Shefali Verma
Portfolio Manager | Axis Bank ltd. || ESG Consultant | SG Analytics || Deputy Manager | Relationship Manager | ICICI Bank ltd. |
- Role
- Portfolio Manager at Axis Bank
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Shefali Verma
Resourceful professional, successfully contributing to company profits by improving team…
Experience
Portfolio Manager
Aug 2023 — Present · Indore, IN
Provided exceptional after-sales support, addressing any queries or concernspromptly to maintain trust.• Achieved and exceeded monthly and quarterly sales targets, contributing significantly to company revenue.• Utilized CRM software to manage client interactions efficiently, enhancing organizational productivity.• Analyzed clients\' financial situations and needs to recommend suitable loansolutions, enhancing customer satisfaction.• Issued approvals within authorized limits and escalated large-value applications tosenior staff for review.• Contacted financial and credit institutions to obtain and validate customerinformation.• Analyzed client records to assess financial viability of lending applications.
Education
INSTITUTE OF MANAGEMENT STUDIES, DAVV, INDORE
Master of Business Administration - MBA, Financial administration
2017 — 2019
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