Sanjay Agarwal

Performance-driven professional, offering 23+ years of experience in the financial services domain, focusing on key areas such as accounting, compliance, and customer relationship management to enhance operational effectiveness. Engaging actively in the role of Customer Relationship Manager, facilitating prompt and effective resolutions to customer inquiries while enhancing overall satisfaction. Championed the promotion of a wide array of financial products, which significantly boosts customer satisfaction and fosters long-term loyalty. Earned accolades for unwavering commitment to delivering exceptional quality in work and upholding the highest standards of operational excellence. Demonstrated robust interpersonal & leadership capabilities, adeptly mentoring teams to achieve collective objectives and drive performance. Exhibit a high level of expertise in financial analysis and reporting, ensuring meticulous examination of financial statements to provide valuable insights for decision-making. In-depth knowledge of regulatory compliance & risk management practices, ensuring all operations align with statutory requirements and internal policies. Facilitated ongoing training sessions for team members, aimed at enriching product knowledge & elevating customer service skills to meet organizational standards. Possess a diverse skill set that includes advanced financial analysis, strategic planning, & customer engagement techniques, enabling delivery of tailored financial solutions that meet client needs and drive business growth.