Shwetali Mhatre
Mumbai
Summary
As an enthusiastic banking professional with hands-on experience in customer service, operational support, and financial transactions, I thrive in dynamic environments where learning and adaptability are key. Currently working as an Assistant Manager at Axis Bank, I support relationship management functions and assist in handling customer portfolios, queries, and backend operations.
I bring a strong focus on problem-solving, teamwork, and continuous learning. I’m eager to grow further in banking and finance, while contributing to operational excellence and customer satisfaction.
Always open to new challenges and opportunities that allow me to learn, contribute, and evolve professionally.
Overview
4
4
years of professional experience
Work History
Deputy Manager - MWBC-Customer Service Officer CA
AXIS BANK Ltd.-INDIA
Mumbai
01.2026 - Current
- Manage end-to-end servicing of corporate clients by handling trade-related requests and ensuring timely transaction processing within SLAs.
- Act as a primary point of coordination between corporate clients, Relationship Managers, and internal teams to ensure seamless service delivery.
- Build and maintain strong client relationships by resolving queries promptly and delivering a high-quality customer experience.
- Ensure adherence to regulatory guidelines and internal bank policies across all operational and trade processes.
- Scrutinize client documentation and ensure accuracy, completeness, and smooth processing of service requests.
- Coordinate with multiple stakeholders (RMs, operations, trade finance teams) to ensure efficient execution and closure of transactions.
- Support audit, compliance, and process improvement initiatives while promoting digital platforms to enhance client experience.
Assistant Manager - Teller/Branch Relationship Banker
Axis Bank Ltd
Mumbai
08.2022 - 01.2026
- Managed relationships with existing and new-to-bank customers, ensuring high service standards and seamless banking experience.
- Handled customer queries, service requests, and transactions within defined TAT, ensuring quick resolution and customer satisfaction.
- Engaged with mapped portfolio clients to understand financial needs and provide suitable banking solutions.
- Supported cross-selling of retail banking products such as loans, insurance, and investment products based on client requirements.
- Generated new business through referrals, customer interactions, and branch-level marketing initiatives.
- Ensured compliance with regulatory guidelines and maintained accurate records in CRM systems.
- Assisted in teller operations and promoted digital banking channels (Internet banking, mobile banking, WhatsApp banking) to enhance customer convenience.
Customer Service Executive
Planet Accounting Solutions
Mumbai
05.2022 - 08.2022
- Promptly addressed customer inquiries through phone, email, chat, and social media.
- Resolved customer complaints by providing effective solutions and alternatives.
- Conducted follow-ups to ensure comprehensive resolution of issues.
Education
MBA - Finance
12.2025 - Current
Post-Graduate Certificate - Data Science
06-2026
M.Com -
06-2021
B.Com -
06-2018
HSC -
02-2015
SSC -
03-2013
Languages
English
First Language
French
Beginner
A1
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Timeline
Deputy Manager - MWBC-Customer Service Officer CA - AXIS BANK Ltd.-INDIA
01.2026 - Current
IIM Kozhikode EPGP Executive Program - MBA, Finance
12.2025 - Current
Assistant Manager - Teller/Branch Relationship Banker - Axis Bank Ltd
08.2022 - 01.2026
Customer Service Executive - Planet Accounting Solutions
05.2022 - 08.2022
Great Lakes Institute of Management - Post-Graduate Certificate, Data Science
Mumbai University - M.Com,
Narsee Monjee College of Commerce And Economics - B.Com,
Narsee Monjee College of Commerce And Economics - HSC,
Thakur Vidya Mandir High School And Junior College - SSC,