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Title Customer Service Financial Services
Target Location US-CO-Parker
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Contact No: PHONE NUMBER AVAILABLE PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLESummaryMadhuri is a Colorado Shine qualified Level 3 teacher and has previous exp in banking with strong expertise in banking system such as EFT, ATM, Data Processing, customer service, Securities and Operation Management. She is hardworking and dedicated professional who excels at maintaining excellent customer satisfaction, building professional relationships, and providing beneficial advice to clients on any issues. She possesses great leadership skills, extensive communication skills, strong customer orientation, significant ability to work well in a team and important ability to remain clam in stressful situations.She is energetic, driven and highly motivated professional who has a strong desire to succeed and who possesses the ability to build positive working relationship with customers.She has worked with leading multinational bank and financial services company for more than 4 years with extensive experience and comprehensive background in analyzing customer complaints, identifying ad communicating with potential customers, and performing professional market research. She is someone not only with great experience and but also professional gravitas who clearly understands the operational and development needs of a businessDuring her tenure with ICICI Bank, she was successful in implementing new customer support/retention techniques, exceeding new product cross-sell goals, and implementing new process improvement/enhancement.Prior to joining ICICI Bank, Madhuri worked as Relationship Manager with ICICI Securities LTD.Madhuri has completed her masters in Finance and Marketing.Skills LanguagesEnglish- FullHindi- NativeMaithili- NativeComputer SkillsProficient with Microsoft WordMS ExcelPowerPointOffice 365Good understanding of operating computer and mobile applicationsInterpersonal SkillsAbility to work under pressureBusiness DevelopmentRelationship ManagementSolutions and Result OrientedCommunication SkillsCreative and Detailed-orientedAbility to adapt to new ideas/environmentLeadership skillsTime ManagementCustomer OrientationSuperb customer care skillsProfessional ExperiencePrimrose School. Duration : May 2023 - PresentDesignation : Lead TeacherICICI Bank Limited Duration: Jan 2018  Oct 2020Designation: Senior Customer Relationship ManagerICICI Bank Limited is an Indian multinational bank and financial services company. It offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialized subsidiaries in the areas of investment banking, life, non-life insurance, venture capital and asset management.Key Deliverables:Monitor daily operations to ensure a free flow processResponsible for performing weekly, monthly and quarterly revenue audits of customer accountsResponsible for maintaining strong business relationships with established accounts and ensuring client deliverables were obtained and implemented according to contractBuild and maintained relationships with clients and business partners and worked on the implementation of customer retention campaignsDemonstrate problem solving abilities for any inquiries/issues and come to determinationMaintain current customer relationship while maintaining the quality of portfolioMonitor and evaluate industry trends and customer driversResponsible for ensuring strategic goals and objectives were metExpand and develop the customer base by onboarding new customersFormulating sales strategies, cross selling and upsellingDelivering excellent customer service at all timesProcessing a high volume of daily phone callsCollaborate frequently with internal stakeholders to work towards the right solution and market strategyGenerate new leadsTraining new team membersDevelop and implement overarching sales and customer relationship strategy, and sales processICICI Securities Limited Duration: May 2016  Dec 2017Designation: Customer Relationship ManagerICICI Securities Limited (I-Sec) is a subsidiary of ICICI Bank Ltd. It is technology-based firm offering a wide range of financial services including investment banking, institutional broking, retail broking, private wealth management, and financial product distribution.Key Deliverables:Onboarding new clients/customerWas the point of contact for the clients and worked directly with them to ensure the goal is achievedCollaborated with different departments and performed professional market research to discover industry trends, target market and customer behaviorManage more complex account relationships with emphasis on financial analysis ad credit actionRelationship Building & Management with the customer for Sales & Services of Financial Products as Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth ManagementManage customers in the branch or through client visits & provide Financial / Investment AdvisoryDevelop new relations through referencing & other sources.Generate leads and act as a productive resource by meeting targetsPerform market research and data managementEducational BackgroundPDDM/MBA- Masters in Finance and Marketing  NIILM CMS, Gr Noida, India, Year 2014-2016Bachelors in Commerce- Patna University, India, Year- 2013CertificationsNISM (Mutual Fund Distributor) Year 2016IRDA (Insurance Regulatory Development Authority of India) Year 2016Internship at Nucleus School of Banking and Technology (Nucleus Software Export Limited) June- JULY 2015

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