Tabish Akhtar
Owner – PhoneTechMBA (Banking and Financial Service ) and (Investment Banking) || Financial Planner || Wealth Management || MF/PMS/AIFTalk about #investment #Valuation #mergerandacquisition #financialanalysis.
- Role
- Owner at Phonetech
- Location
- Patna, BR, IN
- LinkedIn followers
- 500 followers
About Tabish Akhtar
Key Skills and Strengths:• Customer Relationship Management: Proven ability to build and maintain strong relationships with a diverse clientele, including high-net-worth individuals (HNIs). Consistently high retention rates and positive customer feedback highlight this strength.• Sales and Business Development: A track record of exceeding sales targets through cross-selling, upselling, and promoting products/services. Experience in tailoring presentations and proposals to meet individual client needs. Demonstrated success in converting consultations into sales.• Communication and Interpersonal Skills: Excellent communication skills, both written and verbal. Adept at understanding client needs, explaining complex information clearly, and resolving inquiries effectively. Experience conducting meetings, presentations, and consultations.• Problem-Solving and Analytical Skills: Ability to assess client situations, analyze financial positions, and provide tailored solutions. Demonstrated problem-solving skills in resolving customer inquiries and addressing client concerns.• Organizational and Time Management Skills: Experience managing multiple clients and projects simultaneously, prioritizing tasks, and meeting deadlines. Ability to work effectively in fast-paced environments.Work Experience Summary:• NIVA BUPA Health Insurance Pvt Ltd (Aug 2022 - Jul 2023): As a Relationship Manager, focused on resolving customer inquiries, increasing customer coverage through sales, and managing relationships with high-net-worth individuals. Achieved a high first-call resolution rate and significant increases in customer coverage.• Tele-Performance (Axis bank HQ)(Oct 2019 - Nov 2020): As a Relationship Manager, communicated with a large client base, assessed financial positions, and promoted banking products. Maintained strong relationships with HNI clients and achieved a high retention rate.• Cygnus Communication Pvt Ltd Company (Nov 2018 - Oct 2019): As a Client Service Representative, served as the primary point of contact for clients during event planning and execution. Conducted client meetings, managed expectations, and facilitated communication between clients and internal teams.
Experience
Owner
Jun 2025 — Present · US
Education
Lovely Professional University
Master of Business Administration - MBA, Sales and Marketing Operations/Marketing and Distribution Teacher Education
Impact institute of event management
BBA, Meeting and Event Planning
2016 — 2019
Impact institute of event management
Bachelor of Business Administration (BBA), Meeting and Event Planning
2016 — 2019
Skills
- Fundraising
- Marketing Strategy
- Special Events
- Event Planning
- Public Speaking
- Entertainment
- Public Relations
- Corporate Events
- Social Media
- Customer Service
- Microsoft Office
- Marketing
- Event Management
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