Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SHRITIKA VARDHAN

Dundrum

Summary

Proven 5 years experience in sales and customer relationship management, with background in diverse sales environments. Possess strong communication, negotiation, and strategic planning skills critical for success in sales roles. Demonstrated ability to increase customer satisfaction and loyalty through effective sales tactics and service excellence. Contributed to significant growth in client base and revenue in previous positions by identifying new opportunities and optimizing sales processes.

Account management with Government and large enterprise accounts.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Key Account Specialist

Three Ireland
Dublin
10.2024 - Current
  • Handling Government and large enterprise clients
  • Cultivated strong relationships with key accounts to enhance customer satisfaction and retention.
  • Analyzed account performance metrics to identify growth opportunities and address challenges effectively.
  • In-dept knowledge of products, including features, benefits and applications.
  • Created initiatives for product development, making sure they were in line with client feedback.
  • 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.
  • Managed account portfolios, ensuring timely follow-ups and updates for clients.
  • B2B Sales experience
  • Managed customer relationship management software to streamline client interactions (salesforce).
  • Regular Interaction with C- level executive.

Customer Advisor

Abtran
01.2023 - 10.2024
  • 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
  • In-dept knowledge of banking and insurance products
  • Educated clients on banking and insurance products, enabling them to make informed decisions regarding their financial needs
  • Creating customer experience maps to analyze the pain points, improving customer experience and enhancing customer satisfaction.
  • 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.

Management trainee

HDFC Bank
01.2020 - 01.2021
  • 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.
  • 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
Mumbai
05.2017

Skills

  • Decision making
  • Communication and collaboration
  • Positive attitude
  • Analytical and decision making
  • Client relationship building
  • Target Audience Identification
  • Proficient in Microsoft Office (Word, Excel, PowerPoint, Visio)
  • Proficient in Oracle Flex cube

Certification

  • Certification in AMFI V A
  • IRDA Certified
  • Google Search Advertising
  • Google display advertising certified

Timeline

Key Account Specialist

Three Ireland
10.2024 - Current

Customer Advisor

Abtran
01.2023 - 10.2024

Management trainee

HDFC Bank
01.2020 - 01.2021

Assistant Manager (Account Executive)

HDFC Bank
07.2019 - 10.2021

Masters - Marketing

National college of Ireland

Postgraduation - Banking and Finance

NIIT

Bachelors - Management studies specialized Marketing

Pillai's College of Arts, Science and Commerce

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