Nisha Shravan Jaiswal
Banking
Navi Mumbai
Summary
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.
Overview
3
3
Languages
2
2
Certifications
4041
4041
years of post-secondary education
9
9
years of professional experience
Work History
Virtual Relationship Manager
Axis Bank
08.2025 - Current
- Managed a high-net-worth customer portfolio, efficiently resolving account-related inquiries.
- Facilitated cross-selling of customized loans and insurance offerings to fulfill client requirements.
- Handled inquiries from high-net-worth individuals related to account services. Enabled the provision of personalized financial solutions, covering all loan options.
- Established long-term client relationships via personalized financial solutions, fostering increased customer loyalty.
- Managed customer inquiries and efficiently resolved issues, boosting overall service satisfaction rates.
- Coordinated with cross-functional teams to refine service processes, improving operational efficiency.
Service Manager
YES BANK
09.2024 - 04.2025
- Facilitated end-to-end resolutions for customers via calls and emails regarding queries.
- Conducted follow-ups with branches and relevant departments concerning customer complaints.
- Resolved escalated customer complaints with tact and professionalism, restoring client confidence.
- Developed and implemented service delivery strategies, resulting in improved response times and efficiency.
Insurance Verifier
AU Small Finance Bank
10.2023 - 09.2024
- Authenticate and conclude all insurance retail products via phone interactions.
- Conduct insurance training sessions for RMS, and partner with team members to attain target results.
- Executing call audits while delivering constructive feedback to RMS, TLS, and other team members.
- Coordinated email escalations to secure a complete resolution.
Phone Banking Officer
Kotak Mahindra Bank
02.2021 - 09.2021
- Resolved HNI customer questions pertaining to retail liabilities, and credit card challenges.
- Promoted cross-selling initiatives for term deposits, credit card enhancements, and personal loan options linked to credit cards.
- Guided customers in acquiring product information and accessing account services, enhancing the banking experience.
Senior Customer Support Executive
Platinum One Business Service Pvt Ltd
09.2018 - 01.2021
- Present property details, aligning with customer expectations, and motivating customer site visits.
- Motivating channel partners to join Kalpataru for business.
- Employed CRM software to monitor customer interactions, enhancing personalized support and relationship management.
Migration Executive
Prothious Engineering Service Pvt. Ltd
02.2017 - 05.2018
- Developed and delivered presentations that addressed client needs and enhanced understanding of services.
- Generated escalation email reports and ensured timely responses to client inquiries.
- Conducted follow-ups with project manager to ensure job submittals progressed smoothly.
Education
B.M.S - Finance
Ram Niranjan Jhunjhunwala College
MumbaiH.S.C - Commerce
Bright Jr. College
MumbaiS.S.C -
R.A.U.B.S High School
Mumbai, India 04.2001 - 01.2011
Post Graduate Diploma in Management - Financial Management
Welingkar Institute of Management Development And Research
Mumbai, India 07.2023 - 03.2025
Skills
Client-centered
Conflict resolution
Presentation design
Advanced Excel proficiency
Customer relationship management
VLOOKUP
Pivot Table
Proficient in MS Office
Accomplishments
- Top Performer in Personal Loan and Auto-Loan.
- Top Performer in Life Insurance and Health Insurance.
Certification
IRDA Certification
Hobbies and Interests
- Cooking
- Making Freehand Designs
- Internet Surfing
Timeline
Virtual Relationship Manager
Axis Bank
08.2025 - Current
Service Manager
YES BANK
09.2024 - 04.2025
Insurance Verifier
AU Small Finance Bank
10.2023 - 09.2024
Post Graduate Diploma in Management - Financial Management
Welingkar Institute of Management Development And Research
07.2023 - 03.2025
Phone Banking Officer
Kotak Mahindra Bank
02.2021 - 09.2021
Senior Customer Support Executive
Platinum One Business Service Pvt Ltd
09.2018 - 01.2021
Migration Executive
Prothious Engineering Service Pvt. Ltd
02.2017 - 05.2018
S.S.C -
R.A.U.B.S High School
04.2001 - 01.2011
B.M.S - Finance
Ram Niranjan Jhunjhunwala College
H.S.C - Commerce
Bright Jr. College