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HARSHITA SRIVASTAVA

@harshitasrivastava

Branch Relationship Manager at IDFC FIRST BANK LTD

Gurgaon, India

IDFC FIRST BANK LTDJaipuria Institute of Management

Harshita Srivastava is a result-oriented Branch Relationship Manager with experience at IDFC First Bank Ltd. She holds degrees in B.Tech and MBA, specializing in Marketing and Operations. She is adept at business development, portfolio management, and leading branch sales operations.

Experience

Branch Relationship Manager

IDFC FIRST BANK LTD

•Invalid Date - Present•Gurgaon, India

Managing Portfolio effectively through continuous monitoring of accounts for more than 300 HNI clients. Acting as an interface between the bank and its key clients to provide complete Banking solutions, Portfolio Management, Wealth Management and customer servicing. Responsible for day-to-day operations and administration of the branch. Monitor the branch sales targets and strategize to acquire new accounts and expand existing accounts by offering various financial products and service to the customer.

Senior Associate

HATCH BUSINESS SOLUTIONS

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Plan and coordinate marketing meetings and events. Maintain client report. Research vendors for various invoices, supplies and create PO's for the purchasing process. Maintaining customer relationship.

Education

Jaipuria Institute of Management

PGDM

Marketing and Operations

Jan 2020

Anand Engineering College

B.Tech

Jan 2013

St. Mary's Inter College

12TH

Jan 2009 - Jan 2009

St. Mary's Inter College

10TH

Jan 2007 - Jan 2007

Skills

Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Salesforce Software
CBS
Outlook Express
E-mail Applications
Branch Sales Management
Key Account Management
Branch Operations Management
Customer Relationship Management
Problem Anticipation and Resolution
Sales Statistics Analysis
Business Analytics