Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline
Generic
Shyamli Dwivedi

Shyamli Dwivedi

Senior Manager Finance Operations
Gurgaon,India

Summary

Knowledgeable and dedicated customer service professional with extensive experience in IT Leasing industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
15
15
Certifications

Work History

Customer Relations Representative

IBM India Private Limited
Gurgaon, India
02.2013 - Current
  • Senior finance sales operations specialist with IBM Global Financing division, which helps in IT leasing solutions for clients
  • As pricing specialist, trained entry-level and new sellers, on company protocols, best practices and pricing procedures.
  • Contacted customers and requested financial documentation. Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Answered product and service questions, suggesting other offerings to attract potential customers.
  • Liaised with sales, marketing and management teams to develop solutions and accomplish shared objectives.
  • Work closely with contract generation global teams such as Asia Pacific, Australia and USA
  • Developed and updated databases to handle customer data.
  • Skills in customer relationship management and operations with in depth understanding of related formalities as well as transaction processing
  • Contributed subject matter expertise to monthly meetings, recommending process improvements for entire department.

Associate Manager

HDFC ERGO General Insurance Company Limited
Bangalore, India
05.2009 - 10.2011
  • Achieving per-set sales targets by implementing competent business strategies to market, MIS reporting
  • Experience in handling team of 6-8 people directly and 50+ via channel, indirectly. Resource Planning, hiring, budgeting,back fill for attrition generating reports and developing training modules
  • Generating business from existing accounts and achieving profitability and increased sales growth, identifying prospective business, establishing strategic partnership and alliances
  • Building and maintaining healthy business relations with customer, enhancing customer satisfaction matrices by achieving delivery & service quality norms
  • Find ways to improve operational efficiency and control costs to meet cost budgets by providing necessary coaching and mentoring for various general insurance products
  • Handing major Banc assurance Channel for Bangalore and Lucknow Brought significant business especially in Lucknow branch within a year more than 200%
  • Consistent Top performer in the business unit for subsequent quarters

Education

MBA - Marketing

Alliance Business School
Bangalore
04.2007 - 04.2009

Bachelor of Arts - Psychology

Allahabad University
Allahabad
04.2003 - 04.2006

Skills

Report preparation

undefined

Accomplishments

  • Supervised team of 6 staff members directly and 50+ indirectly as Associate sales manager for 2.5 years in Bangalore and Lucknow, in HDFC ERGO
  • Achieved Super learner in IBM by completing 200 hours of learning with accuracy and efficiency.
  • Achieved highest sales through effectively helping with Cluster Analysis in Dec'21 for IGF.

Certification

Big Data Foundation - Level 1- IBM

Interests

Binge watching

Timeline

Enterprise Design Thinking Co-Creator

08-2022

Anti-Money Laundering Rising Star - Challenger- IBM

09-2021

Big Data Foundation - Level 1- IBM

05-2021

IBM Agile Explorer

12-2020

The IBM Way

12-2020

IBM Automation Essential

09-2020

Enterprise Design Thinking Practitioner

08-2020

IBM Digital Learning Transformation

08-2020

Maximize Your Productivity by Managing Time and Tasks

08-2020

People Skills - Communication, Presentation, Collaboration, and Problem Solving

08-2020

Finance & Accounting Essentials

07-2020

IBM Recognized Teacher/ Educator

07-2020

People Skills - Resilience, Growth Minded, Learning Agility, Time Management

07-2020

Lean Six Sigma Green Belt- KPMG

08-2019

Customer Relations Representative

IBM India Private Limited
02.2013 - Current

Associate Manager

HDFC ERGO General Insurance Company Limited
05.2009 - 10.2011

MBA - Marketing

Alliance Business School
04.2007 - 04.2009

Bachelor of Arts - Psychology

Allahabad University
04.2003 - 04.2006

Similar Profiles

CREATE PROFILE
Shyamli DwivediSenior Manager Finance Operations