Afrah Shaikh

+•• ••••• •••••••••••@•••••.com

Virtual Relationship Manager · ICICI PRUDENTIAL AMC · 5.2 yrs

I am an ambitious and determined Virtual Relationship Manager, dedicated to achieving mastery in client engagement through diligent effort and a pragmatic approach. My approachable demeanor allows me to build strong, lasting relationships, consistently striving to understand and effectively meet client needs.

  • Mumbai
  • Remote

Ask about Afrah

Skills

Claimed

Mentoring and Peer CoachingAdaptabilityContingency PlanningStrategic PlanningProblem SolvingCustomer ServiceDocument VerificationGuidanceLead ManagementTime ManagementWhatsApp CommunicationProfessional Email Writing

Proof of Experience

Virtual Relationship Manager

ICICI PRUDENTIAL AMC · Nov 2022 – Present

  • Managed virtual client relationships and provided customer support through calls and digital communication
  • Assisted clients with investment-related queries and account servicing
  • Maintained accurate client records and coordinated follow-ups through CRM systems
  • Worked closely with sales teams to improve customer engagement and retention
  • Handled multitasking, scheduling, and client coordination in a fast-paced environment
  • Achieved performance targets and contributed to team sales goals

Account Opening Executive

HDFC SECURITIES · Aug 2021 – Nov 2022

  • Worked in the Digital Account Opening Team handling customer onboarding processes
  • Assisted clients with documentation, account setup, and issue resolution
  • Managed customer communication and relationship handling efficiently
  • Coordinated with internal teams to ensure smooth account activation
  • Maintained data accuracy and operational compliance

Proof-of-Work

No completed sessions yet. Anything Afrah finishes shows up here with the evidence behind it.

Proof of Education

Bachelor, Management Studies

Mumbai University · 2018 — 2021

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