Summary
Work history
Education
Skills
Timeline
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YASHIKA SHRIDHAR

Amroha, Uttarpradesh ,India

Summary

Dynamic and results-driven professional with over 3 yeaprs of experience in banking and sales. Proven track record of delivering exceptional customer service, driving revenue growth, and building long-lasting client relationships. Skilled in identifying customer needs, promoting financial products, and achieving sales targets while ensuring compliance with banking regulations. Adept at cross-selling and upselling products, resolving customer concerns promptly, and fostering trust through a customer-centric approach. Strong communication, analytical, and problem-solving skills with a passion for delivering financial solutions that meet customer goals and enhance organizational success.

Work history

Customer Care Executive

HDFC Bank
Moradabad , India
09 2024 - Current
  • Customer Interaction:
    Serve as the first point of contact for customers, providing personalized assistance via various channels such as in-branch, phone, email, and online. Address customer inquiries about banking products, services, and processes. Build and maintain positive relationships with clients, fostering trust and loyalty.
  • Problem Resolution:
    Handle customer complaints and concerns effectively, ensuring timely resolution and customer satisfaction. Escalate unresolved issues to the appropriate department while maintaining communication with the customer.
  • Service Enhancement:
    Identify areas for improvement in the customer experience and recommend actionable strategies to management. Monitor customer feedback and analyze trends to proactively address recurring issues.
  • Cross-Selling & Upselling:
    Educate customers about available banking products and services to meet their financial needs. Promote digital banking tools to enhance convenience and efficiency for customer.

Assistant Coordinator

Allianz Partners
Gurgaon , India
09 2022 - 09 2024
  • Claims Processing Expertise:
    Proficiently managed a high volume of insurance claims, ensuring accurate data entry, document verification, and initial assessment in compliance with company policies and industry regulations.
  • Data Validation and Accuracy:
    Conducted thorough data validation and cross-referencing of submitted claim documents, identifying discrepancies and errors to ensure the accuracy of claims information before forwarding them for further processing.
  • Document Management:
    Efficiently organized and maintained a comprehensive digital filing system for claim-related documents, enabling quick retrieval of information and supporting timely responses to customer inquiries.
  • Effective Communication:
    Collaborated closely with customers and external partners to address queries related to claim documentation and requirements, ensuring clear communication and timely resolution of inquiries.

IT Salesperson

Easemygst pvt ltd
Gurgaon , India
02 2022 - 08 2022
  • Sales Support Excellence:
    Responded promptly to an average of 50 daily inquiries from sales representatives regarding product details, pricing, and order processing, resulting in improved sales team efficiency.
  • Dual-Zone Sales Management and Software Onboarding:
    Managed two zones at EaseMyGST, overseeing end-to-end sales processes from cold calling and pricing to software demos and successful onboarding. Adept at building and nurturing client relationships, resulting in effective revenue generation and successful software adoption

Education

Master's in business administration - Marketing

Banasthali vidyapith
06/2021 - 05/2023

Bachelors in business administration - Marketing, Human resources

Banasthali vidyapith
06/2018 - 05/2021

High school - commerce

Radha Krishna Public school
04/2017 - 03/2018

Skills

  • Strong communication and interpersonal skills
  • Problem-solving and conflict-resolution abilities
  • Ability to multitask and work under pressure
  • Proficiency in banking software and digital tools
  • Customer-centric mindset with an emphasis on empathy and professionalism
  • Basic knowledge of banking products, services, and compliance requirements
  • Prospecting and retention calls

Timeline

Customer Care Executive

HDFC Bank
09 2024 - Current

Assistant Coordinator

Allianz Partners
09 2022 - 09 2024

IT Salesperson

Easemygst pvt ltd
02 2022 - 08 2022

Master's in business administration - Marketing

Banasthali vidyapith
06/2021 - 05/2023

Bachelors in business administration - Marketing, Human resources

Banasthali vidyapith
06/2018 - 05/2021

High school - commerce

Radha Krishna Public school
04/2017 - 03/2018

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YASHIKA SHRIDHAR