Bhawna Agarwal
@bhawnaagarwal
Experienced customer-experience professional driving process optimization and team efficiency.
What I'm looking for
I am a results-driven Senior Associate with a background in customer experience, financial services, and operations, committed to optimizing processes and improving team efficiency.
I have hands-on experience handling customer queries, escalations, and liaising with internal and external stakeholders across banking, stock exchanges, and mutual fund ecosystems.
My prior roles include customer-facing relationship management and sales support at ICICI Securities, apprenticeship experience in accounting and financial statement analysis, and current work resolving customer grievances and ensuring adherence to TATs.
I bring analytical problem-solving, performance monitoring, and strong client engagement skills, combined with certifications in IRDA, NISM, NSE network security, and AMFI, to deliver measurable improvements in service and operational outcomes.
Experience
Work history, roles, and key accomplishments
Sr. Associate - Customer Experience
Angel One
Oct 2024 - Present (1 year 5 months)
Handle customer queries, complaints, and grievances via email and calls within defined TATs, liaising with internal and external stakeholders to resolve issues and following escalation matrices to ensure timely resolution.
Assistant Manager
ICICI Securities
Nov 2023 - Sep 2024 (10 months)
Managed client relationships for sales and services of ICICI financial products, sourced 3-in-1 accounts, generated leads to meet targets, and ensured KYC compliance while delivering branch-level budgetary objectives.
Apprentice Accountant
Agarwal Prateek & Co.
Apr 2023 - Jun 2023 (2 months)
Prepared and analyzed financial statements, executed day-to-day accounting including reconciliations and payment records, and assisted in auditing and client documentation management.
Education
Degrees, certifications, and relevant coursework
DAVV University
Master of Business Administration, Finance & HR
Completed Master of Business Administration with specializations in Finance and HR at DAVV University.
DAVV University
Bachelor of Commerce, Accounts & Finance
Completed Bachelor of Commerce with a focus on Accounts and Finance at DAVV University.
Senior Secondary Examination
HSC, Commerce
Completed Higher Secondary Certificate in Commerce.
Senior Secondary Examination
SSC
Completed Secondary School Certificate (SSC).
Availability
Location
Authorized to work in
Job categories
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