www.pugindia.com PUG Securities Pvt Ltd Mumbai : Relationship Executive

[krishni84]

Job Reference Code RM-Delhi

Job Title Relationship Manager


Job Description

To sell Demat and trading accounts Acquiring Clients Revenue generation To cater and maintain the relationship with clients


Required Skills

Experience - 6 mths - 2 yrs from broking Industry only. Good communication skill, with good network and go getter.


Job Location India

Employment Type Full Time

Salary 180000

E-mail hr@proactiveuniversalgroup.com

About Us
PUG Securities, PUG Commodities and PUG Stock Brokers (together “PUGSEC”), are part of the Proactive Universal Group (“PUG”) which started its equity broking services in 2003 and has now established presence in all the major centers of the country. The various entities of PUGSEC are member of National Stock Exchange, Bombay Stock Exchange and also offer commodities and currency trading on NCDEX & MCX platforms.

Address
PUG Securities Pvt Ltd
203, Arcadia Building,
2nd Floor,
Nariman Point,
Mumbai - 21
Tel: 022-4220 8900/2202 4152
Fax: 022-4220 8999
E-mail p.adhav@pugindia.com
Website : http://www.pugindia.com

[Guest-IJT]

Name : Vedavati Gopal Poojari
Email : vedvati2002 AT yahoo.co.in
Designation / Skillset : Manager
Vedavati Poojari,

Dear Sir,
Today's society is totally customer service oriented society. To enhance the future business growth in such society one should need to provide friendly, timely and proactive services. When you employ a professional, customer loyalty is always impacted to represent you while assisting your valued customers.
From my long term working experience in the service industry I learnt how to meet and go beyond every customer's expectations with service that sells. Also I have handled and helped each type of customer in each type of setting. I understand that obtaining and maintaining loyal repeat business and spreading the business through these loyal customers is very important for each company.
I am a well built trainer who acquires ongoing success with my teams by maintaining teams' self-confidence, building morale and training them to build the sale by enhancing their people skills.
I look forward to hearing from you soon and it would be a great pleasure of mine to meet you personally.
Sincerely,
Vedavati Poojari


Resume :

SALES/ MARKETING/ BANKING OPERATIONS PROFESSIONAL
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- Competent, diligent & detail-oriented Banking Professional, with a cross functional experience of over 6 years, currently spearheading with Barclays Finance as Customer Relationship Manager
- Excellent Relationship Management skills, articulate, combine strong business acumen with the ability to conceive profitable and efficient solutions utilizing technology. Industrious, thrives on a challenge while working effectively with junior level of management and the people therein.
- Well exposed to banking procedures & policies plus compliance procedures including AML (Anti- money laundering), KYC (Know Your Customer) plus having exposure across Reconciliation of Financial Settlement transactions
- Extensive experience in Operations, Financial Products, and Relationship Management
- Exceptional consensus building, negotiation and interpersonal skills, analytical mind and comprehensive problem detection/ solving abilities..
- Excellent mentor and coach with an ability to take up challenges and perform in changing work environments. Demonstrated ability to motivate staff to maximum productivity and control costs through the most effective uses of manpower and available resources.
Core Competencies :
Operations Management - Documentation - Branch Management - Cash Management - Loan Proposals - Banking - Strategic Management - Relationship Management - Trainings - Coordination
________________________________________
PROFESSIONAL EXPERIENCE
BARCLAYS FINANCE Feb’08-Till Date
Customer Relationship Manager
- To maintain Quality of Credit Appraisal by accepting every single file whose lead is generated through Walk-in and DST (Direct Sales Team).
- Counselling of walk in customers, Analysing customer requirement and then offering them guidance and solutions.
- Guide, direct, control and motivate personnel’s with a strong change management and relationship management expertise to transform the way in which the bank designs and builds its financial centers.
- Manage the coordination function between the various functional departments (operational/process controls), customer service department and the clients itself. This also entails assisting & supporting the administrative and marketing departments in order to maintain and build business.
- Manage & acquire the Preferred Banking Customers while establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and worked towards solving their queries and complaints efficiently
- Optimize the quality of portfolio through implementing effective fraud & credit control policies. This entails recommending the deviations as per policy while reviewing the portfolios with respect to delinquency/ losses/ fraud of the portfolio underwritten.
- Liaise with customers to discuss financial needs, emphasizing financial counseling and lending, and make recommendations in terms of their long term & short-term investment needs while helping the clients manage risk under market fluctuations.
- Accountable for attending to customers and inturn do disbursals for the branch Later, handling sales taking into consideration the credit i.e. Decision making
- Provide management reports for acceptability of the product; scope for improvement by inclusion some additional features while generating reports on customer aspirations.
- Maintains MIS, sales and customer service Trackers of the branch
- Cross Selling Max New York Life Insurance Policy Plans.
Achievements :
- Received 'Young Turks Award' for the month of Jan 2010 - these decision are taken by Reward & Recognition Committee Member of Barclays for Over all Performance
- Received Max New York Life contest for a trip to Bangkok for 4 days in Jan,10
- Received Max New York Life contest for a trip to Malaysia for 4 days in Oct,10
- Received Max New York Life contest for a trip to Bangkok for 4 days in June,11
PRIME FINANCIAL (STANDARCHART INVESTMENT & LOAN LTD) Jan’07-Feb’08
Relationship Associate
ORIENT TECHNOLOGIES PVT LTD Aug’04-Dec’06
Sales Co-ordinator & Administrator
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EDUCATIONAL DEVELOPMENT
Master Of Business Administration Pursuing
ICFAI University
Bachelor Of Commerce 2004
Mumbai University
Higher Secondary 2001
Mumbai University
Senior Secondary 1999
Fatima High School, Maharashtra Board
Certifications :
- Acquired One Year Post Graduation Diploma In Financial Management From Mulund College Of Commerce With ‘A’ Grade.
- Accomplished Diploma In Business Management From ICFAI University
Computer Skills :
MS Office, Internet & 5.4 & 6.3 with ‘A’ Grade
________________________________________

Reference : Available On Request
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More Information about this submission and submitter :-
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Submission ID : 4361735
Date & Time : 12th Jul 2011 10:06 AM (UTC)
IP Address : 120.61.42.57
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Predicted Country ;: India