Ritik Malviya

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.

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

Bachelor of Business Administration in BBA – Jabalpur College of Computer & Communication (2022)

12th – MP BOARD (2019)

10th – MP BOARD (2016)