Business sustainability
Urmi Salvi
Summary
Accomplished advisor committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional. Successfully attained a Master's degree in Science with the aim of broadening expertise in various business domains. This educational accomplishment enhances the comprehension of fundamental financial principles, aligning with belief that effective top management stems from a thorough understanding of operations at every level.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Debt Collector
Advantis Credit Ltd
Stoke-On-Trent, GB
05.2023 - 01.2024
- Achieved performance goals on consistent basis.
- Maintained high volume of calls and met demands of busy and productive group.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated payment plans with customers to prevent accounts from entering collections.
- Developed strong relationships with customers to foster timely payments and account resolution.
- Notified co-signers of delinquent accounts to assist in collecting payments.
- Collected on delinquent accounts to reduce overdue balances.
- Managed more then 10 clients like Vodafone UK, Severn Trent Water, Zero deposit, SSE energy, Thames Water, Argos, DVLA, etc.
Inbound Customer Retention Advisor
Vodafone Ltd
Stoke-On-Trent
11.2022 - 02.2023
- Building rapport on the phone whilst ensuring security compliance is met.
- Finding product solutions based on establishing customer needs & achieving KPI’s.
- Offering outstanding service to drive great customer satisfaction.
- Striving to meet targets for productivity, quality, and customer experience.
- Always acting with good conduct, ensuring our customers are given correct and relevant information ensuring their needs are met and allowing them to make an informed decision.
- Undertaking regular learning and development and aligning with company and FCA requirements.
Assistant Manager- Equity Advisor
Opulent Investment Pvt Ltd
Mumbai, IN
08.2018 - 09.2021
- Created employee schedules to align coverage with forecasted demands.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Managed more than 200 active clients and 450 in active clients to add increase of 35% in sales.
- Mentored team members to enhance professional development and accountability in workplace.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Monitored market trends and news to identify emerging opportunities.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Participated in client meetings to discuss financial analysis and investment strategies.
Banking Officer
Axis Bank Ltd
Mumbai, IN
08.2016 - 05.2018
- Actively worked to build branch credibility and develop relationships to increase community and industry visibility and overall profitability.
- Developed strategies to grow client base and implemented appropriate sales plans to target prospective customers.
- Enhanced operational risk application to capture regulatory findings from agencies such as SEC and OCC.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Identified customers with additional profit potential and designed action plans to expand relationships.
- Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues.
- Remedied gaps in financial planning based on client needs and suitability.
- Supported upper management with employee performance review and policy implementation.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
- Performed monthly compliance checks.
Education
Master of Science - International Business Management
Staffordshire University
Stoke On Trent 09.2021 - 11.2022
Post Graduation Diploma in BFI - Finance, Banking And Insurance
Institute of Finance, Banking And Insurance (NIIT)
Mumbai 01.2016 - 12.2016
Bachelors in Commerce - Commerce And Finance
Siddharth College of Commerce And Economics
Mumbai 06.2012 - 06.2015
Skills
Investment principles
Project Management
Data analysis
Financial Management
Financial and operational reporting
Adobe software
GAAP and statutory reporting
Strategy implementation
SPA ERP and Power BI
Microsoft Office
Team building and relationship management
Interests
Strategy podcast
Volunteering for NGOs
Recently, started learning Python
Practicing Yoga and mindfulness
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
When inertia and inactivity are predominant, ignorance, stress, and delusion arise.
Lord Krishna- Bhagavad Gita Chapter 14:13
Timeline
Debt Collector
Advantis Credit Ltd
05.2023 - 01.2024
Inbound Customer Retention Advisor
Vodafone Ltd
11.2022 - 02.2023
Master of Science - International Business Management
Staffordshire University
09.2021 - 11.2022
Assistant Manager- Equity Advisor
Opulent Investment Pvt Ltd
08.2018 - 09.2021
Banking Officer
Axis Bank Ltd
08.2016 - 05.2018
Post Graduation Diploma in BFI - Finance, Banking And Insurance
Institute of Finance, Banking And Insurance (NIIT)
01.2016 - 12.2016
Bachelors in Commerce - Commerce And Finance
Siddharth College of Commerce And Economics
06.2012 - 06.2015
P R O J E C T S
Thesis for business management, united kingdom, 2021-01-01, 2022-12-31, Awarded Thesis. A comparative study and analysis of sustainability and supply chain of Nestle Nescafe in India.
C E R T I F I C A T I O N
- Communicating with Diplomacy and Tact, LinkedIn
- Certificate Prep: SHRM-CPLinkedIn, LinkedIn
- Supply chain and operations management, LinkedIn
- Business case of creativity, LinkedIn
- Sustainability Strategies, LinkedIn
- Lean Six Sigma Foundation, LinkedIn
P R O J E C T S
Thesis for business management, united kingdom, 2021-01-01, 2022-12-31, Awarded Thesis. A comparative study and analysis of sustainability and supply chain of Nestle Nescafe in India.
C E R T I F I C A T I O N
- Communicating with Diplomacy and Tact, LinkedIn
- Certificate Prep: SHRM-CPLinkedIn, LinkedIn
- Supply chain and operations management, LinkedIn
- Business case of creativity, LinkedIn
- Sustainability Strategies, LinkedIn
- Lean Six Sigma Foundation, LinkedIn