Shivani Nayak

• Provided assistance in the design and planning of new products and implementing services and processes for corporate customers in coordination with technology and operations teams
• Developed processes that are end-to-end digital with the aim of improving customer service and brand experience.
• Resolved product-related issues.
• Enhanced user experience, resulting in increased customer satisfaction and retention rates.
• Provided support to the sales and relationship teams.
• Coordinated with different teams and managed product marketing events for the department.

Achievements :

• Improved the customer onboarding time due to improvements in the process.
• Increased product adoption by developing and implementing effective marketing strategies.
• Reduced customer queries and increased customer satisfaction.

• Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
• Provided exceptional customer service, resolving issues promptly, and maintaining client trust throughout the resolution process.
• Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
• Lead a small team of sales officers to achieve the targets.
• Organized regular events to foster community engagement among clients, solidify existing relationships, and attract new business prospects.

Achievements:

• Increased sales for the branch by achieving the quarter targets
• Improved customer satisfaction by providing excellent customer service.
• Increase in new customer acquisition as well as improved relationships with existing clients.