Surbhi Chadha
Mumbai
BUSINESS PROCESS RE ENGINEERING | PROJECT MANAGEMENT | SERVICE EXCELLENCE | INVESTOR RELATIONS | BUSINESS COMPLIANCE | TRAINING & DEVELOPMENT 10 Years of progressive experience in Wealth Management with emphasis on Superior Customer experience resulting in long term relationship & retention. An accomplished, results driven Management professional with acquired wealth sales experience, enhanced by managing Financial Planning & Investment Advisory. I was selected for the 360 degree business experience. After sales, product and process management, I was given responsibility of taking HNI customer’s service experience to the next level. Currently heading service excellence and is responsible for delivering superior customer experience. Six Sigma certified professional adept at building robust processes for achieving high standards of efficacy & efficient Business compliance in service delivery, aiming greater Client Contactability leading to higher - Sales, Product Penetration & Persistency. Expertise in developing and implementing programs to smoothen business operations resulting in enhanced customer service. Ability to create buy in to promote healthy, positive work environment by investing time and effort into training & development programs. Energetic and enthusiastic self-starter ready to take on new challenges. CORE STRENGTHS # Driving Sales with quality of Service # Cross functional Collaboration # Business Process Improvements # Business Strategy & Analytics # Employee Training & Development # Products & Policies # Project Management # Service Compliance # Team Management
Certified in: Certified Six Sigma Green Belt Professional , Certified Six Sigma Black Belt Professional ,
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Total Experience: 0 (years)