Preeti Tiwari

About Preeti Tiwari

A senior financial services leader with + of experience spanning public…

Experience

1. AVP

   HDFC Bank

   Nov 2023 — Present · Pune, IN

   Identified partnership opportunities and established favorable business connections.Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.Forecasted trends and recommended improvements based on financial risk analyses.Performed customer segmentations for cards and personal loans, leveraging analytics to improve marketing campaign targeting.Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.Developed and deepened client relationships to cement profitable partnerships.Orchestrated client-centered financial packages factoring in current market trends.Evaluated the investment potential of companies with thorough assessments of historical data, operational activities, and future objectives.Reviewed financial reports and streamlined operations to increase productivity and company profits.Analyzed key aspects of the business to evaluate factors driving results and summarized them into presentations.Expanded customer base through community outreach and strategic business partnerships.Kept client financial plans optimized for current market trends and economic conditions.Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing, and sourcing overseas partners.Guided clients through compiling important financial histories and documentation for evaluation.Boosted sales and customer loyalty through incentive programs.Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.