Jvelika Raul
Mumbai
Summary
Results-driven and top-performing Associate Service Delivery Manager at INDUSIND BANK, specializing in service delivery and client relationship management. Expert in data evaluation and CRM system implementation, driving revenue growth, operational efficiency, and consistently surpassing sales targets.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Service Delivery Manager
INDUSIND BANK
Mumbai
04.2023 - Current
- Acquired CASA, NR, and HNI accounts through targeted marketing and strategic partnerships, managing HNI client portfolios with personalized solutions.
- Monitored key performance indicators (KPIs) to refine strategies, Enhanced service delivery, fostering strong client relationships.
- Validated compliance with established financial protocols.
- Boosted revenue by effectively promoting key financial products, including Home Loans, Life Insurance (Tata AIA, ICICI Prudential), Health Insurance (Care, Reliance), and Personal Loans, through targeted marketing strategies and client engagement.
- Led and mentored staff to meet operational goals.
- Coordinated efforts between multiple departments including IT, compliance, risk, and sales.
- Streamlined operations for better performance.
- Ensured a positive experience by prioritizing customer needs.
Customer Service Executive
HDFC BANK
Mumbai
03.2022 - 12.2022
- Handled transactions including deposits, withdrawals, transfers and payments.
- Ensured precise balancing and monitoring of currency in cash operations.
- Address customer inquiries and efficiently resolve issues.
- Facilitated cross-selling of banking products to achieve higher sales targets.
- Ensured precise verification of client identities.
- Maintained comprehensive transaction logs.
- Handled administrative duties including document organization, data management, and report generation.
- Maintained accurate records of customer interactions, transactions and comments in the database system.
Education
Bachelor of Commerce - Financial Accounting and Auditing
Mithibai College of Commerce And Economics
Mumbai02-2022
MBA - Supply Chain Management
Narsee Monjee Institute of Management Studies
trueSkills
- Productivity Improvement
- Customer Feedback Assessment
- Precision in Sales Projections(CASA, Fixed deposits)
- Collaborative Networking Skills
- Enhancing Workflow Efficiency
- Customer Relationship Development
- Investment Portfolio Management(Mutual Funds, Stocks, SIP, Insurance)
- Regulatory Compliance Oversight
- Asset and Wealth Management
Personal Information
Date of Birth: 24/10/2001
Certification
- IRDA Certified
Languages
Marathi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Accomplishments
- Qualified for multiple prestigious events and ranked among top performers.
- Honoured with awards and recognition for exceptional contributions and performance within the organization.
- Received appreciation from senior leadership for outstanding achievements and impact.
Timeline
Associate Service Delivery Manager
INDUSIND BANK
04.2023 - Current
Customer Service Executive
HDFC BANK
03.2022 - 12.2022
Bachelor of Commerce - Financial Accounting and Auditing
Mithibai College of Commerce And Economics
MBA - Supply Chain Management
Narsee Monjee Institute of Management Studies