Aakriti Aggarwal

Experience

• 

  Infosys BPM

  Mar 2013 - Jul 2015

  Process Associate

  To support any ongoing project or upcoming project as Project Coordinator and perform PMO role in partnership with the States side stakeholders. Person has to perform the following activities- • Coordinate with Project stakeholders and ensure Project plan is updated and current• Create and maintain Project Data on SharePoint Portals• Monitor, track and implement Change Management Requests• Create and publish Project reports • Create Project review presentations• Created, publish and maintain Project Dashboards• Project reporting to Senior stakeholders at States side• Working in collaboration with stakeholders and ensure timely deliverables• Project Governance Essential Functions• Review, Monitor, Analyze and Report Program/Project information• Follow ups with Program/ Project Managers on deliverables of the Projects• Should be able to understand Project Life Cycle and deliverables• Review/Develop Management presentations for Onshore & Offshore clients• Client Interaction, where required at the level of supervisors• Compiling data from source files and creating Reports on Excel and presenting them in a pivot table or PPT format. These reports are created for high level management to view results and performance levels of various financial and non-financial related activities Show less

• 

  MetLife

  Aug 2015 - Sept 2017

  Insurance Associate

  Weekly Reports, updating daily dashboards, providing reports to clients on daily basis, handling queries, preparing quarterly reports

• 

  HDFC Bank

  Jan 2018 - now

  Deputy Manager

  Responsible for managing portfolios of identified eligible Preferred & Imperia customersTo provide Consistent & Superior Digital Experience to our customers through Virtual Relationship Manager (VRM)Objective is to enhance their Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs and at the same time keep a "window' to talk to the bank whenever customer needs.Improve profitability by right product placement, leveraging technology to deploy a low cost digital mediums Sales across all product segments-TPP, Assets, Cards etcIncrease portfolio size through grouping optionsEnhancing customer wallet sizeCarry out out-calling to the portfolio customers as per defined process.Carry out continuous customer engagement to the assigned portfolio.Carry out profiling of customers and carry out cross-servicing of the identified service products.Attrition control of customersEnsure adherence to process and audit requirements.Ensure accurate and timely submission of financial transactions.& requestsTo ensure accurate and timely reporting of MIS as circulated.Adherence to set processes of updating customer interactions in CRM next Show less