Tejas Kothari

• Balanced multiple projects with varying deadlines, leveraging time management skills to ensure quality outcomes and timely delivery of 7 projects, exceeding client expectations by 25%.
• Collaborated with cross-functional teams to meet business objectives.
• Prioritised own workload by multitasking projects, handling conflicting deadlines, and managing time
• Mentored and coached junior team members, improving overall department capabilities.

My role was to make 50 calls every day to be in constant touch with all my existing clients, provide smooth and transparent customer experience and advise them to achieve best possible returns depending upon their risk appetite, Objective, Purpose, sentiments, and trends in the market, Dealing in the wide range of financial products such as Portfolio Management Services, Real Estate Fund, ULIPS, Insurance, Mutual Funds, Private Equity etc.

• It is a Broking firm which deals in Capital market where in my job was to achieve fat sales target with the highest of 89 trading and defat accounts in a month
• Got promoted to various other departments such as NRI sales, Emails, AOT online and offline mode
• Handled customer complaints, providing appropriate solutions to guarantee positive outcomes
• Assisted customers with varying questions using product knowledge and service expertise.
• Then after I got an opportunity to manage a team of online sales