Archana Kevat

Experience

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  IIFL (India Infoline Group)

  Dec 2018 - Feb 2020

  Relationship Manager

  Assisted new clients with Demat & Trading account opening process and up-sell additional services.Provided quality service to customers who enquired about Demat account and trading issues.Ensured that the defined productivity target and service levels, and quality parameters are met consistently.

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  Motilal Oswal Financial Services Ltd

  Mar 2020 - Sept 2020

  Business Development Executive

  Verification of the document submitted while demat and trading account opening process.Ensure that customers are satisfied with the products, services, and information features.Up-sell additional services/products(i.e. value pack, brokerage cashback offers, and mutual funds.)

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  Groww, India

  Mar 2021 - Jun 2024

  Customer Service Representative

  Providing technical support and ad-hoc training to customers who use the company’s product, replying to inbound (chats) queries about stock, future & options and mutual fund.Developing customer relationships that promote retention and loyalty, ultimately improving customer lifetime value and reducing churn.Maintaining excellent service standards, going above and beyond to ensure customer satisfaction and retention Preferred.

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  Kotak Securities

  Jul 2024 - now

  Deputy Manager

  Excited to share my journey as a Deputy Manager in the Investor Grievance Department (compliance)at Kotak Securities! I have the privilege of handling escalated queries. This position not only challenges me daily but also allows me to enhance our clients' experience by resolving complex issues efficiently and effectively #KotakSecurities #ProfessionalGrowth #InvestorRelations