Hi, I’m
Shritika Vardhan
Dundrum
Summary
Highly motivated and results-driven professional with over 4 years of experience in banking and customer advisory roles. Proven track record in delivering exceptional customer service and driving sales through a consultative approach. Skilled in managing financial transactions, providing tailored financial advice, and identifying opportunities to cross-sell and up-sell banking products and services. Adept at leveraging analytical skills to support customers in making informed decisions and achieving their financial goals. Strong communicator with a commitment to maintaining client confidentiality and fostering long-term relationships. Focused Customer Service Representative skilled in customer relationship development and sales. Providing unsurpassed support to demanding customers with a passion for consistently improving numbers, enhancing knowledge and exceeding expectations.
Overview
5
years of professional experience
6
years of post-secondary education
1
Certification
Work History
Abtran
Customer Advisor
01.2023 - Current
Job overview
- Dealing with customer queries through calls, social media and webchats
- Having product expertise and providing solutions within the TAT
- Working with different support teams to enhance quality standards and end user CSAT
- Key focus on FCR and CX
- Completing RCA
- Adhering the GDPR norms
- Meeting all SLA and KPI targets
- Driving sales through service approach
- Establish and evolved formal Training processes, ensuring that new hires use industry accepted practices
- Assisted in developing and updating quality measurement tools and methods to enhance data collection accuracy and integrity
- Supported ongoing education and training programs to familiarize staff with quality measurement processes and reporting standards.
HDFC Bank
Assistant Manager (Account Executive)
07.2019 - 10.2021
Job overview
- Portfolio management, being single point of contact for large customers, solving queries and cross selling of the products according to the customer needs
- Generated new leads to add in the portfolio monthly through cold calling, email marketing, and social selling, consistently meeting monthly lead generation goals
- Developed and maintained a pipeline of qualified leads, improving the deal conversion rate through effective sales process optimization
- Conducted financial needs assessments to provide personalized advice and develop long-term client relationships.
Management trainee
01.2020 - 01.2021
Job overview
- Handle day-to-day banking activities, such as transaction processing, client service, and accurate record-keeping
- Ensure compliance with banking regulations and internal policies, conducting regular audits and risk assessments
- Work together with cross-functional teams to create and implement plans that will improve operational efficiency and customer service
- Support sales teams by identifying opportunities for cross-selling and up-selling banking products and services
- Handled client problems, gave financial guidance, and handled transactions to provide outstanding customer service
- Conducted customer account reviews and identified opportunities to recommend additional banking products
- Trained new staff on banking procedures and customer service protocol
- Efficiently and accurately handled a large number of corporate financial transactions
- Ensuring proper financial reporting and day end cash reconciliation
- Control the administration of financial resources, such as cash, cheques, deposit slips making sure that tracking and reporting are done correctly.
Education
National College of IrelandDublin
Masters in Marketing from Marketing
09.2022 - 05.2023
NIITMumbai
Postgraduation: Banking and Finance
11.2018 - 05.2019
Pillai's College of Arts, Science And Commerce, MumbaiMumbai
Bachelors In management studies specialized Marketing from Marketing
01.2013 - 05.2017
Skills
- Decision making
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Communication and collaboration
- Positive attitude
- Proficient in Oracle Flex cube
- Analytical and decision making
- Client relationship building
- Target Audience Identification
Certification
- Certification in AMFI V A (02/01/19)
- IRDA Certified (08/01/20)
- Google Search Advertising
- Google display advertising certified
Timeline
Customer Advisor
Abtran
01.2023 - Current
National College of Ireland
Masters in Marketing from Marketing
09.2022 - 05.2023
Management trainee
01.2020 - 01.2021
Assistant Manager (Account Executive)
HDFC Bank
07.2019 - 10.2021
NIIT
Postgraduation: Banking and Finance
11.2018 - 05.2019
Pillai's College of Arts, Science And Commerce, Mumbai
Bachelors In management studies specialized Marketing from Marketing
01.2013 - 05.2017
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