RIYA JAIN

I’m a performance-driven finance professional with over 3.8 years of experience in Relationship Management and Customer Experience within the stock broking industry. I advise clients on equity markets, SIPs, and mutual funds, while consistently maintaining high satisfaction.

In my current role as an Associate Customer Experience (Voice) at Angel One, I spearhead resolution of complex client queries about trading platforms, Demat accounts, and investment products. I meet service-quality and client-satisfaction KPIs, building long-term brand loyalty through reliable, fast, and clear support.

Previously, as a Relationship Manager at Motilal Oswal, I provided expert financial advisory services with a focus on stock market opportunities and diversified mutual fund portfolios. I managed client wealth by overseeing SIP investments and conducting periodic portfolio reviews, applying strong CRM, conflict resolution, and persuasion to grow and retain clients.