Pritesh Shah
Summary
Detail-oriented Trade Finance Operations specialist with a comprehensive background in international trade and finance. Adept at managing letters of credit, trade documentation, and ensuring compliance with regulatory requirements. Proven track record of streamlining processes to enhance operational efficiency. Seeking a challenging role to contribute expertise in facilitating seamless trade transactions and mitigating risks
Overview
14
14
years of professional experience
Work History
Senior Customer Service Representative
TATA CONSULTANCY SERVICES (TCS)
Mumbai, India
11.2015 - 02.2024
- • PROJECT NAME : CITIBANK NA (SUNSHINE)
- • Identified customer needs through active listening and financial profiling to deliver personalized solutions
- • Promoted relevant Citibank products including credit card upgrades and new card variants, balance transfer offers.
- • Successfully upsold add-on and supplementary cards, reward programs, lifestyle benefits, and insurance add-ons
- • Clearly explained product features, benefits, pricing, and eligibility to help customers make informed decisions
- • Consistently achieved individual and team sales targets while maintaining high customer satisfaction and quality scores • Converted service calls into revenue opportunities by handling objections professionally and using needs-based selling techniques
- • Ensured all sales pitches and account servicing activities complied with ethical standards, bank policies, and regulatory requirements
- • Maintained accurate customer records and documentation in CRM and internal banking systems • Met key performance indicators including AHT, FCR, quality audits, and sales conversion ratios.
Manager
DHRUV JEWELS
Mumbai
02.2013 - 08.2015
- Dedicated Sales and Marketing Manager with a successful track record in the gold jewelry industry.
- Proven ability to drive sales growth through strategic marketing initiatives, brand development, and effective team leadership.
- Adept at cultivating strong client relationships and implementing innovative sales strategies.
- Seeking a dynamic role to leverage expertise and contribute to the success of a thriving gold jewelry business.
Senior CSE - Report Writing
FIRST ADVANTAGE PRIVATE LIMITED
Malad, Mumbai
06.2010 - 12.2011
- Key contributor within the report writing team, specializing in crafting comprehensive background verification reports.
- Proficient in coordinating with internal departments to gather and analyze candidate data.
- Implemented streamlined processes to enhance the efficiency of background verification procedures.
- Demonstrated attention to detail in maintaining the accuracy and integrity of verification reports.
- Proactively engaged in cross-functional communication to address any discrepancies and ensure a seamless verification process.
Education
Bachelor of Commerce - Accounting And Finance
University of Mumbai
01.2010
Higher Secondary Certificate - HSC - Commerce
Mithibai College of Arts, Science And Commerce
07.2007
Secondary School Certificate - SSC -
Dr Sarvapalli Radhakrishna Vidyalaya
07.2005
Skills
Proficient in Microsoft Office 2007
Professionalism
Written Communication
Continuous Improvement
Interpersonal Communication
Prospecting and Networking
Customer Service
Cost Calculations
Booth Installation
Critical Thinking
Team Management & Client Servicing
Great team player
Quick learner
Flexible and adaptable to all situations
Good Communication & Negotiation Skills
Proficient in Microsoft Office 2007
Reference
Available on request
Personal Information
Languages
English, Hindi, Marathi and Gujarati
Timeline
Senior Customer Service Representative
TATA CONSULTANCY SERVICES (TCS)
11.2015 - 02.2024
Manager
DHRUV JEWELS
02.2013 - 08.2015
Senior CSE - Report Writing
FIRST ADVANTAGE PRIVATE LIMITED
06.2010 - 12.2011
Bachelor of Commerce - Accounting And Finance
University of Mumbai
Higher Secondary Certificate - HSC - Commerce
Mithibai College of Arts, Science And Commerce
Secondary School Certificate - SSC -
Dr Sarvapalli Radhakrishna Vidyalaya