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POONAM BISHT

@poonambisht

Customer support specialist in financial services who handled Angel One email queries for trading, Demat, accounts, and service issues.

India

Message

At Angel One, I handled customer queries by email about trading, Demat, accounts, and service requirements. I investigated issues, managed cases within SLA and quality standards, and explained financial-service processes in clear language.

Across banking, insurance, and investment services, I supported customer requests, account and policy servicing, and issue resolution. At Bajaj Capital, I received Pan India No. 1 Performer recognition.

Experience

Work history, roles, and key accomplishments

Non-Voice Support Executive

Angel One

Aug 2023 - Dec 2025 (2 years 4 months)

Handled customer queries through email-based non-voice support for trading, Demat, account, and service-related requirements. Investigated issues, provided resolutions, and managed cases within SLA and quality standards.

Customer Support Email Support Issue investigation SLA Compliance Case Management CRM Tools Microsoft Office Google Workspace

Customer Care Executive

HDFC Bank

Jan 2023 - Jun 2023 (5 months)

Handled customer service requests and account-related enquiries in a banking environment. Provided timely and accurate resolutions while maintaining service quality and process-compliance standards.

Customer Service Banking Operations Query Resolution Documentation Escalation Management

Relationship Officer

Canara HSBC Life Insurance

Jan 2021 - Nov 2022 (1 year 10 months)

Managed customer onboarding, policy servicing, documentation, and relationship-management activities. Assisted customers with service requests and explained policy and process requirements clearly.

Customer Onboarding Policy Servicing Documentation Relationship Management Issue Resolution

Agency Development Manager

Max Life Insurance

Jul 2019 - Jan 2021 (1 year 6 months)

Recruited, trained, and supported advisors to achieve business and service objectives. Monitored performance and ensured adherence to company processes and compliance requirements.

Recruitment Training Performance Monitoring Compliance Communication Skills

Client Relationship Officer

Bajaj Capital

May 2018 - May 2019 (1 year)

Supported clients with financial products and investment-related services. Built and maintained client relationships through responsive service and clear communication.

Customer Relationship Management Financial Products Investment Services Communication Skills