Prachi Mishra
Mumbai
Summary
Experienced Senior Associate driven to optimize processes and streamline operations for team efficiency. Personable Senior Associate with 3-year background in retail and related positions. Successful meeting goals through effective team coordination and proactive customer service. Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish client's goals. Strong communicator focused on delivering outstanding customer care.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Associate
IDFC FIRST BANK
09.2021 - 08.2024
- Provide financial services to meet customer service requirements through regular interactions with more than 100 customers on day to day basis to understand business condition, enhancement opportunity
- Able to work well under pressure and to prioritize workload in order to deliver results to tight deadlines
- Track pending tasks or orders to ensure timely completion
- Regular team review tasks and responsibilities to maintain efficiency
- Led regular team meetings to discuss performance metrics, identify areas for improvement, and implement action plans to enhance team performance
- Promoted customers to purchase additional products by Cross-selling and Up-selling
- Handled potential escalation to mitigate customer issues.
- Proactively identified potential risks, developing mitigation plans to minimize impact on project timelines or outcomes.
- Provided process and product suggestions that led to significant time savings and increased accuracy in deliverables.
- Worked on SOPs Standard Operating Process for process betterment and troubleshooting strategies
Education
HSC-PCMB IT -
Swami Shukdevanand Jr. College
02.2018
SSC -
St. Xavier's Jr. College
03.2016
BACHELOR'S OF BANKING AND INSURANCE -
South Indian Education Society
03.2021
Skills
- CRM
- Salesforce
- Cross-selling
- Up-selling
- MS Office
- SQL
- Pivot Query
- Power Pivot
- Escalation Handling
- Strong communication
- Versatile
- Flexible
- Leadership
- Adaptability
- Interpersonal Skills
- Time Management
- People management
- Professional Communication
- Team Leadership
- Performance monitoring
Certification
NISM 5A Certified -2021
LIC IRDA Certified - 2021
Capital Markets -2021
MS Excel - 2022
Professional Communication - 2023
Hobbies and Interests
- Outdoor Activities
- Painting
- Reading
Accomplishments
- Promoted as a team mentor.
- Best Score Card Performer
- Awarded as best performer for 2 quarters in a year
- Awarded for Process Improvement Suggestion.
- Awarded amongst 300 people for process improvement recommendations
- Awarded for first call resolution.
- Recognised thrice per quarter for FCR.
Timeline
Senior Associate
IDFC FIRST BANK
09.2021 - 08.2024
HSC-PCMB IT -
Swami Shukdevanand Jr. College
SSC -
St. Xavier's Jr. College
BACHELOR'S OF BANKING AND INSURANCE -
South Indian Education Society
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