Ritik Malviya
Tele Sales Executive | Process Associate | Recruitment and Development Manager
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About
Results-driven professional with 1.5+ years of experience in BPO, financial services, and insurance sales. Skilled in customer handling, CRM tools, and financial products including Demat accounts, SIPs, and mutual funds. Strong communication and problem-solving abilities with a focus on delivering excellent customer experience and achieving targets.
Experience
Tele Sales Executive at Angel One (2022-08 – 2023-08)
- Conducted 80-100 outbound calls daily to generate leads.
- Promoted Demat accounts, trading, SIPs, and mutual funds.
- Achieved monthly sales targets consistently.
- Handled client objections and converted leads into customers.
Process Associate at Srcomsoft (2023-09 – 2024-03)
Client: Paytm Money
- Managed account opening and KYC verification process.
- Processed requests related to Demat, SIPs, and trading.
- Resolved customer queries with high accuracy.
- Ensured compliance with SEBI & regulatory guidelines.
Recruitment and Development Manager at Kotak Mahindra Life Insurance (2024-03 – Present)
- Recruited and trained insurance advisors.
- Led a team to achieve sales and revenue targets.
- Conducted field visits and client acquisition support.
- Improved team productivity and retention
Education
Bachelor of Business Administration in BBA – Jabalpur College of Computer & Communication (2022)
12th – MP BOARD (2019)
10th – MP BOARD (2016)
