Profile · Banking
Shweta P•••
Head of Department Business Set up and Account Opening at Clicks2compare
About
On the record
Performance-driven professional with over 5 years of experience in Client Relationship Management, Key Account Management,capability to formulate and implement tactical initiatives and achieve organizational goals.NOTABLE ACCOMPLISHMENTS ACROSS THE CAREERRecognized for sale of insurance worth 2.5 million in a 15 days drive initiated by HDFC Standard Life.Proactively initiated a drive to sell email statements to clients, sold 100+ email statements in 3 days, and received recognitionfrom senior management.Appreciated by management for initiating a drive to sell email statements and sold 101 email statements in 3 days. Receivedrecognition from senior managementSuccessfully acquired 5 institutional saving accounts in a month generating an income of per account and winning thecontest for the branchProvided mentorship and training to all new recruits over entire career span at HDFCPROFESSIONAL NARRATIVESSep’16 to Oct’17: Indusind Bank Ltd, Pune as Senior Relationship Manager - Non Resident and High Net Worth Individuals Key Result Areas: Strong analytical and organizational abilities with adeptness in formulating accounting, credit payments, risk analysis systems and preparing accounting records/financial statementsGood working knowledge of the insurance products available, insurance trading conditions, the Company’s products and servicesAchievement-oriented professional with excellent people management skills and capability to manage change with easeProficient in Administration work such as Customer Relationship Management (CRM) and third-party managementAnalytical, Strategical skills with leadership acumen and a strong relationship with the clients and the market
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