Aastha Srivastava
Mumbai
Summary
Highly accomplished and results-driven professional with over 6 years of experience in client relationship management, brand management, reconciliation, underlying documents, import export, customer handling, MIS preparation, channel management, and team management. Skilled at building and nurturing strong client relationships while consistently exceeding expectations. Proficient in developing and implementing effective brand strategies to drive business growth. Demonstrates strong analytical skills in complex data analysis and accurate MIS report preparation to support informed decision-making. Exhibits strong leadership qualities through successful team management and collaboration.
Overview
9
9
years of professional experience
Work History
Deputy Manager
HDFC Bank
Mumbai
04.2022 - Current
- Maintained positive customer relationships and implemented tailored strategies to exceed customer expectations
- Working as a Recon Executive in GR(General Receipt) of Loan closures file in CRU(Central Reconciliation Unit)
- Responsible for reviewing and organizing emails from branches regarding loan closures.
- Recorded and organized customer transactions, encompassing imports and exports, with utmost accuracy within a 15-day period following deal booking. Regularly prepared daily MIS for underlying receipts.
- Verified all underlying documents at checker points, processed and disbursed files, managed and optimized branch administration operations, maintained regular communication with branch customers to ensure their satisfaction, and resolved any issues.
- Coordinated with central ops team for improved efficiency
- Generated regular Daily and Monthly MIS reports
- Enhanced efficiency of customer onboarding by optimizing the KYC and document validation process
- Maintained a high level of responsiveness in resolving customer concerns
- Maintained policy compliance throughout the organization
- Thoroughly checked files to verify completeness and relevancy of information
- Maintained close collaboration with team in resolving daily discrepancy exceptions
- Incorporated innovative tactics in collaboration with branch and sales team to penetrate new accounts and expand existing ones for diverse range of financial products and services.
Senior Assistant
Reliable Legal Partners
Mumbai
11.2017 - 12.2019
- Provided comprehensive support to lawyers in preparing for meetings, hearings, and trials while also handling contract drafting, assessment, analysis, negotiation, and review.
- Conduct legal research and investigate the facts of each case.
- Facilitated effective communication between clients, stakeholders, and other involved parties
- Negotiates transactions and agreements governing licensing, leasing, partnerships, and strategic alliances with outside business entities and organizations.
- Logged and distributed incoming mail, including regular and electronic forms.
- Maintained accurate records of filed cases and their corresponding court dates
- Successfully arranged appointments for meetings, interviews, and depositions through clear communication with clients and witnesses
- Draft and proofread correspondence and legal documents, such as pleadings and contracts.
Insurance & CRE Executive
Megha Auto Dealers Pvt Ltd
Lucknow
12.2015 - 10.2017
- Utilized multiple insurance platforms to issue policies
- Preparing quotes from different insurance companies using portals and calculators, and sharing them with the sales team within the defined TAT.
- Negotiating the proposal with insurance companies.
- Developed genuine connections and established trust with a diverse range of clients
- Managed and tracked policies generated through MIS system
- Increased efficiency by using Ninja Software to retrieve reports
- Took the initiative to seek feedback and resolve issues through effective communication strategies.
Education
Post Graduate Diploma in Sales & Relationship Banking -
Manipal University
Bangalore, Karnataka02.2022
Master in Computer Application -
Integral University
Lucknow, U.P.01.2018
Bachelor of Computer Application -
Lucknow University
Lucknow01.2014
Skills
- Performance Improvements
- Cost analysis and savings
- Task Delegation
- Purchasing and planning
- Sales strategics
- Employee Scheduling
- Cost Reduction
- Compliance understanding
- Project Management
- Contract Management
- Microsoft Office expertise
- Budgeting and finance
Personal Information
- Title: Deputy Manager
- Date of Birth: 01/22/94
- Marital Status: Married
Hobbies and Interests
- Traveling
- Listening Music
- Cooking
Timeline
Deputy Manager
HDFC Bank
04.2022 - Current
Senior Assistant
Reliable Legal Partners
11.2017 - 12.2019
Insurance & CRE Executive
Megha Auto Dealers Pvt Ltd
12.2015 - 10.2017
Post Graduate Diploma in Sales & Relationship Banking -
Manipal University
Master in Computer Application -
Integral University
Bachelor of Computer Application -
Lucknow University
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