Summary
Overview
Work History
Education
Skills
Interests
Timeline
Hi, I’m

Samiksha Swamy

E-Branch Relationship Manager
Mumbai
Samiksha Swamy

Summary

  • Consistently achieved full performance incentives and ranked as a top performer from the very beginning
  • Took initiative to get certified in multiple product lines beyond primary role
  • Successfully balanced core tasks with cross-selling, regularly generating quality leads
  • Voluntarily handled additional responsibilities and explored backend processes to improve efficiency
  • Cleared IRDA certification while managing full-time responsibilities, showing commitment to growth

Overview

5
years of professional experience
4
Languages

Work History

IDFC First Bank

E-Branch Relationship Manager
12.2024 - Current

Job overview

  • Handle inbound and outbound customer video calls to complete end-to-end KYC for various products including savings accounts, credit cards, and third-party offerings.
  • Assist customers with account-related queries and guide them through the KYC process with full compliance.
  • Engage in cross-selling by helping customers fund their accounts, maintain AMB, and by generating leads for other relevant products based on their interest.
  • Prepare internal reports like AHT and login hours, and support agents with on-call assistance.
  • Recognized as one of the top performers, consistently appreciated by customers and rewarded with performance incentives.

Capita India Pvt Ltd

Customer Service Executive
06.2022 - 05.2024

Job overview

• Responsible for ensuring customer satisfaction by handling queries

• Forwarding requests as per escalation policy to higher level of support

• Ensured all customer communications are professional, accurate, and timely

• Resolving requests related to billing and account issues, and some technical assistance

• Tracking and Publishing daily AHT and MPC reports

• Has been consistently managing the dual work of processing and Floor Walking.

ICICI Lombard GIC LTD

MIS Executive
09.2020 - 03.2022

Job overview

  • Ensuring process and performance optimization to avoid service credits (KPIs)
  • Identify and highlight risks and opportunities to Business
  • Assisting the team on understanding the new requirement from Ops/Quality/Management
  • Keeping a tab of accuracy of reports published by the team
  • Maps current processes and offers recommendations for improvement
  • Documents business processes and analyze procedures to see that they would meet changing business needs

Education

Mumbai University

• Bachelor Of Management Studies

University Overview

Skills

Effective communication

Interests

Animal rescue and welfare

Baking and food blogging

Professional nail artistry

Baking and food blogging

Travelling and exploring new cultures

Home décor and DIY aesthetics

Dancing and Zumba

Makeup and beauty styling

Timeline

E-Branch Relationship Manager
IDFC First Bank
12.2024 - Current
Customer Service Executive
Capita India Pvt Ltd
06.2022 - 05.2024
MIS Executive
ICICI Lombard GIC LTD
09.2020 - 03.2022
Mumbai University
• Bachelor Of Management Studies
Samiksha SwamyE-Branch Relationship Manager