SNEHA S H E W A N I
New Delhi
Summary
Dynamic and results-driven banking professional with over 8 years of experience in branch operations, process optimization, and retail banking sales. Proven ability to drive operational efficiency, enhance customer experiences, and consistently achieve sales targets through strategic cross-selling and relationship management. Expertise in regulatory compliance, transaction processing, and team coordination, complemented by a deep understanding of banking products, risk controls, and service excellence. Recognized for a proactive approach and analytical mindset, excelling in fast-paced, customer-centric environments while fostering strong interpersonal relationships and delivering high-quality outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
DEPUTY MANAGER (VRM)
HDFC BANK
New Delhi
05.2023 - Current
- Leading a team to drive business growth and enhance customer satisfaction.
- Developing and implementing strategies for customer acquisition and retention.
- Ensuring strict compliance with banking regulations and policies.
- Managing high-value client relationships and providing tailored financial solutions.
- Handling Loan processing & credit evaluation for retail & corporate customers.
- Conducting financial analysis and reporting to support decision-making processes.
- Assessing client’s portfolio and advising on optimal investment options.
- Conducting credit score analysis with eligibility calculation for loan disbursal.
BUISNESS ANALYST
TEAM DESIGN STUDIO
New Delhi
07.2023 - 03.2023
- Guiding new customers through onboarding and providing training to ensure effective use of the product or service.
- Building and maintaining strong customer relationships, addressing their inquiries, and managing their expectations.
- Overseeing customer accounts, monitoring usage, handling contract renewals, and identifying upsell opportunities.
- Gathering customer feedback, advocating for their needs, and collaborating with internal teams to address issues and drive improvements.
- Developing strategies to enhance customer retention, reducing churn, and pursuing growth opportunities through upselling and cross-selling.
- Tracking and analyzing customer success metrics, preparing reports, and using data to drive improvements in customer success strategies.
DEPUTY MANAGER
AXIS BANK
Indore
05.2018 - 12.2018
- Facilitating customer transactions with efficiency and precision.
- Overseeing the operations of financial products and services.
- Ensuring timely delivery of branch-specific financial reports.
- Coordinate with legal, operations & risk team during loan sanctions & disbursement.
- Compiling detailed reports for banking and client analysis.
ASSISTANT SERVICE DELIVERY MANAGER
INDUSIND BANK LTD.
Indore
06.2017 - 06.2018
- Manage day-to-day operations including cash and service requests.
- Prepared MIS, branch reports, and assisted in audits and review.
- Assisted branch operations including loan documentation & approval.
- Supported sales team by cross-selling CASA, Loan Products.
ASSISTANT MANAGER
HDFC BANK
Indore
08.2015 - 03.2017
- Conducting thorough analysis of investment and stock performance.
- Managing banking retail operations and customer asset management.
- Providing strategic reports and recommendations to asset managers for portfolio enhancement.
Education
Bachelor of Business Administration -
DAVV
06.2014
Class 12 (ISCBOARD) -
Laurels School International
03.2011
Skills
Risk Management & Compliance Business Operations Strategic Planning Credit & Loan Management Financial Audit Support CRM Tools Financial Reporting Asset & Wealth Management AML Operations KYC Management Fraud & Dispute Operations Team Leadership Microsoft Office
Accomplishments
- Maintained a remarkable customer satisfaction rate of 95% throughout my entire employment. Resolved between 40 and 50 support tickets each day.
- Conducted retention calls with dissatisfied customers, successfully persuading them to continue using our services.
- Awarded ‘Employee of the Month’ in 2018 at IndusInd Bank for consistently delivering exceptional service.
- Achieved the highest performance targets within the team, reaching 89% in 2016 and 92% in 2017 at HDFC Bank.
- Recognized for providing outstanding customer service, earning a 95% positive rating in customer feedback surveys.
- Introduced a new cash handling procedure that decreased end-of-day balancing errors by 40%. Assisted in onboarding three new bank tellers, ensuring they understood the bank’s rules and policies.
Achievements And Accolades
- Maintained a remarkable customer satisfaction rate of 95% throughout my entire employment.
- Resolved between 40 and 50 support tickets each day.
- Conducted retention calls with dissatisfied customers, successfully persuading them to continue using our services.
- Awarded ‘Employee of the Month’ in 2018 at IndusInd Bank for consistently delivering exceptional service.
- Achieved the highest performance targets within the team, reaching 89% in 2016 and 92% in 2017 at HDFC Bank.
- Recognized for providing outstanding customer service, earning a 95% positive rating in customer feedback surveys.
- Introduced a new cash handling procedure that decreased end-of-day balancing errors by 40%.
- Assisted in onboarding three new bank tellers, ensuring they understood the bank’s rules and policies.
Certification
NISM Certification
Anti Money Laundering Certification KYC Certification
FCPA and Bribery Act Certification
Timeline
BUISNESS ANALYST
TEAM DESIGN STUDIO
07.2023 - 03.2023
DEPUTY MANAGER (VRM)
HDFC BANK
05.2023 - Current
DEPUTY MANAGER
AXIS BANK
05.2018 - 12.2018
ASSISTANT SERVICE DELIVERY MANAGER
INDUSIND BANK LTD.
06.2017 - 06.2018
ASSISTANT MANAGER
HDFC BANK
08.2015 - 03.2017
Class 12 (ISCBOARD) -
Laurels School International
Bachelor of Business Administration -
DAVV