Raja G

Operations Associate

Bengaluru, Karnataka, India21 yrs 3 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

16 years of customer service experience
Expert in financial planning and investment strategies
Strong client relationship management skills

Stackforce AI infers this person is a Customer Service and Financial Services expert with extensive experience in client relations and financial advisory.

Contact

Skills

Core Skills

Customer ServiceRelationship ManagementFinancial ServicesWealth ManagementFinancial Planning

Other Skills

Asset AllocationBankingBusiness DevelopmentCRMCapital MarketsClient AdvisoryClient ServiceCollections ManagementCustomer RelationsDocumentationFinancial SolutionsFixed IncomeGeneral InsuranceInter-departmental CooperationInvestment Advisory

About

Accomplished Customer service as Pofessional with 16 years experience in non technical and currently seeking for a position to apply my experience (Managing queries, Mails/calls, analytics, accountability, etc..) understanding, skills and knowledge. To assist in the browse of the symptoms.

Experience

Bren corporation

Manager CRM

Aug 2020 – Present · 5 yrs 7 mos · Greater Bengaluru Area

Puravankara

Deputy Manager for CRM

Oct 2018 – Jul 2020 · 1 yr 9 mos · Bengaluru

Winrich proffesional services p ltd

Manager for Sales

May 2018 – Oct 2018 · 5 mos · Malleswaram

Wellnest india projects pvt ltd

Assistant Manager - Customer Relations

Feb 2014 – Apr 2018 · 4 yrs 2 mos · Bangalore

Coordinating with the customers,
Drafting Agreement of Sales and Sale Deed,
Coordinating With Banks for cheque for Approval of our projects and also for loan of customers,
Preparation Cost Breakup, Term Sheet, NOC, Demand Letter etc,
Preparing & presenting various weekly/monthly MIS reports pertaining to process/productivity,
Monitoring overall functioning of processes, identifying improvement areas and implementing measures to maximize customer satisfaction level.
Coordinating with project developers for process of our projects.

Allegro insurance brokers pvt. ltd.

Handling General Insurance

Oct 2013 – Feb 2014 · 4 mos · bangalore

Advising on the general insurance like Health, Motor, Employees Group Medical, Property etc.
Evaluating existing general insurance and providing suggestions on appropriate solutions / alternatives.

Allegro capital advisors

private Banking

Sep 2011 – Sep 2013 · 2 yrs · Bangalore

Primary responsibilities to generate revenues by building the AUM book of the Clients
Client centric approach in financial planning, investment planning and retirement planning.
Assisted individuals with budgeting, cash flow solutions, analysis of current portfolios and suggestions for new asset allocations and implementations of planning strategies.
Customized short-term and long-term financial risk management plans to meet clients’ needs.
Possess comprehensive understanding of diverse facets of financial planning and various investment products.
Skilled communicator adept at building strong rapport with both coworkers and clientele.

Pelican wealth managers pvt ltd

Customer Service Executive

Oct 2004 – Oct 2011 · 7 yrs · bangalore

Primary responsibilities to generate revenues by building the AUM book of the Clients
Client centric approach in financial planning, investment planning and retirement planning.
Assisted individuals with budgeting, cash flow solutions, analysis of current portfolios and suggestions for new asset allocations and implementations of planning strategies.
Customized short-term and long-term financial risk management plans to meet clients’ needs.
Possess comprehensive understanding of diverse facets of financial planning and various investment products.
Skilled communicator adept at building strong rapport with both coworkers and clientele.
Servicing of Client, solving the queries related to their investment, maintaining petty cash, attending walk-in customers, sending reports, maintaining MIS..........