Shivani Bhatkar
Senior Associate
Mumbai
Summary
Personable Senior Associate with 3-year background in retail and related positions. Proficient in use and troubleshooting of POS systems. Successful meeting goals through effective team coordination and proactive customer service. To seek a career which extract ability to the fullest and gives an opportunity to prove skill and knowledge, as well as give a chance to enhance intellect. Results-driven candidate with successful track record of providing administrative support in busy office environments. Adept at handling multiple projects and prioritizing tasks.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Senior Associate
Hdfc Life
Mumbai
2023.05 - Current
- Handling customer policy, Surrendering policy, Maturity process, MS-Excel, MS-Word, Mail Drafting, Death Claim process, Loan process, Calling customer
- Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
- Managed customer relations through communication and helpful interactions.
- Identified customer needs and wants to enhance customer experiences and boost sales.
Assistant Manager
Kotak Mahindra Bank
Mumbai
2022.10 - 2023.05
- Opening Saving Account, Current Account for Customer, MIS preparation, MS-Excel, MS-Word, Mail Drafting, KYC verification, Solve customer problems
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Defined clear targets and objectives and communicated to other team members.
- Developed strong working relationships with staff, fostering a positive work environment.
Operation Manager
SurePrep India Pvt.Ltd
Mumbai
2020.01 - 2020.03
- MIS preparation, MS-Excel, MS-Word, Mail Drafting, KYC verification, Solve customer problems, Handling Income Tax Return for US Company
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Increased profit by streamlining operations.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
Credit Officer
lndiabulls Housing Finance Limited Company
Mumbai
2018.04 - 2020.01
- MIS Preparation, Mail Drafting, Solve customer problem, Vendors Billing/ Banking/ File Login's KYC verification / System Sanction
- Prepared reports of findings and recommendations.
- Used FinOne to perform credit appraisals, document verification and loan approvals.
- Optimized credit approval and collection processes, improving operational efficiencies by over 20%.
Education
Secondary School Certificate - General Studies
Shardashram Vidyamandir School
Mumbai 2011.06 - 2012.05
Higher Secondary School Certificate -
D.G. Ruparel College of Arts, Science And Commerce
Mumbai 2012.07 - 2014.04
Third Year Bachelor of Commerce - Commerce
Mumbai University
Mumbai 2014.07 - 2017.07
Skills
Smart work
MS Office
Goal Setting
Key Performance Indicator Tracking
Record and File Management
Timeline
Senior Associate
Hdfc Life
2023.05 - Current
Assistant Manager
Kotak Mahindra Bank
2022.10 - 2023.05
Operation Manager
SurePrep India Pvt.Ltd
2020.01 - 2020.03
Credit Officer
lndiabulls Housing Finance Limited Company
2018.04 - 2020.01
Third Year Bachelor of Commerce - Commerce
Mumbai University
2014.07 - 2017.07
Higher Secondary School Certificate -
D.G. Ruparel College of Arts, Science And Commerce
2012.07 - 2014.04
Secondary School Certificate - General Studies
Shardashram Vidyamandir School
2011.06 - 2012.05