Shivani Sahu
Banker
Summary
Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, ad providing customized solutions to build loyalty. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
6
6
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Deputy Manager, CSBB Wealth Management
ICICI Bank
03.2022 - Current
- Performed statistical analyses to gather data for operational and forecast team needs.
- Conducted risk profiling of all mapped clients and showcase investment products as per the client risk profile.
- Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
Marketing Intern
JUICY INK
02.2021 - 04.2021
- Collaborated with team members to help expand marketing channels.
- Conducted market research to identify target audiences and optimize marketing efforts.
- Boosted brand awareness by developing creative marketing strategies and campaigns.
- Measured and reported results of marketing initiatives.
- Scheduled social media postings to advertise products and generate site traffic.
- Participated in brainstorming meetings to develop marketing collateral.
Intern
TURTLEMINT INSURANCE COMPANY
11.2019 - 02.2020
- Generated new business opportunities through cold calling and networking events, expanding the agency''s reach within the community.
- Increased client satisfaction by promptly addressing inquiries and providing accurate policy information.
- Demonstrated excellent attention to detail when reviewing policy applications, minimizing errors that could lead to delays or disputes.
- Developed strong relationships with clients by regularly following up on their policies, demonstrating commitment to their needs and concerns.
Management Intern
Novotel Hotels & Resorts
08.2018 - 10.2018
- Organized various team-building events and activities to foster a positive company culture and improve communication among staff members.
- Collaborated with department heads to identify staffing needs and create effective recruitment strategies accordingly.
- Enhanced employee engagement by implementing innovative HR programs and initiatives.
- Participated in organizing regular HR workshops focused on topics such as diversity, inclusion, leadership development, and talent management.
- Assisted in conducting thorough onboarding sessions for new employees, ensuring seamless integration into the company culture.
Education
MBA - Marketing
ICFAI Business School
Hyderabad, India 04.2001 -
BBA - Management, Marketing
Bharathiar University
Visakhapatnam, India 04.2001 -
12th Board -
National Institute of Open Schooling
Visakhapatnam, India 04.2001 -
10th Board -
Vignan Vidyalayam
Visakhapatnam, India 04.2001 -
Skills
- Performance Improvements
- Task Delegation
- Process and procedure development
- Decision-making capabilities
- Cost analysis and savings
Certification
Certificate of Achievement for planning, organizing and reviewing by Novotel Visakhapatnam
Accomplishments
o Awarded Certificate of appreciation and recognition for participating in the Guinness Book of World Record event, “48 hours nonstop folk dance” performance, 2010
o Awarded participation-cum-merit certificate for state youth festival in Bharatanatyam event,2013
o Securing first position in Group Dance interschool Competition, vignan vidyalayam school,2010
o Secured first position in Group Dance Competition, Sun international, 2019
Additional Information
TECHNICAL SKILLS -
• Software: MS Office
SOFT SKILLS -
• Leadership ability
• Planning and organizing
• Communication skill
• Creativity and expression
Timeline
Deputy Manager, CSBB Wealth Management
ICICI Bank
03.2022 - Current
Marketing Intern
JUICY INK
02.2021 - 04.2021
Intern
TURTLEMINT INSURANCE COMPANY
11.2019 - 02.2020
Certificate of Appreciation for organizing and marketing the event by CREDAI Visakhapatnam
12-2018
Management Intern
Novotel Hotels & Resorts
08.2018 - 10.2018
Certificate of Appreciation for organizing and marketing the event by CREDAI Visakhapatnam
12-2017
Certificate of Achievement for planning, organizing and reviewing by Novotel Visakhapatnam
10-2017
MBA - Marketing
ICFAI Business School
04.2001 -
BBA - Management, Marketing
Bharathiar University
04.2001 -
12th Board -
National Institute of Open Schooling
04.2001 -
10th Board -
Vignan Vidyalayam
04.2001 -
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