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Neha Kulkarni
Project Manager
Pune,MH
Summary
Associate Vice President at HSBC Bank with over 9 years of experience in BFSI, specializing in project management, portfolio optimization, and wealth planning. Demonstrated success in agile delivery, stakeholder engagement, and compliance management across multiple projects. Seeking to leverage expertise in a dynamic organization focused on growth and innovation.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Associate Vice President / Premier Relationship Manager
HSBC Bank
03.2025 - Current
- Defined project scope and objectives for client onboarding and service enhancement.
- Managed banking applications and developed solutions by collaborating with relevant departments.
- Collaborated with cross-functional teams to optimize operational processes and efficiency.
- Maintained design KPI reports and dashboards for clients and senior management.
- Reported to executive leadership on performance metrics, challenges, and strategic opportunities.
- Resolved escalation service requests through effective documentation and collaboration.
- Coordinated with IT department to implement new technologies and systems enhancements.
- Ensured alignment with organizational strategy and compliance requirements.
- Trained and supported new employees in CRM processes to enhance onboarding experience.
Sr. Relationship Manager
DBS Bank India Pvt Ltd
06.2020 - 03.2025
- Streamlined retail banking processes and cross-selling initiatives, improving customer engagement and sales opportunities.
- Led cross-functional teams, achieving timely project completion across multiple initiatives.
- Developed comprehensive project plans and schedules for diverse projects.
- Trained junior staff on best practices and tools in project management.
- Maintained records of all project-related documents, including specifications and change orders.
- Communicated with stakeholders to align project goals with budget constraints, fostering transparency and accountability.
- Drafted progress reports for executive leadership team, emphasizing project milestones and contributions to strategic objectives.
- Participated in professional development to remain informed about industry trends and technologies.
Senior Executive (BFSI)
HCL Technologies
11.2018 - 05.2020
- Designed query-handling workflows and managed escalation procedures to enhance response times.
- Managed business SLA documentation for future accessibility and quick reference.
- Coordinated with sales and technical teams to streamline planning and execution processes.
- Contributed to target planning and strategies for enhancing sales processes.
- Ensured compliance with customer care service standards across all personnel.
- Facilitated recruitment and training of new customer service employees.
- Responded to customer inquiries, delivering thorough and timely resolutions.
- Advised on technological integration in customer support strategies to improve service delivery.
Customer Relationship Executive
Accenture
10.2017 - 11.2018
- Delivered exceptional service through effective communication and problem-solving skills.
- Resolved customer complaints promptly, adjusting bills and issuing refunds.
- Handled banking queries while identifying cross-selling and wealth creation opportunities.
- Assisted clients with inquiries using specialized company tools and software.
- Identified improvement areas in customer service processes and suggested effective changes.
- Documented customer interactions accurately in internal database systems.
- Trained new staff on best practices to enhance client engagement and service delivery.
- Performed administrative duties, including filing paperwork, updating databases, and generating reports.
Senior Customer Service Executive
Tata Consultancy Services
01.2017 - 10.2017
- Managed inbound and outbound financial queries, resulting in consistently high-quality scores.
- Resolved complex customer inquiries efficiently to enhance service delivery.
- Developed and implemented strategies that boosted customer satisfaction.
- Coordinated interdepartmental communication, improving issue resolution timelines.
- Utilized CRM software for tracking customer interactions and maintaining accurate records.
- Conducted root cause analysis on recurring customer service issues, reducing future occurrences.
Education
Bachelor of Engineering - Computer Software Engineering
SVERI's COE
Pandharpur01-2016
Skills
- Client relationship management
- Portfolio management
- Project management
- Service delivery management
- Risk compliance
- KPI monitoring
- Data analysis
- Documentation and reporting
- Stakeholder communication
- Cross-functional collaboration
- Agile optimization
- Team leadership
- Problem-solving aptitude
Certification
- PMP Certification, Application Submitted
- NISM Certification, Completed
- AMFI, PMS, IRDA, CIEL, Certified
- MDRT Qualifier, 2023 & 2024
Accomplishments
- 40% revenue boost YoY.
- 'Top Performer Award' - two consecutive years.
- Runner-up Star Performer
- Millionaire Manager Award - DBS Bank, 2021.
- Recognized for excellence in cross-selling and customer success.
Languages
English
Advanced (C1)
C1
Marathi
Native
Native
Hindi
Proficient (C2)
C2
Affiliations
- Dance
- sightseeing
- Arranging cultural events
- Team get-togethers
Timeline
Associate Vice President / Premier Relationship Manager
HSBC Bank
03.2025 - Current
Sr. Relationship Manager
DBS Bank India Pvt Ltd
06.2020 - 03.2025
Senior Executive (BFSI)
HCL Technologies
11.2018 - 05.2020
Customer Relationship Executive
Accenture
10.2017 - 11.2018
Senior Customer Service Executive
Tata Consultancy Services
01.2017 - 10.2017
Bachelor of Engineering - Computer Software Engineering
SVERI's COE