Channel Partner - RedBeryl
(2025-12 - 2026-04)
- Sourced and engaged potential clients, resulting in increased interest in premium membership programs
- Conducted initial discussions and presented membership offerings to align client needs with program benefits
- Evaluated client fit against defined eligibility criteria
- Coordinated introductions to facilitate client engagement and streamline internal review and approval processes
Luxury lifestyle Ambassador - RedBeryl
(2025-08 - 2025-11)
- Engaged potential clients for premium lifestyle memberships, building lasting relationships that enhanced client loyalty
- Presented membership offerings, addressing client queries to enhance understanding and interest
- Facilitated initial client interactions to identify needs, enabling personalized follow-ups that increased client satisfaction
- Supported client engagement aligned with business requirements
Senior Relationship Manager - American Express
(2013-02 - 2025-05)
Senior Relationship Manager· Drove revenue generation and business acquisition through self-generated leads and referral sourcing of premium and super premium credit cards for HNI and Ultra HNI clients.· Successfully managed end-to-end client acquisition through face-to-face meetings at customer offices and residences, delivering personalised financial solutions aligned with client requirements.· Consistently achieved sales and portfolio growth targets through consultative selling, relationship management, and strategic customer engagement.· Performed detailed customer profiling, due diligence, documentation verification, and onboarding while ensuring strict adherence to KYC, compliance, and regulatory guidelines.· Built and maintained strong long-term relationships with high-value HNI and Ultra HNI clients, resulting in enhanced customer satisfaction, retention, and repeat business opportunities.· Collaborated effectively with cross-functional teams to resolve customer concerns and ensure seamless client servicing and portfolio management.
- Promoted 4 times during tenure at American Express
- Recipient of multiple performance and business excellence awards
- Big Leap Winner (Pan India Top Performer), 2019
- Champion Trophy Winner, 2019
- Consistently recognised for high productivity, customer acquisition, and relationship management performance
Sales Officer – CASA - ICICI Bank
(2012-06 - 2013-02)
- Facilitated account opening and onboarding processes, ensuring compliance and enhancing customer experience
- Processed loan applications, adhering to banking regulations and contributing to seamless customer transactions
- Addressed customer inquiries and provided timely assistance, enhancing service quality and customer satisfaction
- Collaborated with team members to streamline operational workflows and improve efficiency
Sales Officer – Car Loans - ICICI Bank
(2010-08 - 2012-05)
- Guided clients through loan application process, providing tailored financial advice to align with individual needs
- Processed loan applications and verified eligibility, ensuring timely approvals for clients
- Oversaw customer accounts, ensuring adherence to bank policies and enhancing client satisfaction
- Coordinated interdepartmental communication to streamline operational workflows and improve service delivery
Pre-Sales Coordinator - Sparsh BPO
(2009-04 - 2010-04)
- Coordinated lead tracking and follow-up processes to increase engagement with potential clients
- Coordinated daily sales operations, facilitating smooth workflow and effective communication among team members
- Managed client inquiries, delivering timely responses to boost client satisfaction
- Assisted in preparing sales reports using CRM software for team review
Customer Service Associate - Barclays
(2008-04 - 2009-04)
- Addressed customer inquiries, providing timely and accurate responses to increase satisfaction
- Assisted customers with inquiries and resolved account issues to improve service experience
- Resolved complaints while ensuring high customer satisfaction
- Informed clients about product features and service options to facilitate informed decision-making
Management Information System) Executive - National Consumer Helpline
(2007-08 - 2008-02)
- Led team in addressing consumer inquiries and resolving complaints, resulting in increased customer satisfaction
- Streamlined complaint reporting process to improve data accuracy and ensure integrity
- Developed training materials for new staff, enhancing understanding of consumer rights and promoting compliance
- Coordinated outreach programs to educate the public on consumer issues
Teaching & Admin - Shemrock Seedlings
(2007-02 - 2007-07)
- Developed targeted teaching strategies that increased student engagement and improved learning outcomes
- Proposed innovative ideas that enhanced team collaboration and led to successful project completions
- Collaborated with diverse coworkers to achieve goals and resolve product and service-related issues
- Executed daily tasks that aligned with team objectives, ensuring timely support for overall workflow
Teaching & Admin - Meadow Brooke
(2006-07 - 2007-01)
- Facilitated teaching sessions and supported curriculum development aligned with educational standards, enhancing student understanding and engagement
- Proposed innovative ideas and solutions that positively influenced team performance and project outcomes
- Collaborated with diverse coworkers to achieve goals and resolve issues related to products and services
- Executed daily operational tasks to maintain smooth workflow and support team objectives
