reports.

Key Achievement: Received informal recognition from the store manager for customer-first attitude and ability to convert walk-ins into high-value transactions.

• Managed a diverse portfolio of clients by providing holistic financial planning services including investment strategies, life insurance solutions, and goal-based advising.
• Designed customized plans incorporating mutual funds, fixed deposits, term insurance, ULIPs, and retirement schemes.
• Built trust-based relationships with clients, resulting in high client retention and consistent referrals.
• Collaborated with underwriting, compliance, and operations teams to streamline application approvals and reduce processing delays.
• Maintained up-to-date documentation and ensured compliance with regulatory frameworks and internal risk guidelines.

Key Achievements: Grew client portfolio by 20%; boosted satisfaction by 15%; contributed to 25% increase in firm revenue.