Shruti Srivastava

Budgeting and Planning

• Collate budget projections (capex and opex).
• Monitor utilization vs. budget allocation.
• Sales target distribution and submission.

Analytical

• Interpreting and analyzing sales data to identify trends, patterns, and opportunities for sales growth.
• Developing accurate sales forecasts based on historical data and market trends.
• Contributing to the creation and implementation of sales strategies that align with the organization's goals and objectives.
• Designing comprehensive reports to communicate sales performance trends and forecasts to stakeholders and decision-makers.
• Working closely with the sales team and other departments to ensure that the sales strategies are effective and aligned with the overall business objectives.
• Providing training and support to the sales team based on the insights derived from the data analysis.

Customer Service.

• Weekly monitoring of performance and churn against revenue, and identifying trends for further improvement.
• Meeting large corporates to identify service gaps, if any, and working closely with the service team to ensure a positive experience and satisfaction.

Governance

• Input submission for various reviews, town hall, and chairman meeting.
• Leading the town hall for Strategic Accounts
• Identify risks or deviations from the plan, and prepare a strategy
• Tracking on time closure of corporate contracts to avoid any revenue drop

• Research and identify new business opportunities through effective strategic and tactical management decisions, including new markets, growth areas, trends, customers, partnerships, products, and services.
• Strategy formulation and implementation for increasing service quality.
• Program management for the implementation of a portfolio of projects to bring about business transformation and change.
• Formulation of sales strategies for establishing new channels for achieving business diversification and outreach.
• Conceptualization and implementation of strategic initiatives to improve frontline sales productivity.
• Managerial activities entail rendering technical leadership and guidance to the team, planning and scheduling tasks, holding discussions with internal stakeholders for review and analysis, monitoring project progress, and delivering as per quality, time, and budgetary norms.
• Preparing and delivering management presentations, business cases, reports, and data insights.
• Training of new process/product development, wherever applicable.
• Keep abreast of trends and changes in the competition.
• Improving the customer service experience, creating engaged customers, and facilitating organic growth through emails, inbound, and outbound calls (AHC, telemedicine, and OPD).
• Taking ownership of customers' issues and following problems through to resolution.
• Develop service procedures, policies, and standards.
• Analyze statistics, and compile accurate reports.
• Keep ahead of the industry's developments, and apply best practices to areas of improvement.
• Oversee the daily workflow of the department.
• Provides constructive and timely performance evaluations.
• Identifies, recommends, or acquires updates and expansions to technology, equipment, and policies that may improve customer service.
• Training and development for the team on multiple facets of the business.

• Cross functional interactions & co-ordination
• Entrusted with the responsibility of handling continuous process improvement and automation leading to significant cost reduction & improvement in TAT
• Resolving customer complaints on performance bottlenecks; ensuring customer satisfaction by achieving delivery & service quality norms
• Strategy formulation and implementation across the organization for Business Development
• An enterprising leader with proven dexterity in directing personnel towards accomplishment of common goal
• An impressive communicator with honed interpersonal, analytical and problem solving skills

• Involved in Planning of monthly & Annual RnR schemes and business promotion strategies for business expansion
• Accountable for retaining old Distributors and ensuring Distributor satisfaction by achieving delivery & service quality norms
• Carrying out marketing activities related to Advisor/Agent recruitment to generate revenue for business
• Responsible for driving business from the entire sales force at National Level
• Strategy formulation and implementation across the organization for Business Development
• Special initiatives & projects - Launch of MagicBoard - a mobile office for Bancassurance & Retail distribution channels
• Co-ordinating and Organising Sales Training Program, designing training Calendar
• Budget allocation and approvals
• Highlights: Essayed a stellar role in maintaining highest Distributor satisfaction by Building business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norm
• Significantly contributed in achieving 100% target YOY
• Steered efforts in successful Launch of MagicBoard - a mobile office for Bancassurance & Retail distribution channels

• Requirement gathering & Analysis, preparation of business requirement specification document, development coordination with internal & external teams, development monitoring and escalations of issues
• Implementation of payment solution across Financial Companies
• Exploring potential business avenues & managing marketing & sales operations for achieving increased business growth & initiating market development efforts
• Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms
• Handled & resolved client queries, offered them feasible solutions and developed & maintained cordial relationship, thereby achieved high customer satisfaction
• Delivered training to clients regarding product & sales techniques
• Analyzing latest marketing trends & tracking competitors' activities & providing strategies for revenue and company growth
• Highlights: Steered efforts in acquiring clients like K R Choksey, BNP Paribas, Angel Broking and Arcadia Stock Brokers

• HNW Client acquisition and deepening of existing investors wallet share
• End to end financial solutions to for HNW Client keeping in view, the ultimate objective of generating revenue for the organization
• Managing portfolio asset allocation across asset classes, debt, equity, venture/private equity funds & structured products, life & non-life insurance
• Handling business plans and effective utilisation of available resources for achievement of organisational goal in terms of revenue and profitability
• Identifying improvement areas & implementing measures to maximise customer satisfaction levels
• Implementing high quality services, resulting in customer delight and optimum resource utilization for maximum service quality
• Maintaining excellent relations with clients to generate avenue for additional business
• Highlights: Conferred with 'Debutant of the Year' in FY 10-11, Declared as a Star Performer in the month of April, 2010, Acquired AUM of 50Lacs collectively & generated revenue consistently with the mix of products such as broking, Life Insurance, Mutual Funds and Bonds