Product Knowledge Gaining
SHAHELI BHATTACHARJEE
FINANCE EXECUTIVE
Noida
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
3
3
years of professional experience
6037
6037
years of post-secondary education
4
4
Languages
Work History
Assistant Manager
Kotak Mahindra Bank
NOIDA
01.2023 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
- Empowered junior employees in their roles, enhancing their professional development through effective mentorship.
- Delivered outstanding customer service, generating repeat business consistently.
- Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
- Defined team priorities, coordinated schedules, and evaluated performance metrics effectively.
Virtual Relationship Manager
Teleperformance Global Services Pvt Ltd
Noida
11.2021 - 12.2022
- Company Overview: Portfolio management partner of Axis Bank Retail Customers
- Acquire, Align, Co ordinate, Negotiate & Accomplish Business Responsibilities
- Account Deepening of portfolio Customers through cross selling & Up Selling of all Banking retail products
- Relationship deepening through constant interaction with portfolio clients & Generating fresh leads for banking products
- Working Closely with other Verticals of Bank & Insurance Channel Partners
- Managing customers across Delhi NCR and Penetrating on portfolio customers
- Supervising and coaching team members/new joiners in various aspects of Firm and product value proposition
- Responsible for achievement of Revenue target through effective Communication
- Portfolio management partner of Axis Bank Retail Customers
- Contributing towards increasing wallet share of accounts and maximize Bank’s share of business and retain relationship value
- Awarded for the internal business contests
- Training and Building Team Members to key Performers
- Delivered professional insights into investment strategies based on comprehensive market evaluations and client goals.
- Optimized internal processes for increased efficiency, leveraging client feedback and adapting to industry changes.
Education
Matriculate -
CBSE
Intermediate - Commerce Stream
CBSE
B.Com -
Gauhati University
M.Com -
Gauhati University
Skills
Creating synergies for Team growth
Employee performance evaluations
Employee scheduling
Team motivation
Customer service
Customer relations
Adaptability and flexibility
Team building
Team collaboration
Customer relationship management (CRM)
Staff training and development
Workload management
Project management abilities
Staff supervision
Keydifferentiators
- Team Player
- Client Relationship Management
- Self Motivated
- Time Management
Interests
Music
Timeline
Assistant Manager
Kotak Mahindra Bank
01.2023 - Current
Virtual Relationship Manager
Teleperformance Global Services Pvt Ltd
11.2021 - 12.2022
Intermediate - Commerce Stream
CBSE
Matriculate -
CBSE
B.Com -
Gauhati University
M.Com -
Gauhati University