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SURBHI SHARMA

Focused professional with the experience in handling Customers and a proven knowledge of relationship management, sales administration and customer satisfaction. Aiming to leverage my skills to successfully fill the professional roles. Well-versed in handling routine and complex financial problems.

Key Skills

Quick Learner
Multi Task Management
Files/Records Maintainance
CRM System
Relationship Building
Sales Proficiency

Professional Experience

Feb 2020
Present
Personal Banker
HDB Finance Pvt Ltd (HDFC Bank) Mohali, IN
  • Aid customers in opening, managing and optimizing their bank accounts and other products.
  • Pursue leads and potential customers to expand services and products offered.
  • Provide advisory services for clients regarding available financial services.
  • Refer clients to financial specialists in the event of specialized needs.
  • Resolve issues regarding customer accounts.
  • Perform other administrative duties (such as data entry into in-house software).
  • Built excellent rapport and working relationship with the customers and to built trust and improve communication.
  • Managed portfolio of accounts and monitored for issues in need of attention.
  • Utilized Software CRM tool to generate leads.
Feb 2016
Mar 2020
Counselor
Landmark Immigration Consultants Pvt Ltd Mohali, IN
  • Keeping up-to-date with alterations to immigration laws.
  • Meeting with prospective and extant clients to gauge which services they require.
  • Providing clients with all pertinent documentation.
  • Assisting clients with the completion of paperwork, and ensuring that this is submitted on time.
  • Verifying the authenticity of paperwork and supporting documents.
  • Helping clients to find appropriate shipping solutions.
  • Preparing and providing invoices for the services.
  • Responded to client's questions, issues and complaints and found appropriate solutions. 

Education

May 2015
May 2017
Master of Commerce in Punjab University
Punjab University
May 2012
Jun 2015
Bachelor Of Commerce in Post Government College of Girls, Sector-42
Punjab University

Certifications

2020
IRDA Certified
IRDA

Hobbies & Interests

  • Travelling
  • Dance
  • Reading Books
  • Art and crafts

Languages

English
(Fluent)
Hindi
(Native)
Punjabi
(Native)

Get in touch with SURBHI