Bhavana Shah
Mumbai
Summary
Versatile and results-driven professional with extensive experience in data management, customer relations, and operations. Skilled in leveraging tools like Excel, Tableau, and Power BI to transform complex data into actionable insights that drive business decisions. Proficient in MIS management, strategic planning, and coordinating with stakeholders to optimize processes and enhance performance. Adept at handling account management, KYC processes, and customer support, with a keen focus on resolving issues and improving service quality. A proactive problem-solver with strong interpersonal skills, capable of managing multiple priorities, meeting tight deadlines, and contributing to team success. Enthusiastic, detail-oriented, and committed to continuous learning and personal growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Asst. Manager
Housing.com
Mumbai
01.2018 - Current
- Developed structured reports, pivot tables, and visual dashboards using Excel, Tableau, and other platforms to present complex data insights clearly.
- Compiled and delivered monthly reports on time, ensuring the timely availability of critical information to aid decision-making processes.
- Analyzed data trends and provided actionable insights to enhance performance and decision-making.
- Implemented and maintained security protocols for the Management Information System (MIS) to protect sensitive data, and optimize system performance.
- Managed multiple projects, met deadlines, and prioritized tasks based on urgency to ensure timely, accurate deliverables.
- Resolved customer issues related to microsite updates, lead delivery, and activations by identifying and addressing root causes.
- Facilitated effective communication across teams and with stakeholders, ensuring alignment on data needs and requirements.
- Oversaw the organization’s databases, ensuring data integrity, security, and efficient access and retrieval.
- Actively participated in strategic discussions with management, leveraging data insights to propose new initiatives aimed at improving sales performance, and driving revenue growth.
Backoffice - Executive
Religare Securities Ltd.
Mumbai
02.2014 - 01.2018
- Managed the account opening process in the KYC department, ensuring regulatory compliance and accurate documentation collection.
- Generated MIS reports to track operational metrics and provide data-driven insights.
- Created PowerPoint presentations summarizing operational data for internal and external stakeholders.
- Provided primary customer support, addressing inquiries and resolving complaints by identifying root causes, and coordinating with relevant departments.
- Responded promptly and professionally to customer requests, ensuring clear communication about products and services.
- Collaborated with internal teams to stay updated on product changes, and share insights.
- Managed multiple tasks, including account openings, customer inquiries, and report preparation, while meeting deadlines.
Back office Executive
Asian Business Exhibition & Conferences Ltd
Mumbai
07.2013 - 02.2014
- Respond to client queries and provide detailed information about stall details or relevant products/services
- Prepare invoices accurately and in a timely manner
- Send payment receipts to clients upon successful transactions
- Follow up on payments with clients to ensure timely and complete payment
- Maintain payment sheets and records for reference and reporting
- Distribute promotional materials to clients, ensuring they have the necessary information about products or services
- Collaborate with marketing or sales teams to provide updated promotional content
- Prepare reports summarizing key points discussed in meetings with clients or internal teams
- Develop and update calendars to schedule team and customer meetings
- Keep track of client interactions, invoices, and payment follow-ups
Sales Coordinator & Executive
Religare Securities Ltd.
Mumbai
03.2010 - 01.2013
- Operations and Sales Coordinator
- Manage and coordinate operational activities related to both sales and business operations
- Bridge communication between sales teams and other departments to ensure seamless workflow
- Generate Management Information System (MIS) reports to track and analyze key operational and sales metrics
- Provide insights based on MIS to support decision-making processes
- Create and deliver business presentations for the Zone, showcasing key performance indicators, sales achievements, and strategic plans
- Handle account opening processes in the KYC department for Equity and Currency segments
- Manage activities related to the Demat department, ensuring compliance with regulations
- Use data-driven insights to enhance operational and sales strategies
Backoffice - Executive
Angel Broking Ltd.
Mumbai
05.2008 - 03.2010
- Conduct induction training for new employees, ensuring a smooth assimilation into the organization
- Ensure the provision of welcome kits to new employees, fostering a positive onboarding experience
- Resolve client queries efficiently, serving as a point of contact between clients and the Central Support Office (CSO) in Mumbai
- Gather and provide feedback on client queries to improve service quality
- Liaise with the Central Support Office in Mumbai to ensure seamless communication
- Manage multiple responsibilities, including HR activities, client query resolution, and administrative tasks
Education
B.Com -
Marathawada Mitramandal College of Commerce
PuneH.S.C -
Marathawada Mitramandal College of Commerce
PuneS.S.C -
Muktanagan English School
PuneSkills
Technical & Analytical Skills:
- Advanced Excel (Pivot tables, structured tables, etc)
- Dashboards (data visualization and insights)
- PowerBI & Tableau
- Data Analysis (currently pursuing a course from BIS)
Management & Organizational Skills:
- Management Information Systems (MIS) management and security
- Time management and task prioritization
- Strategic discussions and project planning
- Handling multiple projects simultaneously with accuracy
Communication & Interpersonal Abilities:
- Interpersonal communication skills
- Relationship building (internal and external stakeholders)
- Customer relations and support
- Effective collaboration and team contribution
Problem-Solving & Critical Thinking:
- Troubleshooting and resolving customer issues
- Analyzing data for decision-making
- Implementing solutions for process optimization
Accomplishments
Recognized for being a catalyst in regional growth during the Regional Sales Offsite at Fern, Lonavala.
Certification
Successfully completed the “Everybody’s Introduction to Tableau” training under TNI 2024-25.
Timeline
Asst. Manager
Housing.com
01.2018 - Current
Backoffice - Executive
Religare Securities Ltd.
02.2014 - 01.2018
Back office Executive
Asian Business Exhibition & Conferences Ltd
07.2013 - 02.2014
Sales Coordinator & Executive
Religare Securities Ltd.
03.2010 - 01.2013
Backoffice - Executive
Angel Broking Ltd.
05.2008 - 03.2010
B.Com -
Marathawada Mitramandal College of Commerce
H.S.C -
Marathawada Mitramandal College of Commerce
S.S.C -
Muktanagan English School
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