Microsoft Office
Preeti Bhardwaj
Banking
Fulshear,TX
Summary
To attain professional excellence, having gathered certain skills in my existing job, I wish to utilize the same in a job with varied and greater job responsibilities, which would enable me to use my skills and provide an opportunity to learn more. Self-motivated BANKER brings proven leadership, organizational and customer relations skills. Independently solves problems and keeps teams on task to handle diverse business requirements. History retaining clients and talented staff. Talented Administrator highly successful at motivating teams and streamlining operations. Analytical problem solver and persuasive communicator with talent for thinking outside box for creative solutions.
Overview
21
21
years of professional experience
3
3
Languages
Work History
Administrator
The Learning Experience
03.2021 - 07.2022
- Collected, validated, and distributed information to employees.
- Collected, arranged, and input information into database system.
- Maintained accurate documentation of company policies and procedures for easy reference by all employees.
- Troubleshot employee concerns and recommended corrective actions to resolve issues.
- Developed comprehensive training programs for new hires, ensuring they were equipped with the necessary skills to succeed in their roles.
- Frequently inspected production area to verify proper equipment operation.
Administrator
Chrysalis Preschool & Kindergarten
02.2019 - 11.2020
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
Recruitment Manager
Simplus solutions consultant
09.2015 - 11.2019
- Identity and Access management
- Cloud Security Solutions
- Staff Augmentation and Talent Acquisitions
- Audit And Compliance.
Manager Sales India Business
Credila Financial Services Pvt.Ltd
02.2011 - 04.2012
- Management and coordination of the front of the reputed college staff team and services
- Management and coordination of the information desk and call center team
- Coordination and management of the commercial department, which is responsible for the commercial explanation of the credits facilities, either for individual or corporate business, Loan Fair, canopy or any other promotional activity etc
- Managing and coordinating the contracts and activities of the outsourcing colleges responsible for facilitating students to get education loans at their doorstep
- Managing the team of Nine loan officers, (Two relationship executives, four field executives, three callers).
Manager Sales
Max New York Life Insurance
10.2008 - 10.2010
- Business Development & Key Accounts Management
- Team Management and Leadership
- Client Relationship Management
- Channel Development
- Training and Development
- Renewals & Payment Collection.
Sr. Sales Manager
Reliance Life Insurance
08.2007 - 09.2008
- Retaining Existing Customers
- Acquiring new business
- Client Relationship Management
- Channel Development
- Training and Development.
Group Leader (Collections)
ICICI BANK Ltd.
04.2006 - 07.2007
- Supervise Group of Twelve Customer Care Officers in collections
- Handling general admin / system maintenance duties
- Individually responsible for collections of around twenty seven lac a month
- Specifically responsible for resolving issues of walking customers of Regional collection manager and Zonal collection manager
- Handling RBI escalations and drafting its reply for Legal Manager's approval
- Auditing the entire credit card collections team on a weekly basis with Five - S
- Negotiating with customers to withdraw against RBI escalations
- Individually responsible for Address Change (Delhi Based)
- Issuing salary and I - cards to I-Process and Info vision Employees
- Preparing salary input of Housing Finance Company employees
- Maintaining records of new employees and resigned employees of Housing Finance Company
- Responding all legal and credit card collections correspondence and notices to different departments
- Updating against cases trails in Collect now
- Auditing Agency receipts.
Senior Relationship Executive
ICICI BANK LTD( SEG )
09.2004 - 06.2005
- Interacting with External & Internal Customers viz
- End users, dealers/distributors & Internal department of sales & logistics requirements are dealt with efficiently and professionally
- Preparing Monthly information System for the Sales, & Direct Interaction with the Area Managers & Sales Executive for the Reports
- Managing Operations like A/c opening, FD, Lockers, Forex etc
- Preparing Monthly information system for the Collection & Billing
- Handling customer queries related to liabilities specifically current accounts
- Managing a team of Relationship Executives and Direct Collection ID
- Allocating the call center leads to team members
- Responsible for verification of individuals applying for a current account
- Maintaining data into contact management systems
- Sorting problems related to opening an account
- Involved in achieving and enhancing sales targets.
Asset Desk Counsellor Home Loan
ICICI HFC LTD ( Home Loans )
04.2003 - 09.2004
- Interacting with External & Internal Customers viz
- End users, dealers/distributors & Internal department of sales & logistics requirements are dealt with efficiently and professionally
- Preparing MIS for the Sales, & Direct Interaction with the Area Managers & Sales Executive for the Reports
- Managing Operations like A/c opening, FD, Lockers, Forex etc.
Assistant Customer Care
Outlook Group Pvt Ltd.
12.2001 - 04.2003
- Worked in almost all departments of subscription
- Replying subscribers through Email
- New Initiatives for achieving Service Excellence through customer care manager
- Receiving subscribers through Email
- New Initiatives for achieving Service Excellence through customer care manager
- Handling subscribers related complaints on the telephone
- Maintaining subscribers database records or updating correspondence.
Education
Bachelor's degree in Entrepreneurship -
DELHI UNIVERSITY
Fulshear, TX08.1997
Skills
- Ability to learn new things
- Love to work in a group and interact with others
- Positive attitude
- Sincere and smart working
- Assessing the needs of customers
- Customer Service
- Attention to Detail
- Recordkeeping and File Management
- Office Administration
- MS Office
- Team Building and Leadership
- Document Management
- Work Planning and Prioritization
Personal Information
- Date of Birth: 04/19/1974
- Nationality: American
Refrence
- Manan Bhatia, 3467778265, Inogen
- Rahul Mahnot, 7346353420, Biz Brain Technologies
Hobbies and Interests
- Exploring distant lands
- Capturing moments
- Gardening
- Painting
PORTRAIT, ABSTRACT, PAINTINGS
Having given online and in person classes to various students. Preeti is unique. She destifies the underlying strategic approach of painting and drawing. Preeti demonstrates the actual process,step-by-step there is no ambiguity,no time- lapse,no hidden technique. Preeti is devoted to imparting knowledge-to teaching.
Work Preference
Work Type
Full TimePart TimeWork Location
On-SiteRemoteHybridSoftware
Banking Software
Interests
Banking
Admin
Insurance
Financial Advisor
Loan Admin
Timeline
Administrator
The Learning Experience
03.2021 - 07.2022
Administrator
Chrysalis Preschool & Kindergarten
02.2019 - 11.2020
Recruitment Manager
Simplus solutions consultant
09.2015 - 11.2019
Manager Sales India Business
Credila Financial Services Pvt.Ltd
02.2011 - 04.2012
Manager Sales
Max New York Life Insurance
10.2008 - 10.2010
Sr. Sales Manager
Reliance Life Insurance
08.2007 - 09.2008
Group Leader (Collections)
ICICI BANK Ltd.
04.2006 - 07.2007
Senior Relationship Executive
ICICI BANK LTD( SEG )
09.2004 - 06.2005
Asset Desk Counsellor Home Loan
ICICI HFC LTD ( Home Loans )
04.2003 - 09.2004
Assistant Customer Care
Outlook Group Pvt Ltd.
12.2001 - 04.2003
Bachelor's degree in Entrepreneurship -
DELHI UNIVERSITY
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