SN
Simran Negi
ID: CCE606458
Simran Negi
ID: CCE606458
- Relationship manager, Axis mutual fund
SN
Simran Negi
ID: CCE606458
- Relationship manager, Axis mutual fund

About Simran Negi
Client-focused management professional with hands-on experience in relationship management, business operations, and marketing execution within the financial services sector. Strong exposure to stakeholder communication, data interpretation, and process coordination. Skilled in supporting consulting engagements, improving customer experience, and working with cross-functional teamseducati.
Employment History
2025
AM
Axis mutual fund
30th Jun 2025 to Present
Relationship manager
30th Jun 2025 to Present
See MoreSalary Package
Salary Hidden
Roles & Responsibility
Prospected and qualified leads through cold calling, email
campaigns, and networking events.
Increased sales by 20% by implementing effective upselling
and cross-selling strategies.
Maintained up-to-date knowledge of product features and
benefits to provide accurate information to clients.
Provided exceptional customer service, addressing inquiries
and resolving issues in a timely manner.
Monitored client service metrics and feedback to identify
improvement areas and enable data-driven enhancements
in customer experience.
Assisted in process documentation and standard operating
procedures to improve operational efficiency and
consistency.
Acted as a point of contact for internal stakeholders,
ensuring smooth execution of client requests and issue
resolution.
Skills
- Marketing
- Multitasking in High-Volume Environments
Education
2025
MBA.
Army institute of management and technology greater Noida
13th Apr 2023 to 30th Jun 2025
Expertise
Problem solver
4/5
