Drishti Matreja
Mumbai
Summary
Motivated Assistant manager with 4 years of experience juggling multiple priorities to keep company running smoothly. Communicative team leader possessing outstanding time management and documentation abilities. Polished in overseeing employee performance and guiding and motivating new talent.
Overview
5
5
years of professional experience
Work History
Assistant Manager
Axis Bank Ltd.
Mumbai
04.2023 - Current
- Video call customers to complete the Full KYC.
- Verify the details submitted by the customer while applying for credit card and Documents submitted are matching.
- Perform due diligence checks & reviewing KYC documentation through Video calls.
Assistant Manager
Citi Bank
Mumbai
10.2022 - 03.2023
- Video call customers to complete the Full KYC.
- Verify the details submitted by the customer while applying for credit card and Documents submitted are matching.
- Perform due diligence checks & reviewing KYC documentation through Video calls.
- Was transferred from Citi bank to axis bank under the collaboration of the to banks.
Trainer
Teleperformance
Mumbai
09.2021 - 09.2022
- Promoted as a trainer in ICICI Direct process within 1 year of joining the company.
- Having knowledge of share and derivative trading.
- Evaluate employee performance to gauge where skills are lacking.
- Create training programs to address skill gaps in employees.
- Develop onboarding programs for new employees.
Customer Retention Agent
Teleperformance
THANE
11.2020 - 08.2021
- Contacted customers about potential service upgrades, new services and account changes.
- Provided top quality control and eliminated downtime to maximize revenue.
- Explained new products and services to customers.
- Consulted with customers to discuss market information.
- Answered customer questions to maintain high satisfaction levels.
- Monitored market trends and identified potential trades for consideration by traders.
Retention Agent
Toppr Technologies
Mumbai
04.2019 - 03.2020
- Developed client relationships that resulted in a long-term customer.
- Created and implemented lesson plans on child- led interests and curiosities.
- Act as a course tutor with responsibility for supporting learners in achieving their targets.
Education
Masters in Accountancy And Finance - Accountancy And Finance
RADAV College
Mumbai07-2021
Bachelor of Accountancy - Accountancy And Finance
RADAV College
Mumbai05-2019
CFA (Chartered Financial Analyst) - Finance
CFA Institute
Mumbai Skills
- Product and Service Knowledge
- Orientation and Training
- Customer Rapport
- Customer Relationship Management (CRM)
- Customer Relations
- Consulting
Timeline
Assistant Manager
Axis Bank Ltd.
04.2023 - Current
Assistant Manager
Citi Bank
10.2022 - 03.2023
Trainer
Teleperformance
09.2021 - 09.2022
Customer Retention Agent
Teleperformance
11.2020 - 08.2021
Retention Agent
Toppr Technologies
04.2019 - 03.2020
Masters in Accountancy And Finance - Accountancy And Finance
RADAV College
Bachelor of Accountancy - Accountancy And Finance
RADAV College
CFA (Chartered Financial Analyst) - Finance
CFA Institute
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