Niki Waghela
Summary
With over RBL Bank, I've mastered CRM implementation, consumer journey planning, and channel integration. Recently, I completed a Project Management post-graduate degree from Conestoga College, enhancing my skill set. My diverse background spans retail sales, project coordination, and client engagement across sectors. I prioritize operational excellence and customer satisfaction through collaborative efforts. Eager to apply my refined expertise in future project management roles, driving organizational success.
Overview
7
7
years of professional experience
Work History
Retail Sales Associate
Bath & Body Works
09.2023 - Current
- Assist with floorset execution, window changes, visual presentation and marketing placement as needed
- Build a highly satisfied and loyal customer base through engagement, uncovering needs, making product recommendations, and gathering customer information to support continued engagement
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Project Officer
RBL Bank
02.2021 - 07.2023
- Collaborated across functional teams (operations, business, product, customer service, IT) to ensure operational coordination and flawless execution of the CRM system
- Managed multiple consumer journey plans to provide actionable insights
- Worked with IT to manage the CRM system and data warehousing
- Managed and coordinated the functional requirements for Channel Integration, Doorstep Banking, Original Tracking, Xpress FTR, Fulfilment API, and Third-Party Products Module
- Cascaded functional training of the banking back-office application (CRM) across 500 pan-India branch members
- Understood, analyzed, and drafted business requirements for different banking processes.
Sales Executive
SOTC Travel Ltd.
10.2018 - 01.2020
- Cooperate with clients to determine their needs and advise them on appropriate destinations, modes of transportation, travel dates, costs, and accommodations
- Maintain statistical and financial records
- Prepare itineraries for domestic and international travel.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
Assistant Manager
Kotak General Insurance
09.2017 - 02.2018
- Analyzed and prepared data-driven observations on the efficiency of the insurance-related
- Drove sales through customer engagement by pitching new insurance products to prospects.
Education
Project Management
Conestoga College
04.2024
Bachelor's degree - Financial Markets
M.L. Dahanukar College of Commerce College
06.2017
Skills
- Risk Management
- Interpersonal Skills
- Presentations
- Customer Service
Personal Information
Title: Student at Conestoga College
Languages
English
Native or Bilingual
Timeline
Retail Sales Associate
Bath & Body Works
09.2023 - Current
Project Officer
RBL Bank
02.2021 - 07.2023
Sales Executive
SOTC Travel Ltd.
10.2018 - 01.2020
Assistant Manager
Kotak General Insurance
09.2017 - 02.2018
Project Management
Conestoga College
Bachelor's degree - Financial Markets
M.L. Dahanukar College of Commerce College
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