Nisha Joshi
Client Relationship Manager
Weehawken,NJ
Summary
Enthusiastic Client Relationship Manager driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver business results by detailed planning for maximum client reach and service promotion thereby contributing to revenue generation and building lasting relationship through an advice-based approach. Motivated to learn, grow and excel. Proficient at Microsoft Office suite- Excel, Word, Power Point, G Suite, Agile method- Scrum, SmartSheet, Salesforce, SAP CRM.
Overview
9
9
years of professional experience
2
2
years of post-secondary education
3
3
Years of Bachelors in Accounting and Finance
Work History
Client Relationship Manager
Oberoi Limited
Mumbai, Maharashtra, India
01.2021 - 04.2022
- Developed and fostered relationships with customers to identify and remove roadblocks in obtaining the client satisfaction.
- Demonstrated commitment to being customer-centric by ensuring superior customer service during every customer interaction to maximize retention and growth.
- Cultivate and enhance client relationships through active communication with clients, processing client requests, resolving inquiries, respond to client requests for new project initiatives.
- Responsible for maintaining relationships with top notch highly affluent clients.
- Potentially trouble-shoot problematic queries by resolving issues through active listening and open-ended questioning, escalating major problems to manager.
- Delivering outstanding support to senior manager through strong client on-boarding, day-today business operations and effective project management seamlessly.
- Independently managed client's queries, request/complaints by building relationships to better understand client's needs and objective raising customer repeat purchase by 15%.
- Maintained statistical database of customers using SAP CRM and Salesforce software for data recording.
- Actively seek opportunities to lead and contribute to initiatives outside immediate area of responsibility and demonstrated flexibility to work.
- Collaborate with department heads and cross functional teams to drive superior service improvements and successful project completion.
- Proactively engaged in early actions to minimize risk, participated in discussion related to client expectations, setting procedures and planning to manage client expectation and ensure client satisfaction.
- Monitored metrics and developed actionable insights while maintaining compliance with regulatory parameters in complex projects with overlapping policies.
Client Relationship Manager
Sunteck Limited
Mumbai, Maharashtra, India
01.2014 - 07.2020
- Facilitate communication and consultative advice to clients by managing daily inquiries and on-boarding.
- Organize and conduct meeting with clients to gather information, requirements, provide necessary documents, and assist clients to understand overall implementation process.
- Manage customer expectations by communicating timeline and deliverable of daily or complex implementation and inquiries.
- Delivered superior customer service to strengthen relationships and drive future business revenue.
- Served as primary point of contact for around 80 customers, managed all aspects of client's relationship.
- Ability to manage project and partner with company's cross-functional groups to meet clients' services
- Established rapport and engaged with stakeholders to build lasting professional relationships.
- Strategic client oriented solutions with marketing, operations and communications teams to maintain project time lines based on priorities and deadline.
Customer Support Executive
Oberoi Limited
Mumbai, Maharashtra, India
06.2011 - 02.2013
Education
Post Graduate Diploma - Marketing Management And Research
SVKM's NMIMS Institute of Management Studies
Mumbai, Maharashtra, India 04.2011 - 06.2013
Bachelor of Commerce - Accounting & Finance
University of Mumbai
Mumbai, Maharashtra, India 04.2003 - 02.2006
Skills
Interpersonal and client communications
Analytical problem solver
Client Relationship
Microsoft Office Suite
Revenue Generation
Strategic planning & organizational skills
Application process
Financial Services
Registration requirements
Accomplishments
- Recognized as best performing employee by the company during F.Y 2018-2019.
- Improved client satisfaction by providing excellent customer service by 15% within a year (2021).
- Increased company revenue by 10% by negotiating with vendors.
- Improved the training program for new customer service team with new methodologies & techniques reducing the cost of overheads and training time to half.
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Client Relationship Manager
Oberoi Limited
01.2021 - 04.2022
Client Relationship Manager
Sunteck Limited
01.2014 - 07.2020
Customer Support Executive
Oberoi Limited
06.2011 - 02.2013
Post Graduate Diploma - Marketing Management And Research
SVKM's NMIMS Institute of Management Studies
04.2011 - 06.2013
Bachelor of Commerce - Accounting & Finance
University of Mumbai
04.2003 - 02.2006
hobbies
Love to travel and explore, sometimes make a painting, often play badminton, intrigued into photography.