Vaishali Naik

Professional with 4 years of experience in customer relationship management and customer services, skilled in client handling, communication and query resolution and customer satisfaction. Seeking opportunity in customer service, relationship management, operations and financial service roles.

Relationship Manager - SFSM at Bajaj Life Insurance (2023-06 – Present)

• Engage with clients by providing portfolio updates, market insights and financial recommendation.
• Assist customers in understanding market trends and upsell relevant financial products.
• Maintain strong client relationship to enhance retention and maximize revenue opportunities.

Customer Service Associate at Cogent E-service Private limited (2021-12 – 2023-06)

• Handled customer queries and provided prompt resolution through calls, emails and chats.
• Maintained high customer satisfaction by delivering professional and efficient services.
• Assisted customers with account related issues, service request and complaint handling.

Master Of Commerce – University College Mangaluru (2021-10)

Bachelor Of Commerce – St.Agnes College Autonomous, Mangaluru (2019-05)