Varun Srivastava

Experience

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  ADITYA BIRLA MONEY LTD.

  Apr 2012 - Jun 2012

  MANAGEMENT TRAINEE

  • Identified the potential customers interested in investing in commodities thorough suspecting and prospecting of the people.• Arranged meetings with the potential customers and was successful in convincing a client to invest 2 lakhs in commodities.• Studied the characteristics of bullions (Gold, Silver & Copper) and the effect of various factors on their prices.• Learnt about the technical analysis of the stocks

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  Kotak Life Insurance

  May 2013 - Oct 2014

  Analyst

  • Making of MIS/Trackers on Recruitment & Activation of Life Advisors to be floated on regular intervals to all the concerned.• Generating reports based on the trackers like predictor analysis, segment analysis, TAT analysis etc. to the top management and helping to reduce the wastage at every step of recruitment to license generation.• Constant sharing of data and reports with zonal vice presidents/Area training heads for driving recruitment to license conversion.• Ensuring all promotional tools like leaflets, Banners, Certificates are available at the branches.• Interacting with the vendors for Advertisement and promotional material. Show less

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  ICICI Bank

  Oct 2014 - May 2016

  Wealth Manager

  • Conducting risk profiling of all the mapped clients on regular basis for better advisory on investment needs • Monitoring and addressing of HNI clients of Personal Bankers

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  HDFC Bank

  Jul 2016 - Aug 2018

  Manager

  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships. • Profiling Customers and provide financial products to meet customer needs • One point contact for all requirements of portfolio customers in the Branch

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  IndusInd Bank

  Jan 2019 - Apr 2019

  Senior Manager

  • Training the new joiners on client profiling, analyzing the financial statements and how to build a rapport with the bank customers• Responsible for new client acquisition, building customer relationships and increasing depth in existing relationships with High-net-worth clients.

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  R1 RCM

  Jul 2019 - now

  Business Analyst

  • Drive Innovation by identifying opportunities for new features, enhancements & optimizations that delivers additional values to the Business Stakeholders.• Led Scrum ceremonies, including daily stand-ups, sprint planning, and retrospectives, ensuring timely project delivery• Gathered and analyzed requirements, collaborating with SMEs to understand "As Is" workflows and design "To Be" workflows.• Responsible for scheduling the shadowing sessions with business teams to gather the requirements for creating to-be flows and PDD’s• Conducting monthly Bot capacity analysis to understand the scaling needs as per the variations in inventory received Show less