SHALU SHUKLA
Mumbai
Summary
Aspiring to be the part of an exemplary organisation, thereby gaining knowledge and help the organisation to grow. Detail-oriented professional with top skills in customer relations, problem-solving and recordkeeping. Ready to help with focus on finding creative solutions to conflicts and complaints.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate NRI Services
DCB Bank Limited
Mumbai, India
03.2024 - Current
- Managed a high volume of customer inquiries, demonstrating excellent problem-solving skills to resolve concerns quickly.
- Delivered outstanding customer support by providing prompt, courteous assistance during all interactions with clients.
- Pleasantly greeted customers and asked open-ended questions to better determine needs.
- Provided end to end resolution respect to clients queries and issues.
- Documented problems and corrective actions to maintain records.
- Informed customers of service specials, completion times, and service expenses to provide exemplary customer service.
- Responded to customer requests efficiently and with knowledgeable assistance.
- Responded to all customer inquiries thoroughly and professionally.
- Assisted customer regarding KYC requirements via call and email.
- Followed up with customers to offer additional support and check resolution satisfaction.
Process Coordinator/Branch Manager/Relationship Manager(Operations Team)
SETINDIABIZ
08.2023 - Current
- Assisting customers over mails, chats, calls and sometimes even taking in person requests for service and information
- Good time management, prioritization, and multitasking abilities
- Communicated and assisted clients for their queries via mails, WhatsApp, calls
- Working closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
- Co-ordinate with clients for required documents as per their cases(Incorporation/Striking off/Name Reservation/DIN KYC/DSC/GST and MSME Registration etc) of the Private Limited Company, Section 8 Company, LLP, Partnership Firm etc.
Assistant Manager (SA Team Virtual Relationship Manager)
IndusInd Bank
01.2022 - 01.2023
- Developing and expanding existing High Net Worth Customer relationships for liabilities
- Depending on relationships sourcing family accounts
- Cross-selling bank products & building penetration for remote banking channels like net/mobile banking
- Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
- Maintaining an awareness of relevant products and services available from Group sources and elsewhere to provide the best solutions for clients
- Supporting branch improvement initiatives, providing customer feedback of our service and product offering and ensuring compliance with audit requirements and quality assurance
- Working closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
- Assisting customers over mail regarding their banking query
- Identify customer financial and other banking needs then make referrals to others where appropriate.
Assistant Manager (NRI Virtual Relationship Manager)
IndusInd Bank
01.2021 - 12.2021
- Handled Account opening acquisition targets through referrals & website leads
- Understand current market trends and standards
- Cross Sell Term Deposits, Remittance & Housing Loans
- Assist Customer with easy modes of Remittances.
Assistant Manager (Customer Service Representative)
IndusInd Bank
03.2020 - 12.2020
- Be dedicated to customer satisfaction and a great customer experience
- Strive for quick complaint resolution; commended by supervisor for the ability to resolve problems on the first call and avoid escalation of issues
- Recommended solutions within customer budgets and proactively followed up with all leads
- Generating referrals from existing customers for new affluent account opening
- Assisting customers to register for net banking, mobile banking, sms banking, video branch etc
- Maintains accurate and organized documentation on all clients and prospects
- Listen to customer requirements and present appropriately to make a sale
- Respond to incoming email and phone enquiries.
Relationship Manager
HDB Financial Services
02.2019 - 11.2019
- Interacting with Customers
- Handling Customers Enquiries
- Give proper information to Customers
- Coordinating with all Customers
- Maintaining records of Customers & Updating the same
- Pitching Product as per the Customers Requirement
- Updating the Customers related to pre-approved offers.
Class Teacher
St. Soldier Public High School
06.2015 - 04.2018
- Develop lesson plans, grade class assignments and homework administer tests & assess students' performance
- Identifying clear teaching, objectives and specifying how they will the taught and assessed
- Encouraging pupils through think and talk about their learning, develop self-control and independence, concentrate, and preserve and listen attentively
- Assess how well learning objectives have been achieved and use them to improve specific aspects of teaching
- Check work is understood and completed, monitor strengths and weaknesses, inform planning and recognise the level at which the pupil is achieving
- Undertake assessment of students as requested by examination bodies, departmental and school procedures
- Prepare and present informative reports to parents
- Ensuring effective teaching and best use of available time.
Education
M.Com -
IDOL, Mumbai University
01.2018
B.Ed. -
MCT'S College, Mumbai University
01.2015
B.com -
R D National College, Mumbai University
01.2013
H.S.C. -
L S Raheja College, Maharashtra Board
01.2010
S.S.C. -
The Saraswati Vidyalaya, Maharashtra Board
01.2008
Skills
- MS Word
- MS Excel
- MS Power Point
- Basic SQL
- Basic PowerBI
Certification
- Computer Fundamentals
- FSDA
Languages
English
Hindi
Undertaking
The information furnished above is true, complete and correct to the best of my knowledge and necessary documents can be presented as and when required.
Personal Information
Date of Birth: 06/07/1991
Hobbies and Interests
- Listening Songs
- Playing games
- Cooking
- Working out
- Feeding dogs
Timeline
Associate NRI Services
DCB Bank Limited
03.2024 - Current
Process Coordinator/Branch Manager/Relationship Manager(Operations Team)
SETINDIABIZ
08.2023 - Current
Assistant Manager (SA Team Virtual Relationship Manager)
IndusInd Bank
01.2022 - 01.2023
Assistant Manager (NRI Virtual Relationship Manager)
IndusInd Bank
01.2021 - 12.2021
Assistant Manager (Customer Service Representative)
IndusInd Bank
03.2020 - 12.2020
Relationship Manager
HDB Financial Services
02.2019 - 11.2019
Class Teacher
St. Soldier Public High School
06.2015 - 04.2018
M.Com -
IDOL, Mumbai University
B.Ed. -
MCT'S College, Mumbai University
B.com -
R D National College, Mumbai University
H.S.C. -
L S Raheja College, Maharashtra Board
S.S.C. -
The Saraswati Vidyalaya, Maharashtra Board