Preeti Vishwakarma
@preetivishwakarma
Dependable digital lead executive with a passion for client relations.
What I'm looking for
My name is Pratima Ravindra Vishwakarma, and I am a dedicated digital lead executive with experience in managing client relationships and facilitating account openings in the financial sector. I have a strong educational background with a B.Com from Shankar Narayan College of Arts, which has equipped me with the necessary skills to thrive in a professional environment.
During my tenure at HDFC Securities Ltd., I honed my abilities in client communication and support, successfully managing inbound and outbound calls to assist clients with their queries. My role involved guiding clients through the process of opening Demat and trading accounts while also upselling various financial products. I am committed to meeting deadlines and excel in high-pressure situations, making me a valuable team player.
Experience
Work history, roles, and key accomplishments
Digital Lead Executive
HDFC Securities Ltd.
Jun 2021 - Oct 2022 (1 year 4 months)
Managed inbound and outbound calls to assist clients with queries related to Demat and trading account openings. Provided support for stock market investments and upsold financial products such as life insurance and savings accounts.
Education
Degrees, certifications, and relevant coursework
Preeti hasn't added their education
Don't worry, there are 50k+ talented remote workers on Himalayas
Browse remote talentTech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Interested in hiring Preeti?
You can contact Preeti and 50k+ other talented remote workers on Himalayas.
Message PreetiFind your dream job
Sign up now and join over 85,000 remote workers who receive personalized job alerts, curated job matches, and more for free!
