V Jeevitha
Senior Service Manager
Bangalore
Summary
Professional service manager skilled in optimizing operations, fostering team collaboration, and driving impactful results. Demonstrates strong leadership, problem-solving capabilities, and adaptability to changing needs. Expertise includes strategic planning, customer service excellence, and process improvement. Known for reliability, efficiency, and results-oriented mindset.
Overview
11
11
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Senior Service Manager
Yes Private Banking
02.2025 - Current
- Overseeing ultra-HNI client accounts, ensuring high-quality service, compliance, and day-to-day monitoring of high-value transactions.
- Supported 15+ relationship managers in managing portfolios, onboarding new ultra-HNI clients, and preparing client profilers.
- Handled client complaints, queries, and service requests efficiently.
- Facilitated account maintenance, transactions, reporting, and cross-selling of banking solutions.
Manager – Preferred & Imperia Service
HDFC BANK
10.2021 - 01.2025
- Managed daily requests, compliance, and HNW customer portfolios.
- Facilitated forex transactions, CASA forms, and large transaction reports.
- Resolved CRM complaints and provided product updates.
- Cross-sold banking services while ensuring audit and compliance standards.
Deputy Manager – Priority Service
AXIS BANK
09.2019 - 09.2021
- Managed daily queries, compliance, and account openings for mapped customers.
- Processed inward/outward forex transactions and maintained MIS reports.
- Cross-sold banking products and services while optimizing customer service.
- Identified new business opportunities through portfolio engagement.
Customer Service Officer - Operation
IDFC Mutual Funds
06.2016 - 09.2019
- Verified and processed mutual fund applications (FT & NFT) and KYC submissions.
- Cleared exceptions, DC rejections, and dividend rejections.
- Handled front desk complaints and front/back-end queries.
- Coordinated with investors, distributors, and sales teams to ensure smooth operations.
Associate – Operation Customer Service
SBI Mutual Funds
03.2015 - 05.2016
- Processed financial and non-financial transactions and handled NFO activities at branch level.
- Coordinated with walk-in investors, distributors, and empaneled distributors for smooth operations.
- Managed branch mails, calls, vendor bills, and maintained softcopy records for audit purposes.
- Forwarded daily account statements to investors and distributors while liaising with the admin team.
Education
BBA -
Jaya Arakkonam Arts and science
01.2014
Higher Secondary - undefined
St.charles higher secondary school
01.2011
SSLC - undefined
St.charles higher secondary school
01.2009
Skills
- Service excellence
- Operational efficiency management
Certification
Certified National Institute of Securities Market (NISM)
Accomplishments
- Awarded Certificate of Excellence for outstanding performance for SERVICES & SOURCING BUSINESS
- Converted 72 lakhs of life insurance in the financial year (2020-2021)
- Opened Error Free 117 Savings Account in the financial year (2020-2021)
- Sourced 120 Crores of Fixed Deposit for the branch from the unmanned portfolio
- Awarded Certificate for contribution in AXIS Mutual funds for the Year (2019 And 2020)
- Awarded Certificate of Excellence for outstanding performance during SERVICES’2020
Key competency from my experience
- Learned solved multitask , priorities and work under pressure
- Verbal & written communication skills
- Professional personal presentation
- Initiative
Timeline
Senior Service Manager
Yes Private Banking
02.2025 - Current
Manager – Preferred & Imperia Service
HDFC BANK
10.2021 - 01.2025
Deputy Manager – Priority Service
AXIS BANK
09.2019 - 09.2021
Customer Service Officer - Operation
IDFC Mutual Funds
06.2016 - 09.2019
Associate – Operation Customer Service
SBI Mutual Funds
03.2015 - 05.2016
Higher Secondary - undefined
St.charles higher secondary school
SSLC - undefined
St.charles higher secondary school
BBA -
Jaya Arakkonam Arts and science
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