Shweta Roy Email & Phone Number | - Overall 13+ years of experience in Customer relationship Management. - Experience on developing strong business relationships with partners focusing on deepening client relationships and cross-selling. - Experience in Maintaining all operational and risk management standards. - Experience in ensuring the banking center is successful on a daily basis by following duties. - Acts as a liaison between clients and Banking Center Managers. - Experience in Lead client portfolio efforts. - Worked closely with team to ensure delivering a quality client experience. - Experience in managing the on boarding of all new clients. - Experience in conducting a number of client appointments weekly, as set forth by market management. - Experience in ensure client follow up calls are conducted in the proper time frame. - Strong customer engagement skills. - Experience in on boarding process with process visibility and status tracking. - Experience in tracking relationship management activities, pipeline management and conversions. - Experience in capturing leads across channels on a single integrated platform including web, mobile, email, SMS, branch, etc. - Work experience on cross sell offers based on various triggers across all touch points with fast track closure process. - Experience on analyzing/working on complete profile capturing and action items in prospect and customer 360 view. - Experience in tacking lead conversions and ROI in digital Banking CRM in order to close the loop between Sales and Marketing. - Experience on cross selling and service activation like bill pay, internet banking , debit cards etc. - Experience on creating campaigns and events across for approval based on defined checklist. - Working experience on campaigns for the sales team and branches to boost ROI. - Extensive experience in creating plans and setting targets based on multiple parameters like no.of accounts,customer mix,product mix,users,territories etc. - Extensive experience of conversion and tracking at each stage. - Extensive experience on providing analysis and reporting on number of leads, campaigns, interactions and conversion on daily basis. - Extensive experience on providing correction strategies to ensure target achievement. - Extensive work experience on sales and RM activity to bring in accountability and boost productivity. - Excellent verbal and written communication for influencing and leading customer facing engagements. - Good negotiation and presentation skills. Expertise in creating business cases and articulate business value proposition to the customer.

Shweta Roy

- Overall 13+ years of experience in Customer relationship Management. - Experience on developing st...
India

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Shweta Roy’s Email shweta.roy@icicibank.com

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Shweta Roy’s Location India

Shweta Roy’s Current Industry Hdfc Bank

Shweta Roy’s Prior Industry Icici Bank

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Work Experience

Hdfc Bank

Manager

2023-05-01 00:00:00 - Present

Icici Bank

Manager

2015-12-01 00:00:00 - 2023-05-01 00:00:00

Skills

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Languages

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FAQ About Shweta Roy

Shweta Roy is located at
India

Shweta Roy is a - Overall 13+ years of experience in Customer relationship Management. - Experience on developing strong business relationships with partners focusing on deepening client relationships and cross-selling. - Experience in Maintaining all operational and risk management standards. - Experience in ensuring the banking center is successful on a daily basis by following duties. - Acts as a liaison between clients and Banking Center Managers. - Experience in Lead client portfolio efforts. - Worked closely with team to ensure delivering a quality client experience. - Experience in managing the on boarding of all new clients. - Experience in conducting a number of client appointments weekly, as set forth by market management. - Experience in ensure client follow up calls are conducted in the proper time frame. - Strong customer engagement skills. - Experience in on boarding process with process visibility and status tracking. - Experience in tracking relationship management activities, pipeline management and conversions. - Experience in capturing leads across channels on a single integrated platform including web, mobile, email, SMS, branch, etc. - Work experience on cross sell offers based on various triggers across all touch points with fast track closure process. - Experience on analyzing/working on complete profile capturing and action items in prospect and customer 360 view. - Experience in tacking lead conversions and ROI in digital Banking CRM in order to close the loop between Sales and Marketing. - Experience on cross selling and service activation like bill pay, internet banking , debit cards etc. - Experience on creating campaigns and events across for approval based on defined checklist. - Working experience on campaigns for the sales team and branches to boost ROI. - Extensive experience in creating plans and setting targets based on multiple parameters like no.of accounts,customer mix,product mix,users,territories etc. - Extensive experience of conversion and tracking at each stage. - Extensive experience on providing analysis and reporting on number of leads, campaigns, interactions and conversion on daily basis. - Extensive experience on providing correction strategies to ensure target achievement. - Extensive work experience on sales and RM activity to bring in accountability and boost productivity. - Excellent verbal and written communication for influencing and leading customer facing engagements. - Good negotiation and presentation skills. Expertise in creating business cases and articulate business value proposition to the customer.