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 Experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Key Account Specialist
Three Ireland
10.2024 - Current
- Cultivated strong relationships with key accounts to enhance customer satisfaction and retention.
- Analyzed account performance metrics to identify growth opportunities and address challenges effectively.
- Collaborated cross-functionally with sales and product teams to align strategies for key accounts.
- Developed tailored solutions based on client needs, contributing to increased revenue and improved service delivery.
- Implemented feedback mechanisms to capture client insights, driving strategic adjustments in account strategies.
- Streamlined processes for account reporting, enhancing accuracy and timeliness of information shared with stakeholders.
- Conducted regular business reviews with clients to assess project status and gather feedback for continuous improvement.
Customer Advisor
Abtran
01.2023 - Current
- 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.
Assistant Manager (Account Executive)
HDFC Bank
07.2019 - 10.2021
- 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
- Creating customer experience maps to analyze the pain points, improving customer experience and enhancing customer satisfaction.
Management trainee
HDFC Bank
01.2020 - 01.2021
- 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
Masters - Marketing
National college of Ireland
05.2023
Postgraduation - Banking and Finance
NIIT
05.2019
Bachelors - Management studies specialized Marketing
Pillai’s College of Arts, Science and Commerce
05.2017
Skills
- Decision making
- Proficient in Microsoft Office (Word, Excel, PowerPoint, Visio)
- 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 (2019-01-02)
- IRDA Certified (2020-01-08)
- Google Search Advertising
- Google display advertising certified
Timeline
Key Account Specialist
Three Ireland
10.2024 - Current
Customer Advisor
Abtran
01.2023 - Current
Management trainee
HDFC Bank
01.2020 - 01.2021
Assistant Manager (Account Executive)
HDFC Bank
07.2019 - 10.2021
Bachelors - Management studies specialized Marketing
Pillai’s College of Arts, Science and Commerce
Masters - Marketing
National college of Ireland
Postgraduation - Banking and Finance
NIIT
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