Shikha Sharma
New Delhi
Summary
Experienced and client-focused financial with the track record of delivering exceptional service to high-net worth clients. Adept at cultivating trust with clients and getting revenue growth through onboarding corporates.
Overview
10
10
years of professional experience
1
1
Certification
Work History
HONGKONG AND SHANGHAI BANKING CORPORATION LTD (HSBC)
11.2022 - Current
- Company Overview: OVERSEAS INDIAN - NRI SERVICES
- Assisted client with cross-border financial transaction including remittance, investments and foreign exchange services, collaborated with internal teams to offer seamless onboarding and exceptional customer services
- Developed and implemented strategies to acquire new NRI clients and grow the portfolios
- OVERSEAS INDIAN - NRI SERVICES
Insurance Advisor and operations
Canara HSBC OBC Life Insurance
New Delhi
03.2021 - 10.2022
- Evaluated business and individual client needs and financial situations to propose individualized policy recommendations, also handling their issuance and renewals post selling the products
- Determined client needs and financial situations by listening and scheduling fact-finding appointments
- Proven ability to address queries and resolve issues efficiently
Insurance Advisor
HDFC Life Insurance
New Delhi
05.2018 - 03.2021
- Built relationships with clients using active listening and issue resolution to provide excellent service
- Verbally reviewing and explaining documents for client comprehension
Sales Executive
Axis Security
Delhi
12.2016 - 01.2018
- Monitored client buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals
- Served client with knowledgeable, friendly support at every stage of shopping and purchasing
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
- Facilitated sale of product and service to clients
Calling Agent
SR TECH SOLVATE PVT LTD
New Delhi
07.2015 - 08.2016
- Leveraged sales expertise to promote products and capitalized on upsell opportunities
Education
Bachelor Of Commerce - Accounting And Business Management
Bundelkhand University
Jhansi05.2016
Skills
- KYC Compliance & Regulatory Adherence
- Account Opening Quality Assurance
- International Customer Operations
- Multi-Branch Operational Oversight
- Client Service Excellence
- Customer Service Optimisation
- Customer Due Diligence (CDD) & Enhanced
- Due Diligence (EDD)
- Training and Process Improvement
- Client needs analysis
- Underwriting and adjustments
- Compliance and risk-management
- Sales and cross-selling expertise
- Operations and services management
Certification
- NIFM INVESTMENT ADVISOR LEVEL1
- NIFM FINANCIAL MARKET BEGINNERS
- FOREIGN EXCHANGE OPERATIONS(FEDAI)
- ANTI-MONEY LAUNDERING AND KNOW YOUR CUSTOMER(AML&KYC)
Languages
Hindi
First Language
English
Proficient
C2
Timeline
HONGKONG AND SHANGHAI BANKING CORPORATION LTD (HSBC)
11.2022 - Current
Insurance Advisor and operations
Canara HSBC OBC Life Insurance
03.2021 - 10.2022
Insurance Advisor
HDFC Life Insurance
05.2018 - 03.2021
Sales Executive
Axis Security
12.2016 - 01.2018
Calling Agent
SR TECH SOLVATE PVT LTD
07.2015 - 08.2016
Bachelor Of Commerce - Accounting And Business Management
Bundelkhand University
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