Summary
Overview
Work History
Education
Skills
Certification
Contact
Timeline
Generic

Sushmita Vyas

Service Delivery Officer/Customer support executive
Bengaluru

Summary

Developed critical analysis, decision-making, and accuracy skills in fast-paced financial environment. Looking to transition into new field while leveraging these transferable skills. Poised to contribute to any role requiring meticulous attention to detail and strong evaluative capabilities.

Overview

7
7
years of professional experience
2
2
Certifications

Work History

SDO Authoriser

KOTAK MAHINDRA BANK
10.2023 - Current
  • Collaborating with the client and the sales team to meet the monthly goals for the company's merchandise.
  • Drive business analytics to do a variety of tasks in the current position to manage an organization's operations and sales in order to boost success rates and close deals.
  • Oversee the sales and operations cross-training process to develop a training module that will help the operations team comprehend the company's products and communicate that understanding to the customer so that the customer can complete the transaction and meet monthly goals.
  • Creating a daily Excel report on the MIS and transactions to analyze the success rates of monthly targets.
  • Determine opportunities and create plans to increase the efficiency of systems, procedures, and reports.
  • Worked on Salesforce to update the deal status and keep an eye on daily transactions.
  • Responsible for Quality Lead Generation entailing increase in revenues through sale of investment products including Saving account, Current account, Life insurance, Fixed and Recurring Deposits, General insurance and loans.

Assistant MANAGER (BRANCH RELATIONSHIP OFFICER)

AXIS BANK LTD
9 2021 - 10.2023
  • Processing a variety of customer transactions accurately and efficiently in adherence to the bank and ensuring high levels of customer service orientation and satisfaction as per bank policy
  • Opening and performing account maintenance on certificate of deposit, consumer and business accounts and interacting with the clients on a regular basis and addressing their grievances by phone and in person
  • Proactively seeking different ways to develop and expand customer relationships and achieving personal sales, referral goals, cross selling banking products through marketing displays, call programs, and other prospecting techniques.

Customer Success Manager

Wealth step Research
06.2018 - 10.2020
  • Analyzing customer data to improve the customer experience
  • Onboarding customers with a demonstration of the company's working process
  • Review customer complaints and concerns to improve the customer experience
  • Arrange training with the customer on all new updates and details of the company
  • Collect customer feedback on all their transactions and work on it to make it better.

Education

Master of Science - Mathematics

GARHWAL UNIVERSITY

PGDBS - undefined

MANIPAL UNIVERSITY

Skills

Customer Relationship Management

  • Sales Proficiency

  • Business Continuity

  • Threat Detection

  • Data Analytics

  • Customer Relationship Management

  • Documentation and Reporting

Certification

SP CERTIFICATION FROM IRDA

Contact

Bengaluru, KA 560008

Timeline

SDO Authoriser

KOTAK MAHINDRA BANK
10.2023 - Current

Customer Success Manager

Wealth step Research
06.2018 - 10.2020

Assistant MANAGER (BRANCH RELATIONSHIP OFFICER)

AXIS BANK LTD
9 2021 - 10.2023

Master of Science - Mathematics

GARHWAL UNIVERSITY

PGDBS - undefined

MANIPAL UNIVERSITY

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Sushmita VyasService Delivery Officer/Customer support executive