Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Prachi Moond

Costa Mesa,United States

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5+ years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

14
14
years of professional experience

Work History

OTR Commercial Truck Driver

H&B TRANSPORT INC.
06.2022 - 02.2023
  • Maintained accurate driving records in accordance with federal laws and regulations.
  • Secured loads with proper strapping and bracing techniques to prevent damage to valuable assets across long-haul transports.
  • Finalized daily logs on schedule to update internal records and uphold DOT requirements.
  • Inspected vehicle on daily basis, reporting any damage or issues to maintenance for immediate resolution.
  • Minimized delays by planning and adjusting routes to account for changing weather and traffic conditions.
  • Operated with safety and skill to avoid accidents and delays.
  • Made sure that deliveries were on time for scheduled appointments.
  • Transported hazardous materials and oversized shipments without incident.

OTR Commercial Truck Driver

DS TRUCKING LLC
12.2021 - 05.2022

OTR Commercial Truck Driver

NOOR TRANS INC.
01.2021 - 11.2021

Cashier Manager

Liquor Store
10.2020 - 11.2020
  • Created employee schedules to align coverage with forecasted demands.
  • Monitored areas for security issues and safety hazards.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Trained cashiers on organizational policies, cash handling and customer service to maintain highly skilled team.
  • Built positive relationships with customers to increase repeat business.
  • Resolved customer complaints quickly to maintain customer satisfaction.
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.

Cashier Assistant Manager

7-eleven
04.2019 - 09.2020
  • Fostered positive work environment by consistently treating all employees and customers with respect and consideration.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Interacted well with customers to build connections and nurture relationships.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Created employee schedules to align coverage with forecasted demands.

Relationship Manager

Bajaj Finserv Corporate Office
05.2017 - 12.2017
  • Worked with bajaj finserv ltd. and I.D departments to facilitate communication and deliver personalized solutions to customers.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Defined clear targets and objectives and communicated to other team members.
  • Established team priorities, maintained schedules and monitored performance.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Created financial dashboards to provide insights into key performance indicators.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Utilized financial software to prepare consolidated financial statements.

Relationship Manager

PNB Met Life Insurance
11.2016 - 05.2017
  • Worked with PNB Metlife Insurance and Banccasurance departments to facilitate communication and deliver personalized solutions to customers.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed strategic plans for day-to-day financial operations.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Corporate Agency Manager

HDFC Life Insurance
07.2013 - 10.2016
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Established team priorities, maintained schedules and monitored performance.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Answered phone calls and e-mails regarding inquiries and arranged meetings for official business.

Franchise Manager

Style And Design
07.2009 - 07.2013
  • Implemented business strategies, increasing revenue and effectively targeting new markets.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Interacted well with customers to build connections and nurture relationships.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.

Education

Bachelor of Arts - Public Administration

Manav Bharti College,
Solan H.P
04.2012

GED -

Guru Nanak Girls Sen Sec School
SGNR (India)
04.2001

Skills

  • Insurance Law
  • Financial Management
  • Advertising Techniques
  • Product Knowledge
  • Risk Management
  • Excellent Team Leadership
  • Train Employees
  • Sales and Marketing
  • Verbal and Written Communication
  • Time Management
  • Customer Service
  • Cost Management

Languages

Hindi
Native or Bilingual
English
Full Professional
Punjabi
Limited Working

Timeline

OTR Commercial Truck Driver

H&B TRANSPORT INC.
06.2022 - 02.2023

OTR Commercial Truck Driver

DS TRUCKING LLC
12.2021 - 05.2022

OTR Commercial Truck Driver

NOOR TRANS INC.
01.2021 - 11.2021

Cashier Manager

Liquor Store
10.2020 - 11.2020

Cashier Assistant Manager

7-eleven
04.2019 - 09.2020

Relationship Manager

Bajaj Finserv Corporate Office
05.2017 - 12.2017

Relationship Manager

PNB Met Life Insurance
11.2016 - 05.2017

Corporate Agency Manager

HDFC Life Insurance
07.2013 - 10.2016

Franchise Manager

Style And Design
07.2009 - 07.2013

Bachelor of Arts - Public Administration

Manav Bharti College,

GED -

Guru Nanak Girls Sen Sec School
Prachi Moond