SARVESH SHUKLA
Kalyan
Summary
Versatile professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
Overview
8
8
years of professional experience
Work History
Senior Relationship Manager
PROTIUM FINANCE LTD
Mumbai
02.2024 - 05.2024
- Successfully managed and expanded client relationships, contributing to increase in sales revenue
- Implemented effective sales strategies, resulting in exceeding monthly targets consistently
- Provided exceptional customer service, addressing inquiries and concerns promptly
- Collaborated with cross-functional teams to ensure seamless communication and coordination
- Conducted market research to stay informed about industry trends and competitor activities
- Developed and maintained a strong network of clients and partners to foster business growth
- Regularly update and analyzed client portfolios to identify opportunities for upselling and Cross-selling
- Participated in training programs to enhance product knowledge and sales techniques
- Prepared and presented comprehensive reports on sales performance and client satisfaction
- Collect customer information and input data into the system, ensuring confidentiality at all times
- Encouraged customers to sign up for bank credit/debit card for ease of use
- Accepted and processed credit card or loan payments
- Assist customers with taking out different types of loans, including personal, auto, home equity, etc
- Meet with new bank customers to explain all the services and features the bank has to offered
- Work with an vise customers in opening account And performing transactions
Relationship Manager
ICICI BANK LTD
Navi Mumbai
05.2023 - 02.2024
- Developed or analyzed information to assess current or future financial status of firms.
- Participated in networking events and industry conferences to attract new clients.
- Analyzed competitors and market trends to facilitate business growth.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Addressed customer questions and concerns regarding products and services.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Collaborated with internal teams to create customized financial solutions for clients.
Operation Associates-Marathi
Share Chat
04.2022 - 01.2023
- I am looking into the Marathi and short video evaluation as well as on boarding and managing creator engagement
- Also I have worked for translations and language growth on platform
- On boarded 1000plus creators across all genres for the Marathi language
- Moderation (labeling)
- Managed 500 plus Marathi creators start to end operations
- Run campaigns across all genres on the platform to bring the trending content supply on a weekly basis
- Managed live stream creators and operated 2live Marathi successful shows
- Monetized100plus Marathi creators through brand campaigns on line and offline
- Carried online, and offline meet-ups on regular basis to be in touch with Creators
- Maintain 90%of creator activeness on a weekly basis and retained 80%of the creators when stopped their monthly payment
- Worked on dashboards and queries to analyze the data and understand the trend
- Worked on the content supply in the Marathi language
- Successfully worked on the quality improvement of the managed set of creators in order to grow them on the platform
Back Office Operations
SAI PNEUMATICS
03.2019 - 01.2022
- To Supervise site service engineers
- Handled Purchase department(Ordered material with checking rates)
- Worked with sales department(Sending Quotation to customer & follow ups for order)
- Maintain Stock Inventory in MS Office and physical as well
- Handled Petty Cash Work & maintaining record on daily Basis
- Handled dispatched department & dispatched the all material
- Maintain good relation with Customer, vendor & Transporter
Front and Back Office executive
DIGITAL TECHNOLOGY
08.2016 - 11.2018
- Handled Customers who visited to Branch
- Generates new leads for Sales
- Solve Customers Queries & provide them service
- Back Office Work(Documentation of new customers)
- Handled cash/Billing counter
- Offer professional training to recently hired candidates
Skills
- Client relationship management
- Sales strategy implementation
- Market analysis
- Portfolio management
- Customer service
- Cross-selling techniques
- Networking skills
- Problem solving
- Communication skills
- Time management
- Investment adviser certified compliance professional
- Know your customer
Languages
Marathi
Advanced
C1
Hindi
Advanced
C1
English
Advanced
C1
Timeline
Senior Relationship Manager
PROTIUM FINANCE LTD
02.2024 - 05.2024
Relationship Manager
ICICI BANK LTD
05.2023 - 02.2024
Operation Associates-Marathi
Share Chat
04.2022 - 01.2023
Back Office Operations
SAI PNEUMATICS
03.2019 - 01.2022
Front and Back Office executive
DIGITAL TECHNOLOGY
08.2016 - 11.2018