MINAKSHI SRIVASTAVA
LUCKNOW
Summary
Dynamic professional with a strong financial foundation, specializing in client retention and satisfaction through strategic communication and tailored solutions, contributing directly to business growth and operational excellence.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC BANK
LUCKNOW
05.2024 - Current
- Maintained compliance with internal controls and regulatory requirements for banking transactions.
- Monitored client transactions for compliance, ensuring alignment with financial regulations.
- Acted as liaison between clients and banking teams for portfolio management assistance.
- Implemented retention strategies via customized service options and consistent follow-ups.
- Resolved customer queries efficiently to enhance overall client experience.
- Leveraged digital platforms for prompt financial advice and personalized assistance.
- Coordinated with internal teams to uphold accurate client data and align with KYC/AML norms.
- Conducted regular analysis of financial product usage to support decision-making and enhance process efficiency.
Human Resources Intern
REGENVO MOBILE PRIVATE LIMITED
LUCKNOW
05.2023 - 07.2023
- Facilitated onboarding and attrition analysis of VBA employees, improving employee lifecycle management processes.
- Managed HR operations involving final settlements, resignation processing, and payroll deductions.
- Conducted a summer project investigating causes of VBA turnover and effects on organizational efficiency.
Education
MBA - MARKETING AND HUMAN RESOURCE
Jaipuria Institute of Management
Lucknow 04-2024
Masters in Commerce -
K.K .P.G College
Etawah03-2022
Bachelor in Commerce -
K.K .P.G College
Etawah03-2020
Skills
- Customer Retention and Satisfaction
- Effective Communication
- Portfolio Management
- Financial Planning
Certification
- Certified by the National Institute of Securities Markets (NISM) in the Mutual Fund Distributors Module.
- Certified by the Insurance Regulatory and Development Authority of India (IRDAI) for insurance advisory and sales.
- Proficient in data visualization and reporting, with hands-on experience in Tableau, Power BI, and Excel to create interactive dashboards and insightful reports that support strategic decision-making.
Timeline
Deputy Manager
HDFC BANK
05.2024 - Current
Human Resources Intern
REGENVO MOBILE PRIVATE LIMITED
05.2023 - 07.2023
MBA - MARKETING AND HUMAN RESOURCE
Jaipuria Institute of Management
Masters in Commerce -
K.K .P.G College
Bachelor in Commerce -
K.K .P.G College
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