Shefali Verma

Experience

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  ICICI Bank

  Nov 2019 - Jan 2022

  • Coordinated with the manager to develop and implement policies that improvedcustomer service standards.• Handled customer complaints, resolving issues with professionalism to maintainhigh satisfaction levels.• Used excellent problem-solving and issue-resolution strategies to rectify difficultiesquickly and effectively.• Negotiated terms with new clients, effectively communicating the value propositionof services offered.• Maintained client correspondence, preferences and sales on CRM systems for sales and marketing purposes. Show less

  • Relationship manager

    Nov 2019 - Jan 2022

  • Deputy Manager

    Nov 2019 - Jan 2022
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  SG Analytics

  Jan 2022 - Mar 2023

  ESG

  • Analyses and evaluated qualitative and quantitative data, presenting findings indetailed reports.• Collected data through various methods, including online research, phoneinterviews, focus groups and library study. • Applied mathematical and programmatic methods to perform data extraction,cleansing and manipulation.• Managed databases and ensured the integrity and confidentiality of sensitiveinformation.• Collaborated with stakeholders to define research objectives and align them withbusiness goals.• Utilized advanced statistical tools and software to improve data analysis processes and accuracy. Show less

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  Axis Bank

  Aug 2023 - now

  Portfolio Manager

  • Provided exceptional after-sales support, addressing any queries or concernspromptly to maintain trust.• Achieved and exceeded monthly and quarterly sales targets, contributing significantly to company revenue.• Utilized CRM software to manage client interactions efficiently, enhancing organizational productivity.• Analyzed clients' financial situations and needs to recommend suitable loansolutions, enhancing customer satisfaction.• Issued approvals within authorized limits and escalated large-value applications tosenior staff for review.• Contacted financial and credit institutions to obtain and validate customerinformation.• Analyzed client records to assess financial viability of lending applications. Show less