ANEREE JOSHI
Mumbai
Summary
An optimistic, hardworking individual aspiring to be an excellent professional, who can consistently learn, contribute and upgrade in the professional domain. Being a dedicated and focused individual, I am determined to add value to the organization I work for, through my exceptional knowledge and learning ability. My basic objective is to hone in my skills for comprehensive personality development and be an epitome of trust and reliability in the corporate world. My prime goal is to understand professional environment and capitalize on opportunities.
Overview
8
8
years of professional experience
Work History
E-Relationship Manager (Deputy Manager)
IDFC FIRST Bank
02.2022 - Current
- Working for Retention department (LAP)
- Assisting customers for their LAP accounts and retaining them with solving their issues
- Helping managers for making Rosters, clearing mails from hierarchy
- Co-ordination with Operation department for repricing of cases
- Discussions with product team in regards to process
- Co-ordination with Sales team; Sales head; site head pan India
- Helping team members in process related queries
- Collating files from whole team for MIS preparation
- Also, collating files for HL team, have thorough knowledge of HL
- Closing the cases before letting it enter into High-ageing
- Clearing SAT and GRD mails in behalf of whole team along with FCL request from PAN India branches
- Managed taking escalation calls irrespective of the product - LAP/STLAP/ HL/Rural (whether it be RBI escalation) - also ensured with customer satisfaction to 100%
- Handling Nodal and MD escalations with preparation of complete RCA for the same
- Preparing RCA's for team members to present the hierarchy
- Also, helped organization for a month or two regards to VKYC process.
Admission Counsellor (Support Buddy)
Amity Future Academy - Junior (Amity Group)
08.2020 - 01.2021
- Leading team under myself for demo execution process before admission
- Counsel prospective students regarding various course demo before admission
- Post-sales support to enrolled students
- Maintaining regular database sheets and CRM
- Sales and marketing plans for business development
- Performing various delight activities for students
- Work towards new plans of promotion and discuss with management and implement it as desired
- Batch start discussion with Program team
- Co-ordination with Program and product team regularly for various activities
- Complete support for students and Parents after admission process is done
- Collection of fees after 1st payment collected by Sales team
- Coordinating with students and solving their issues.
Personal Banker (Relationship Manager)
HDB Financial Service Ltd. (HDFC Bank Subsidiary)
11.2016 - 08.2017
- Handling portfolio of more than 500 customers
- Cross Selling of all Bank Products
- Providing end to end resolutions to customers
- Co-ordination with all product team related to leads conversion
- Helping colleagues and always available for additional help to manager
- Adherence to service and sales compliance
- Maintain customer relationship with bank
- Generating leads for all bank products
- Building repo with customers
- Advice clients on financial services and resolve issues.
Education
T.Y. BAF -
M.P.V.V College
01.2015
H.S.C. -
G.H Junior College
01.2012
S.S.C. -
Swami Vivekananda International School
01.2010
Skills
- Task completion with high accuracy
- Excelling in target and quality
- Adapting to change
- Problem-solving
- Positive attitude
- Approachable attitude
- Typing speed of 30 wpm
- Knowledge of keyboard shortcuts in Windows
- Proficient with Tally ERP9
- MS Office applications including Excel, Word, Power point, and Outlook
Accomplishments
- Represented School and College in various cultural events. (Won Prizes)
- Participated in Drama and various Debate competitions in school and college.
- Represented School in Chess and College in Carom competition. (Won prizes)
Personal Information
- Date of Birth: 03/05/95
- Nationality: Indian
Languages
- English
- Hindi
- Gujarati
Hobbies and Interests
- Swimming
- Singing & Dancing
- Listening music
- Travelling
Timeline
E-Relationship Manager (Deputy Manager)
IDFC FIRST Bank
02.2022 - Current
Admission Counsellor (Support Buddy)
Amity Future Academy - Junior (Amity Group)
08.2020 - 01.2021
Personal Banker (Relationship Manager)
HDB Financial Service Ltd. (HDFC Bank Subsidiary)
11.2016 - 08.2017
T.Y. BAF -
M.P.V.V College
H.S.C. -
G.H Junior College
S.S.C. -
Swami Vivekananda International School
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