Janet Johnson
Mira Road
Summary
To work in learning and challenging environment and to serve world class organization with my knowledge and skills, and to learn and grow as a part of my organization.
Overview
9
9
years of professional experience
Work History
Wealth Relationship Manager
Nuvama Wealth
05.2024 - Current
- Establish and maintain strong client relationship, generating business and referrals to meet sales target.
- Sell various financial products, including mutual funds, life and health insurance and other products as per clients requirement.
- Mange and review client portfolios, focusing on client servicing and advisory.
- Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
- Provide consultancy on financial planning , Retirement planning and Goal based planning.
Senior Executive
HDFC ERGO General Insurance
11.2022 - 05.2024
- Net Promoter Score RCA audit.
- Root cause analysis is done for 100% detractors.
- Issues and process gaps are identified and highlighted to different stakeholders.
- Contact Center data analysis for review PPT.
- Team productivity report is shared within the team.
- Team: Customer Experience Management- NPS Team
Deputy Manager
Kotak Mahindra General Insurance
10.2018 - 07.2022
- Email handling.
- Grievance cases.
- Net Promoting Score project.
- Analyzing detractor data.
- Sharing of NPS data with all stakeholders and analyzing the gaps and fixing the issues.
- Ensuring timely renewals of High Priority Customers.
- Ensuring smooth functioning of all platform on website.
- Increasing digital penetration. (Webchat BOT & WhatsApp Chat BOT)
- Analyzing BOT failure and fixing the same in production.
- Performing UAT and Production testing for all digital touch points.
- Sharing customer care requirement with IT team for development.
- Coordinating with IT to fix bugs in UAT and Production.
- Team: Contact Center – Projects Team
Assistant Manager
Kotak Mahindra General Insurance
06.2017 - 03.2018
- Assisting Customer for Claim Registration.
- Handling Escalation calls
- Handling Website Queries
- Outbound Welcome Calls
- Team: Contact Center
Customer Associate
Accenture
08.2016 - 06.2017
- Health Claim Settlement
Education
BMS -
Sinhgad College of Commerce
01.2016
HSC - Commerce
St. Xavier’s High School & Juniour College Bhandup
Mumbai01.2013
SSC - undefined
St. Xavier’s High School, Bhandup
01.2011
Skills
- Software Packages: MS Office (Word, PowerPoint, and Excel)
- Good Communications skill
- Excellent communication
- Team collaboration
- Self motivation
- Client engagement
- Relationship building
Languages known
English
Hindi
Marathi
Malayalam
Extra-Curricular
Elected as Vice president for Powai Youth Group for 2years.
Participated in Intercollege Cricket, Football, Volleyball and Throw ball Competition.
Participated in dance competition in different cultural events. Worked as a Volunteer in college Fest.
I
Hobbies
Love for Dance & Travelling.
Sports Throwball, Volleyball, Football and Cricket.
Make Chocolates.
Timeline
Wealth Relationship Manager
Nuvama Wealth
05.2024 - Current
Senior Executive
HDFC ERGO General Insurance
11.2022 - 05.2024
Deputy Manager
Kotak Mahindra General Insurance
10.2018 - 07.2022
Assistant Manager
Kotak Mahindra General Insurance
06.2017 - 03.2018
Customer Associate
Accenture
08.2016 - 06.2017
SSC - undefined
St. Xavier’s High School, Bhandup
BMS -
Sinhgad College of Commerce
HSC - Commerce
St. Xavier’s High School & Juniour College Bhandup
Similar Profiles
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
ANJALI ZINZUWADIAANJALI ZINZUWADIA
Chief Manager at Nuvama Wealth and Investment Ltd.Chief Manager at Nuvama Wealth and Investment Ltd.
Subhash Abhiman PawarSubhash Abhiman Pawar
MIS Executive at Paytronic Network Pvt. Ltd.MIS Executive at Paytronic Network Pvt. Ltd.
Sachin S. BhoirSachin S. Bhoir
West Head-Horeca at Terra Verde Foods Pvt. Ltd.(Graviss Foods)West Head-Horeca at Terra Verde Foods Pvt. Ltd.(Graviss Foods)