Shikha Agarwal

Business Development Manager

About

Experienced Support Manager with a demonstrated history of working in the financial services industry. Skilled in Analytical Skills, Customer Relationship Management (CRM), Documentation, Management, and Management Information Systems (MIS). Strong information technology professional with a B.com ( focused in Commerce Honors from Maharshi Dayanand Sarswati University.

Country

India

City

Bengaluru

Industry

Financial Services

Skill

Microsoft Excel, Analysis, Customer Service, Microsoft Office, Branch Banking, Investment Banking, Financial Modeling, Documentations, MIS, Banking, Retail Banking, Team Management, CRM, Relationship Management, Management, Portfolio Management, Business Development, Credit, Financial Analysis, Finance

Experience

Business Development Manager

MDH INSURANCE BROKING PVT LTD

2018-9 - Present · 8 yrs 1 mo

Support Manager

ATS Share Brokers

2014-11 - 2018-9 · 3 yrs 11 mos

Bengaluru Area, India

• Prepared FAQ’s and Templates for the Support Process. • Solving issues related to brokerage, Remission, Payout, Pay-In etc. • Changing the brokerage / Sharing for introducer’s and clients. • Solving CRM related issues (Daily checking the CRM reports whether all the calls were tagged and dispositions added or not). • Checking Contract note related issues /Excess brokerage charged. • Coordinating with vendor to solve the software related issues • Monitor the call activities like welcome calls, Payout calls, Trade confirmation calls and etc. • Sending common mails to all the clients about informing the trading Holidays/Contact details, if any change. • Monitoring the team activities.(like Pay in , Payout , E mail id change , Mobile No change , Bank details change , ADHOC limit , NEST & IDEAL mapping , SMS deactivation , Updating the client code creation and rejection status to clients and branches , Trading Software installation , providing the reports to clients , If needed and maintaining the records

Service Relationship Manager

HDFC Bank

2012-2 - 2013-11 · 1 yr 10 mos

Bangalore

Handling queries and complaints at branch level also responsible for daily sales report and analyzing and suggesting supervisors for the areas of improvement and what can be done to improve the overall sales

Service Officer

Kotak Mahindra Bank

2010-9 - 2011-8 · 1 yr

New Delhi Area, India

Responsible for teller counter, Maintaining registers, checking and processing forms, lockers, daily operation, MIS Reporting, generating leads, solving customers queries, RTGS and NEFT, making DD's