Summary
Overview
Work History
Education
Skills
Languages
Disclaimer
Timeline
Generic

SHREYA SHAH

PUNE

Summary

Dynamic Relationship Manager with a proven track record, excelling in client acquisition and relationship building. Expert in investment planning, and adept at resolving complex customer issues, enhancing engagement, and driving retention strategies. Recognized for delivering exceptional service, and maintaining meticulous database records to support business growth. Seasoned financial manager with broad experience in budgeting, forecasting, and strategic planning.

Overview

8
8
years of professional experience

Work History

RELATIONSHIP MANAGER

SHAREKHAN LIMITED
PUNE
07.2018 - 01.2025
  • Analyzed market trends and identified potential new customers through research activities.
  • Collaborated with internal teams to develop strategies that would increase customer engagement levels.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Developed strategies to attract new customers while retaining existing ones.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Developed and executed strategies for customer retention and acquisition.
  • Conducted regular review meetings with clients to assess their needs and adjust services accordingly.

EVENT PLANNER

ASHOK GROUP OF COMPANIES
PUNE
04.2017 - 05.2018
  • Assisted in the preparation of budgets and monitored expenses throughout the duration of an event.
  • Coordinated and managed vendors for events, ensuring all vendor requirements were met in a timely fashion.
  • Provided technical support during events such as audio, visual equipment setup, operation and troubleshooting.
  • Managed event budgets, ensuring all events were delivered within financial constraints.
  • Conducted pre-event site visits, assessing venue suitability and identifying potential logistical challenges.
  • Documented events with details in customer preferences, financial considerations and successes and failures.

Education

MBA - Banking Investment & Insurance, Finance

Welingkar Institute of Management

Bachelor of Business Administration BBA - Finance

Vishwakarma College of Arts, Commerce & Science, Savitribai Phule Pune University

Higher Secondary Certificate Examination XII -

Maharashtra State Board of Secondary & Higher Secondary Education
Pune

Secondary School Certificate Examination X -

Maharashtra State Board of Secondary & Higher Secondary Education
Pune

Skills

  • Client acquisition
  • Database maintenance
  • Communication skills
  • Proficient in MS Office and Excel
  • Deadline management
  • Customer education and consulting
  • Client engagement
  • Relationship building and management

Languages

English, Hindi, Marathi, Gujarati

Disclaimer

I hereby declare that; the above resume is to the best of my knowledge and belief this bio-data correctly describes me and my Qualifications.

Timeline

RELATIONSHIP MANAGER

SHAREKHAN LIMITED
07.2018 - 01.2025

EVENT PLANNER

ASHOK GROUP OF COMPANIES
04.2017 - 05.2018

MBA - Banking Investment & Insurance, Finance

Welingkar Institute of Management

Bachelor of Business Administration BBA - Finance

Vishwakarma College of Arts, Commerce & Science, Savitribai Phule Pune University

Higher Secondary Certificate Examination XII -

Maharashtra State Board of Secondary & Higher Secondary Education

Secondary School Certificate Examination X -

Maharashtra State Board of Secondary & Higher Secondary Education

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