Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jay Shah

Jay Shah

Mumbai

Summary

Qualified Relationship Manager with documented history of meeting and exceeding sales goals. Known for strong relationship-building skills and commitment to maintaining loyal customers. Excellent record of expanding market share, retaining customers and promoting new initiatives.

Overview

13
13
years of professional experience

Work History

Accounts Manager Transaction Banking

ICICI Bank Ltd
Mumbai
11.2023 - 08.2024
  • New Client Acquisition: New current account opening and onboarding new clients. Maintained up-to-date knowledge of banking regulations, products, and services offered by the bank.
  • Client Relationship Management: Building and maintaining relationships with corporate clients, understanding their specific financial needs, and providing tailored solutions.
  • Product and Service Delivery: Managing and delivering transaction banking products, such as cash management, trade finance, and payment solutions.
  • Business Development: Identifying new business opportunities, acquiring new clients, and expanding the bank's transaction banking portfolio.
  • Risk Management: Assessing and mitigating risks associated with transactions, including fraud prevention and compliance.

Senior Relationship Manager

Tata Consultancy Services
Mumbai
03.2011 - 11.2023
  • Conducted outbound calls to engage prospective customers and gather information.
  • Provided detailed product information to assist customers in making informed decisions.
  • Recorded customer interactions accurately in the CRM system for future reference.
  • Resolved customer inquiries promptly, ensuring a positive experience for callers.
  • Collaborated with team members to improve calling strategies and techniques.
  • Trained new telecallers on effective communication and sales practices.
  • Analyzed customer feedback to identify trends and recommend improvements.
  • Maintained up-to-date knowledge of products, services, and promotions available.
  • Answered incoming calls from customers seeking assistance with product or service related issues.
  • Resolved customer complaints in an efficient manner following established protocols.
  • Follow-up with customers via phone or e-mail regarding service experience for customer retention reporting.
  • Developed customer relationships through active listening, understanding their needs, and providing appropriate solutions.

Education

Master of Business Administration - Finance

ITM-GROUP OF Institution's
Kharghar (Navi Mumbai)
2016

Bachelor of Commerce - Commerce

VIVA College of Arts Science And Commerce
Mumbai, MH
2010

Higher Secondary School Certificat - Commerce

Viva College of Arts Science and Commerce
Mumbai, MH
2007

Secondary School Certificate -

MGM Academy High School
Mumbai, MH

Skills

  • NCA specialist for international banking
  • Client relations management
  • Dispute resolution
  • Team leadership
  • Strategic partnerships
  • Business development
  • Financial data analysis
  • Trade finance expertise
  • Account management

Accomplishments

  • Promoted from Process Associate to Senior Relationship Manager and now working as corporate Finance Analyst.
  • Developed Applications like Hardship Calculator for better customer experience,
  • Created and developed critical Finance Tools like Variance Worksheet, UBR UER Register to atomize daily activities in order to consistently exceed quality and productive Outcome.
  • Improved CSAT reviews by successfully handling customer complaints and implementing monthly training with team.

Timeline

Accounts Manager Transaction Banking

ICICI Bank Ltd
11.2023 - 08.2024

Senior Relationship Manager

Tata Consultancy Services
03.2011 - 11.2023

Master of Business Administration - Finance

ITM-GROUP OF Institution's

Bachelor of Commerce - Commerce

VIVA College of Arts Science And Commerce

Higher Secondary School Certificat - Commerce

Viva College of Arts Science and Commerce

Secondary School Certificate -

MGM Academy High School

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Jay Shah