SHRASTI DUBEY
Gurgaon
Summary
Dynamic banking professional with a proven track record at HDFC Bank, excelling in client relationship management and strategic thinking. Achieved a 25% increase in client satisfaction through personalized service and effective communication. Skilled in process improvement and compliance oversight, driving operational excellence and enhancing customer experiences.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager
HDFC BANK LTD
GURGAON
11.2024 - Current
- Oversaw daily branch operations to ensure compliance with banking regulations.
- Managed team activities to elevate customer service standards and satisfaction.
- Implemented process improvements to streamline transaction handling procedures.
- Coordinated marketing initiatives to effectively promote bank products and services.
- Enforced customer service protocols and resolved issues to maintain quality delivery.
Manager
Shri Parasram Holdings Pvt. Ltd.
New Delhi
12.2020 - 10.2022
- Managed key client relationships, achieving 15% increase in satisfaction and retention through effective communication.
- Conducted market analysis and portfolio reviews, delivering insights that enhanced client investment performance.
- Utilized GreekSoft and Convex/Fractal Algorithm software to optimize trading conditions.
- Facilitated collaboration between sales, trading, and research teams to ensure swift issue resolution.
- Identified client needs and provided tailored investment solutions, resulting in 20% growth in upselling opportunities.
- Organized client training sessions, improving understanding of market trends and investment strategies.
- Updated CRM databases to track interactions and feedback, enhancing relationship management practices.
- Prepared compelling client presentations that effectively communicated tailored value propositions.
Relationship Manager
HDFC Bank
New Delhi
12.2018 - 11.2020
- Utilized knowledge and skills as a certified IRDAI retail banker.
- Expertly managed a diverse range of assets while overseeing transactions in insurance, cards, securities, and services.
- Managed a wide range of software platforms like CRM, Flexcube, Tableau, and CBIC to successfully perform workflow procedures.
- Received accolades from leading companies, HDFC Life, and TATA AIA CO.
- LTD, for exceptional performance as a Pan India best employee in the life insurance sector.
- Honored with the Life Insurance star award in February 2019 by Aditya Birla Capital Life Insurance Co and HDFC Bank.
- Recognized with excellent performance award in Assets during Q2, FY 2019-20.
Education
Bachelors of Science In Computer Science -
Dr. Bhimrao Ambedkar University
Aligarh01.2015
Skills
- Client relationship management
- Financial acumen
- Communication skills
- Strategic thinking
- Negotiation
- Problem-solving
- Market analysis
- Team leadership
- Client presentation
- Customer service
- Process improvement
- Marketing coordination
- Compliance oversight
Accomplishments
- Market Stocks Expansion Contributor - Played an instrumental role in strategic analysis and decision-making that grew company's financial health.
- Developed F&O Training Program - a curriculum that increased team productivity and financial acumen.
- Successfully increased training program participation by 20% through engaging content and targeted outreach.
Certification
- Demonstrated expertise by becoming certified in NISM Series VIII for equity derivatives, mutual fund VA series IRDA for Insurance segment.
- Workshops and seminars: Attend industry workshops and seminars to stay updated on the latest trends and regulatory changes in the capital markets
- Networking and professional associations: Engage with professional networks and associations related to finance and capital markets for ongoing learning and development
- Certified Scrum Product Owner 'CSPO', from Scrum Alliance.
- Intensive Business Analysis Course - Completed a rigorous Business Analysis Fundamental Course, by Udemy.
Languages
- English
- Hindi
Timeline
Manager
HDFC BANK LTD
11.2024 - Current
Manager
Shri Parasram Holdings Pvt. Ltd.
12.2020 - 10.2022
Relationship Manager
HDFC Bank
12.2018 - 11.2020
Bachelors of Science In Computer Science -
Dr. Bhimrao Ambedkar University