Simran Dubey
Portfolio Manager at Happay
- Role
- Portfolio Management at Happay
- Location
- Varanasi, IN
- LinkedIn followers
- 500 followers
About Simran Dubey
To be associated with a growth-oriented company where my skills can help in the…
Experience
Portfolio Management
Jul 2022 — Present · Bengaluru, IN
Briefing the company\'s products to clients and channel partners(HDFC).Ensuring high levels of customer satisfaction as well as up-sell and cross-sell potential within existing customers to maximize share of wallet.Managed a portfolio of over 500 high net-worth clients and successfully managed a portfolio with a volume of INR 100 Crores, consistently exceeding performance targets and delivering exceptional service to ensure long- term customer satisfaction.Worked on a CRM tool to manage the sales process and convert leads into loyal clients.Grew annual revenue by 25% for top-tier account through strategic upselling and cross-selling initiatives
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