Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic
Sarvesh Shetty

Sarvesh Shetty

Bangalore

Summary

Proven track record in advancing client portfolios and fostering stakeholder relationships, highlighted by a tenure at JP MorganChase. Expert in data analysis and customer service excellence, I've consistently exceeded targets through innovative strategies and critical thinking. Achieved significant portfolio growth within the first year at Lloyds Banking Group, underscoring my commitment to client success and business acumen.

Overview

6
6
years of professional experience
6
6
years of post-secondary education

Work History

Claims Specialist

JPMorgan Chase
Bangalore
12.2023 - 12.2024
  • Detail-oriented claims specialist with hands-on experience in processing and managing claims in a fast-paced environment. Proficient in evaluating claims, determining coverage, and ensuring compliance with company policies and regulations. Strong analytical skills, combined with the ability to effectively communicate with clients and stakeholders, facilitate timely resolution of issues.
  • Dedicated to providing excellent customer service while maintaining a focus on efficiency and accuracy. Familiar with various claims, management software, and adept at maintaining detailed records and documentation.

Sales Development Representative

Decima Industries
Bangalore
02.2022 - 10.2023
  • Conduct research and identify tender opportunities related to medical waste management, prepare and submit bid proposals through the GEM portal, delete or update new product specifications and prices, review and analyze tender documents to ensure compliance with company requirements, and create a technical compliance statement.
  • Maintain accurate records of all tender submissions and outcomes. Reporting bidding status online/offline on a daily basis, attending pre-bid/post-bid meetings with customers, and providing back-end support to the Sales department generated sales by prospecting leads, cold calling, and closing deals.
  • Experience in handling outbound/inbound calls. Provided solutions and customer service on call for the company's objectives.

Interim SAP Ariba Inside Sales Executive

Regalix Private Ltd
Bangalore
03.2019 - 01.2020
  • Responsible for moving prospects Through the pipeline
  • Converting them into Sales Qualified (SQL) and eventually closing sales
  • Used email, LinkedIn and calling to Generate interest Among prospects and also plan the outreach Segmentation
  • Identifying tracking Mechanisms, follow-Up alarms and call- Back strategies

Google AdWords Specialist

Regalix Private Ltd
Bangalore
03.2019 - 01.2020
  • For Complete responsibility of, ads to help the advertiser following the appointment schedule set with the advertisers
  • Research and analyze competitor Advertising links and strategize the best plan for the business
  • Measure and report performance of all marketing campaigns and assess against goals
  • Build on an existing level of search engine marketing expertise and develop a reputation for innovation and efficiency
  • Experience in Handling outbound/inbound calls
  • Provided solutions and customer service on call for company’s objective

Financial Advisor

Lloyds Banking Group (Concentrix)
Bangalore
07.2018 - 11.2018
  • Developed and implemented comprehensive financial strategies for clients, resulting in portfolio growth within the first year
  • Conducted thorough financial analysis, identified investment opportunities, and delivered tailored recommendations
  • Built and nurtured strong relationships with high-net-worth individuals, achieving high client retention and generating new business
  • Exceeded targets consistently

Education

Business Administration & Management -

Centre For Management Studies (CMS)
Bangalore
01.2014 - 01.2018

Business/Commerce, General -

Jain College
Bangalore
01.2012 - 01.2014

Skills

  • Advanced Account Management

  • Customer service excellence

  • Data analysis and interpretation

  • Problem-solving and critical thinking

  • Advanced Stakeholder Relations

  • Research & Negotiation Skills

Accomplishments

  • Proficient in GEM portal operations, including market research, tender preparation, and submission.
  • Trained in SAP Ariba for managing procurement processes and driving pipeline conversion. Skilled in SQL for data analysis and database management.

Timeline

Claims Specialist

JPMorgan Chase
12.2023 - 12.2024

Sales Development Representative

Decima Industries
02.2022 - 10.2023

Interim SAP Ariba Inside Sales Executive

Regalix Private Ltd
03.2019 - 01.2020

Google AdWords Specialist

Regalix Private Ltd
03.2019 - 01.2020

Financial Advisor

Lloyds Banking Group (Concentrix)
07.2018 - 11.2018

Business Administration & Management -

Centre For Management Studies (CMS)
01.2014 - 01.2018

Business/Commerce, General -

Jain College
01.2012 - 01.2014

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Sarvesh Shetty