Sanjana B
Dubai
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
11
11
years of professional experience
Work History
Assistant PRO
Cloudnine Healthcare
05.2012 - 01.2023
- Assisted clients by addressing their financial goals and providing tailored advice.
- Supported lead advisor in managing client portfolios for optimal returns.
- Conducted comprehensive research to identify suitable investment opportunities for clients.
- Helped develop personalized financial plans, resulting in improved client satisfaction and retention rates.
Education
Associate of Science - Computer Science Engineering
St Anne's Girls High School
Bangalore07.2013
Skills
- Active Listening
- Performance Measurement
- Organizational Skills
- Decision Making
- Data Analysis
- Ethical Standards
- CRM Software
- Problem Solving
- Client Relationship Management
- Microsoft Office Suite
- Time Management
- Investment Strategies
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of [ 23 ] staff members.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
Languages
English
Advanced (C1)
Tamil
Advanced (C1)
Telugu
Advanced (C1)
Hindi
Intermediate (B1)
Timeline
Assistant PRO
Cloudnine Healthcare
05.2012 - 01.2023
Associate of Science - Computer Science Engineering
St Anne's Girls High School
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