Shruti More
Sr. Customer Service Executive-PMS Advisor
Mumbai
Summary
Organized and dependable Sr. Customer Service Executive with more than three years of experience of successfully managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and aiming to leverage my acquired knowledge and skills to grow personally and professionally. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
3
3
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Sr. Customer Service Executive-PMS Advisor
Motilal Oswal Asset Management Company
10.2021 - Current
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Streamlined service process for increased efficiency by implementing new strategies and tools aimed at reducing response times.
- Handling SEBI complaints and escalations.
- Cross-trained and backed up other customer service agents by supervisory support.
- Managed escalated customer issues with diplomacy and professionalism, often turning challenging situations into positive outcomes.
- Quality analysis of emails and calls of other team members
- Participated in company audit.
Executive Relationship Manager
Motilal Oswal Financial Services Ltd.
01.2021 - 09.2021
- Recorded accurate and efficient records in customer database.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Identified new business opportunities through customer reviews and feedbacks.
- Grievance handling and query management.
- Strengthened client relationships by proactively addressing their needs and providing tailored solutions.
Education
Bachelor of Management Studies - Finance
University of Mumbai
Mumbai, India 04.2001 -
Higher Secondary Certificate - Science
Nirmala Memorial Foundation College
Mumbai 04.2001 -
Secondary School Certificate -
J. B. Khot High School
Mumbai 04.2001 -
Skills
Accomplishments
- Diamond of the month for exceptional work done in the month of December 2022.
- Supervised team of 4 staff members.
Certification
NISM XXI-A: Portfolio Management Services (PMS) Distributor Certification
Timeline
NISM XXI-A: Portfolio Management Services (PMS) Distributor Certification
01-2023
Professional Certificate Program in Banking and Finance
11-2021
Sr. Customer Service Executive-PMS Advisor
Motilal Oswal Asset Management Company
10.2021 - Current
Executive Relationship Manager
Motilal Oswal Financial Services Ltd.
01.2021 - 09.2021
Bachelor of Management Studies - Finance
University of Mumbai
04.2001 -
Higher Secondary Certificate - Science
Nirmala Memorial Foundation College
04.2001 -
Secondary School Certificate -
J. B. Khot High School
04.2001 -
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