Devanshi Shah

Adept at gathering stakeholder requirements and implementing streamlined solutions for mid-market commercial banking client onboarding. Proven track record of enhancing client experience, increasing sales, and reducing operational turnaround time. • Collaborated with cross-functional teams to launch a nationwide project automating Canadian Commercial Bank (CCB) onboarding for mid-market clients. • Achieved a 95% accuracy rate in data processing, resulting in an enhanced client onboarding experience. • Enabled the TPS team to increase sales and reduce onboarding time by 85-90%. • Tracked documentation of defects for commercial account opening and streamlined operations team's SLA from 8-10 days to 1-3 days. • Received and delivered feedback to project team, Treasury and Payment Solutions (TPS), and Client Services & Implementation (CST) for the successful launch of the process. • Developed comprehensive confluence and guidelines document for the entire CCB team, improving knowledge sharing and efficiency. • Created training document for future employee onboarding, ensuring smooth knowledge transfer and seamless team integration. Skills: ✔ Client relationship management ✔ Agile project management ✔ Stakeholder requirements gathering ✔ Process improvement and solution implementation ✔ Defect tracking and documentation ✔ Feedback delivery and collaboration ✔ Client onboarding expertise

Core elements of the role were Portfolio Management, Customer Relationship Management, Public Relations and Sales • Analyzed financial reports of various industries, households/individuals to identify issues and provided banking solutions and marketed 54 distinct banking products to potential buyers • Counseled high net-worth individual/corporate clientele concerning monetary returns, retirement planning, investment opportunities, and insurance and risk analysis • Collaborated closely with management for development and implementation of new strategies to gain leverage over every consumer interaction that contributed to stronger customer relations, gained customer lifetime value, and increased the switching cost • Coordinated with different banking departments to work on the improvement of numbers, book value and business of the branch in fast paced environment • Managed a sales team of 4 for all four quarters and an operations team of 3 members for Q2, Q3 and Q4 • Operated as a custodian for bank vault, documents and deliverables, and client’s lockers • Executed daily opening and closing audit and inventory audit to identify and rectify errors, in the daily operations of the branch • Pioneered the account opening and handling of corporates in a small branch Sales Accomplishments: ✓ Generated ₹ 5M+ INR of business in one year and acquired 200+ new customers ✓ Contributed actively to raise the book value of the branch by 167%; from ₹ 600M to ₹ 1B in Q3 and Q4 ✓ Created a portfolio of 30+ new HNI non-resident Indian clientele in the first 6 months ✓ Acquired a corporate salary account resulting in the opening of 200+ salary accounts in 50 days ✓ Awarded with Star Service Excellence certificate in Q2 and Q3, for at par customer service and exceeding business goal with 215% and 135% respectively ✓ Catered concerns of 50-70 customers daily, solved their problems, identified their needs and then cross/up-sold products, and turned 65% of suggested prospects into clients

Executed social media campaigns to increase brand recall and recognition using Hootsuite for the Medicare startup • Assisted in raising 70,000 USD by pitching business strategies at crowdfunding events • Organized fundraising events and established public relations to acquire funding • Developed creative content, analyzed Search Engine Optimization (SEO) and Key Positioning Indicators (KPI) for generating business • Setup, optimize, design, monitor and manage the Facebook, Instagram. • Measure and decide what are the most efficient and productive strategies for each platform • Brainstorm, create and develop content to optimize company presence online • Schedule posts, tweets and podcasts via Hootsuite and Libsyn • Target and increase a database of potential partners on social media platforms using Sales Navigator

Ethics and Principles of Marketing, Brand Management, Consumer Marketing Research, Integrated Marketing Communications, Digital Marketing and Analytics, Strategic Marketing