Basharath Khan
Houston,TX
Summary
Resourceful Private Wealth Management Intern known for high productivity and efficient task completion. Possess specialized skills in financial analysis, client portfolio management, and risk assessment. Excel in communication, problem-solving, and adaptability, ensuring seamless collaboration with clients and team members to achieve financial objectives.
Highly knowledgeable in private wealth management with internship experience. Gained understanding of portfolio analysis, financial planning and investment strategies. Strengths include strong analytical skills, client service orientation and ability to work in fast-paced environments. Made significant contributions to team projects and efficiency improvements during previous internship role.
Overview
1
1
year of professional experience
Work History
Customer Service Executive
IDFC First Bank
Hyderabad, Telangana
08.2023 - 08.2024
- Maintained accurate records of customer interactions, transactions and comments in the database system.
- Operated a variety of machinery and tools safely and efficiently.
- Maintained updated knowledge through continuing education and advanced training.
- Assisted with customer requests and answered questions to improve satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Communicated effectively with team members to ensure timely response times for customers.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Strengthened customer retention by offering Refund options.
- Answered questions from customers by phone and email, offering company details, and policy information as requested.
- Consulted with customers regarding needs and addressed concerns.
- Conferred with customers by telephone or in person to provide information about products or services and take orders.
- Resolved customer complaints in a timely manner while maintaining professional attitude.
- Mentored junior team members and managed employee relationships.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Improved product knowledge on continuous basis to provide optimal service and achieve sales quotas.
- Refunded money to resolve customers' service or billing complaints.
- Excelled in exceeding daily credit card application goals.
- Supported sales team members to drive growth and development.
- Explained benefits and advantages of different product and service offerings to customers.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Monitored customer feedback regularly to identify areas for improvement in services offered.
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
- Performed follow-up calls to customers regarding their inquiries or accounts.
- Monitored customer satisfaction levels through surveys and feedback forms.
- Surpassed sales goals through implementation of successful marketing strategies.
- Identified opportunities for process improvement within the customer service department.
- Led on- and off-site customer support teams across multiple cities.
- Tracked customer complaints and followed up to ensure resolution was achieved.
- Provided prompt and courteous service to customers via phone, email, and chat.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Education
Bachelor of Commerce - Computer Science
NEW NOBLE DEGREE COLLEGE
HYDERABAD04-2020
Skills
- Customer relationship management
- Account management
- Troubleshooting
- Call center experience
- Technical support
- Product sales
- Relationship building
- Marketing
- Sales growth initiatives
- Presentation skills
- Satisfaction monitoring
- Customer engagement
- Payment management
- Customer queries
- Public speaking
- Customer retention
- Escalation control
- Team training and development
- Sales follow-up
- Call control
- Cross-selling products
- Employee motivation
- Security
- Customer Service-oriented
- Operations management
- Self-directed mindset
- Problem-solving skills
- Balance transfers
- Sales proficiency
- Proficient in [HANDLING IRATE CUSTOMER]
Accomplishments
- Received Certificates in Best Credit Card sales Executive
- Received Certificate in Best Customer satisfaction survey
- Reiceived Certificate in Schedule Adherence
References
References available upon request.
Timeline
Customer Service Executive
IDFC First Bank
08.2023 - 08.2024
Bachelor of Commerce - Computer Science
NEW NOBLE DEGREE COLLEGE
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