Summary
Overview
Work History
Education
Skills
Product Proficiency
Accomplishments
Timeline
Generic
Shruti Maheshwari

Shruti Maheshwari

Bengaluru

Summary

Results-driven Customer Success Representative known for unparalleled productivity and efficiency in task completion. Known for strong communication skills and problem-solving capabilities. Demonstrated success in managing complex customer issues, implementing effective solutions, and contributing to team objectives. Significant impact on customer retention and satisfaction through proactive relationship management.

Overview

14
14
years of professional experience

Work History

Customer Success - Banking Support

Oracle Financial Services Software
Bengaluru
04.2019 - Current

Achieved seamless project implementation and testing phases by effectively managing stakeholders and overseeing key processes.

  • Lead a successful implementation project for Eastern Europe's largest bank, overseeing upgrade across 600+ branches and managing over 25 billion euros in assets.
  • Supporting a major upgrade implementation in West Africa with assets over $30 billion.
  • Leading an implementation of a new product in South East Asia, previously serviced by a competitor.

Account Manager - Operations

Oracle Financial Services Software
Pune
05.2016 - 03.2019

Led a team of 20 members to effectively manage support relationships with Banks, engaging with CXO level executives worldwide.

  • Coordinated cross-departmentally to ensure utmost client satisfaction.
  • Developed and delivered impactful proposals and decks for Senior Management.
  • Streamlined customer service processes and strategies resulting in improved efficiency.
  • Planned, developed, and executed customer training sessions to enhance knowledge and deliver continuous support.
  • Managed customer accounts, ensuring timely responses to inquiries, issue resolution, and customer satisfaction.

Branch Service and Compliance Manager

ICICI Bank - Wealth Management
Pune
06.2010 - 04.2016

Developed and implemented policies and procedures to ensure compliance with applicable laws, regulations, standards, and best practices.

  • Led a team of 25 as Cluster-level Service and Compliance Manager for Banking Operations.
  • Part of National Transition Team for Release and Upgrade of Finacle from Ver7.x to Ver10.1, overseeing UI testing, functionality, and robustness checks.
  • Increased Branch profitability through efficient cost management, generation of leads for Third party Fee Income, and attraction of Deposits and Float Balances to boost Net Interest Income.
  • Achieved and maintained a continuous 7-star Audit rating for the Branch, exceeding compliance parameters by over 95%.
  • Formulated, initiated and supervised execution of 'TIJORIS' activity to proactively reduce Fixed Costs through Safe Deposit Locker Allotments.
  • Actively monitored AML and KYC compliance in all customer transactions, while personally conducting EDD for commercially important and high turnover clients.

Education

MBA -

Symbiosis Institute of Management Studies
01-2010

B.Tech -

Jaypee Institute of Information Technology
01-2008

Skills

  • Retail Banking
  • Account Management
  • Customer Success
  • Presentation skills
  • Service Compliance
  • Leadership
  • Process Improvement
  • Stakeholder Management

Product Proficiency

  • Finacle
  • Flexcube
  • MS Office
  • JIRA
  • Confluence
  • Omniflow
  • Six Sigma Green Belt

Accomplishments

  • Winner of Jombay's 1000 Women Leader's Program, 2023
  • vApplaud Award for Promising Growth, 2017
  • Best Service and Compliance Manager, 2015

Timeline

Customer Success - Banking Support

Oracle Financial Services Software
04.2019 - Current

Account Manager - Operations

Oracle Financial Services Software
05.2016 - 03.2019

Branch Service and Compliance Manager

ICICI Bank - Wealth Management
06.2010 - 04.2016

MBA -

Symbiosis Institute of Management Studies

B.Tech -

Jaypee Institute of Information Technology
Shruti Maheshwari