Jayshree Kotiyana

Pune 2+ yrs exp 68 · Good

About

To work in an environment which encourages me to succeed and grow professionally where I can utilize my skills and knowledge appropriately.

Skills & Expertise (8)

Sales Intermediate

7.0/10

Years Exp

Microsoft Excel Intermediate

7.0/10

Years Exp

Problem Solving Intermediate

6.5/10

Years Exp

Decision Making Intermediate

6.0/10

Years Exp

Team building Intermediate

5.5/10

Years Exp

Tally ERP 9 Intermediate

5.5/10

Years Exp

MSCIT Intermediate

5.0/10

Years Exp

Salesforce CRM Intermediate

5.0/10

Years Exp

Work Experience

Virtual Relationship Manager

HDFC BANK

Apr 2025 - Oct 2025

I used to sell the products of HDFC Bank like personal loans, credit cards, Credit card loans (Smart Emi, Jumbo loan, Insta loan), HDFC bank life insurance (Investment plans, Term plans and Ulip plan), Hdfc bank health insurance, Home loan and Business loan etc. On the basis of customer eligibility we have to pitch for the same for e.g if customer has personal loan or loan on card offer then we have to pitch for that as well as pitch for health insurance and life insurance on every call. If the customer is investing in FD-RD so we have to convience them to invest in term plan policy. Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements. To solve queries and handle Customer over tele calling and check documents very properly and verify them.

Executive - Customer Management

Capita India Private Limited

Jul 2024 - Nov 2024

Handles billing, service relocation, and emergency response to leaks and stoppages via target tool. Worked for the process which handles the customer home move journey with target tool. Familiarity with tools (Royal mail, Digdat, Anglian water, VOA). Sending emails and letters as per the query. Making payments to the customer. Maintaining Excel for given data.

Associate

AK Financial Services

Jun 2021 - Apr 2023

Calling the customer to take their details for login the file and processing further. Responding to customer queries in a timely and accurate way, via Email, phone and chat. We have to check KYC and other documents very carefully and Apart from that we have to sell life insurance or health insurance as per customer loan disbursement amount. Updating the information systems with technical data to ensure timely communication to the finance department. Scanning and maintaining documents properly. Supervision and processing of incoming and outgoing mail. Sense of responsibility and commitment. Good attention to details.