Experiences in Customer Service, Administration, Operations, Sales & Revenue generation. Delivers excellent client services and building client relationships.
Overview
17
17
years of professional experience
Work History
Lead Customer Experience Manager
Angel Broking
04.2023 - 07.2023
Handling team of 30 Members.
Tracking daily performance of assigned team and sharing feedbacks to improve performance.
Managing team shrinkage, attrition.
Monitoring Real time call report to ensure average talk time & maintain (AHT) average handle time.
Keeping a close look at metrics like agent's staffed duration, active duration, and average call handling time, talk time, hold time.
Conducting call calibration sessions with the team & sharing feedback for improvement to ensure quality.
Adhering to system processes/policies. Root cause analysis, coaching team in maintaining quality & performances.
Achieving the assigned KPIs / KRAs by self and team.
Assistant Manager
Motilal Oswal Financial Services Ltd
12.2020 - 12.2022
Handling team of 40 members with Agents & 4 Team Leaders.
Monitoring daily sales call to ensure online acquisition process is followed, cross selling & revenue generation.
Keeping a close look at metrics like agent's staffed duration, active duration, and average call handling time, talk time, hold time.
Conducting call calibration sessions with the team & sharing feedback for improvement to ensure quality.
Regular team briefings on new product / process updates & discussing about the plan of action to improve the performance rankings & accordingly assign daily targets to meet the set goals.
Assistant Manager
IIFL Securities Ltd
10.2017 - 10.2020
Handling team of 25 Relationship Managers & 10 WFH freelancing agents dealing with online acquisitions & revenue generation.
Monitoring Real time call report to ensure average talk time & maintain (AHT) average handle time.
Keeping a close look at metrics like agent's staffed duration, active duration, and average call handling time, talk time, hold time.
Conducting call calibration sessions with the team & sharing feedback for improvement to ensure quality.
Managing shrinkage & attrition ratio to ensure maximum manpower utilization & achieving the monthly assigned team targets.
Deputy Manager
Kotak Mahindra Bank Ltd
12.2016 - 09.2017
Ensuring sales of Current/ Savings Account, Insurance, Mutual Fund & Other asset products from the Officers.
Managing & resolving complaints of customer escalated to Nodal or Senior Management.
Coordination with branch Managers, Channel Heads, Zonal Heads & other channels for quick resolutions to customer queries & closing the sale.
Coaching the team in maintaining quality & performances.
Root cause analysis & suggestions for process improvement to the concern team whenever required as per customer experiences & feed backs.
Administrative Supervisor
Power Tech Systems
06.2012 - 11.2016
Preparing reports such as expense reports, memos and invoices.
Performing basic clerical duties.
Arranging meetings and other events.
Maintaining company calendar and scheduling appointments with clients.
Managing office supplies stock and place orders prepare regular reports on expenses and office budgets.
Maintaining daily and weekly report.
Making outbound calls to different vendors and clients & preparing quotients as per customer requirements & Negotiating with vendors.
Processing clients request for surrender of prudential bonds partial surrender / full surrender.
To check all the details of the clients before proceeding with the request, like Market value reduction, early discontinuance charges and notifying Chargeable gain or deficiency in the policy.
Timely handling priority call back request received from the clients, financial advisers, Third party or Solicitors & giving quick resolutions to their queries.
Transferring the claim amount via different mode of payment like BACS payment (direct credit).
Cheque payment and Telegraphic transfers after taking telephonic verification as per the request received & achieving the assigned targets and meeting KPI parameters.
Senior Officer
ICICI Bank Ltd
06.2006 - 01.2011
Handling Queries related to Demat A/c and Trading A/c through phone and Emails with the help of software like FINACLE, DP Secure (NSDL System), I-View, Talisma and liaising with various departments in order to fulfill customer request / complaints & ensuring minimum TAT.
Participating in the programs conducted for the product, process improvement & forwarding suggestions to B.D.U (Business development team) for process improvement.
Cross selling products like Savings A/C, Current & Fixed Deposits.
Active participation in achieving team & organizational goals.
Talent Acquisition Specialist at Angel One (formerly known as ANGEL BROKING)Talent Acquisition Specialist at Angel One (formerly known as ANGEL BROKING)