Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
Timeline
Generic

Ritika Sharma

Wealth Manager
Kasarvadavali

Summary

Dynamic and professional individual with a strong blend of analytical and financial advisory skills. Proficient in Tableau, Excel, financial planning, and client relationship management. Able to translate data into actionable recommendations for business and individual clients. Seeking a challenging role to leverage expertise and deliver exceptional results, exceeding targets and driving success in fast-paced environments. Strategic thinker with hands-on experience delivering impactful solutions to enhance organizational performance, managing high-net-worth client relationships, and implementing customized wealth management strategies. Consistently delivers results through effective communication, analytical skills, and a client-focused approach.

Overview

7
7
years of professional experience
6
6
years of post-secondary education
2
2
Languages

Work History

Wealth Relationship Manager

IDFC Bank
08.2024 - Current
  • Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
  • Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
  • Created financial models to analyze and evaluate investment strategies.
  • Advised clients on investments, retirement and estate planning.
  • As a First Wealth Manager providing personalized guidance to HNI, I provide advice on investment strategies, portfolio management, and asset allocation.
  • I enhance the overall value/book size of the portfolio and am dedicated to assisting clients in achieving their financial goals.
  • I manage client accounts by monitoring the performance of investments and recommending adjustments as needed.

Collector: Senior Executive

First Credit Service
04.2022 - 08.2024
  • Successfully managed first-party debt collections for U.S. clients, consistently meeting and exceeding weekly and monthly targets.
  • Provided exceptional customer service while resolving inquiries and issues related to debt collection processes.
  • Maintained a high level of professionalism and compliance with company policies and regulations.
  • Collaborated effectively with team members to optimize collection strategies, and achieve organizational goals.
  • Demonstrated strong communication skills in negotiating payment arrangements, and resolving customer concerns promptly and effectively.
  • Organizational Exposure.

Process Executive

Concentrix
04.2021 - 04.2022
  • Managed high volumes of inbound calls from customers and clients, demonstrating strong communication and problem-solving skills.
  • Identified customer needs, resolved issues efficiently, and provided tailored solutions to enhance satisfaction and retention.
  • Utilized upselling techniques to promote additional products or services, contributing to revenue growth and maximizing opportunities.
  • Ensured adherence to the company's customer service script for consistency and professionalism in interactions.
  • Maintained comprehensive knowledge of company policies, website FAQs, and relevant information to provide accurate and timely assistance.
  • Cultivated and maintained positive customer relations through effective communication and empathy.
  • Met personal targets and collaborated with team members to achieve collective goals, fostering a collaborative and results-driven work environment.
  • Organizational Exposure

Process Developer

Genpact
05.2019 - 03.2021
  • Conducted daily monitoring of accounts to ensure accuracy and timeliness of transactions.
  • Identified outstanding account receivables and conducted thorough investigations into historical data for debts and bills.
  • Implemented proactive measures to encourage timely payments and optimize cash flow.
  • Processed payments and refunds efficiently, adhering to company protocols and regulatory requirements.
  • Resolved billing issues promptly to prevent disruptions in customer accounts and maintain satisfaction.
  • Addressed customer credit issues with tact and diplomacy, aiming for swift resolution and positive outcomes.
  • Organizational Exposure

Process Executive

EXL PVT LTD
03.2018 - 03.2019
  • Provided frontline support to clients via phone and email, specializing in the insurance domain.
  • Managed escalations and addressed queries from associate executives with efficiency and professionalism.
  • Conducted analysis on large datasets to generate insights and provide valuable information for team decision-making.
  • Compiled and presented weekly production reports for assigned accounts and tickets, ensuring transparency and accountability.
  • Scrutinized and monitored customer behavior to identify trends and patterns, facilitating proactive strategies for improving service and customer satisfaction.
  • Organizational Exposure

Education

Secondary School Certificate -

Huddard High School
01.2011 - 01.2012

Higher Secondary Certificate - undefined

Huddard High School
01.2012 - 01.2014

Bachelor's - Commerce

C.S.J.M University
01.2014 - 01.2017

Skills

    Retirement planning

    Analytical thinking

    Data analysis

    Ms Excel

    Portfolio performance monitoring

    Cash flow analysis

    Client relationship building

    Portfolio management

    Investment advisory

    Financial planning

    Alternative investments

    Private banking services

    Problem-solving

Additional Information

  • Date of Birth: 16/01/1996
  • Marital Status: Unmarried
  • Gender: Female
  • Nationality: Indian
  • Religion: Hindu
  • Language Known: English, Hindi

Accomplishments

    IDFC- Top performer in quarterly contest of OND.

    FCS- Certificate of excellence awarded for the months of December 2023, Januaury and March 2024.

    Genpact- Client recognition for top performer in RNR.

    Exl- Highest rating for achieving customer satisfaction.

Timeline

Wealth Relationship Manager

IDFC Bank
08.2024 - Current

Collector: Senior Executive

First Credit Service
04.2022 - 08.2024

Process Executive

Concentrix
04.2021 - 04.2022

Process Developer

Genpact
05.2019 - 03.2021

Process Executive

EXL PVT LTD
03.2018 - 03.2019

Bachelor's - Commerce

C.S.J.M University
01.2014 - 01.2017

Higher Secondary Certificate - undefined

Huddard High School
01.2012 - 01.2014

Secondary School Certificate -

Huddard High School
01.2011 - 01.2012

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Ritika SharmaWealth Manager