RAJ PANDYA
New York,NY
Summary
Data-driven Marketing and Customer Insights Professional with a Bachelors in Marketing Science and 4+ years of cross-functional experience in financial institutions (Valley, Citigroup). Proven track record of leveraging Salesforce CRM to architect robust customer feedback infrastructure, driving actionable VoC (Voice of the Customer) insights that optimize product offerings and elevate retention. Expert in navigating complex data structures, regulatory compliance, and cross-functional stakeholder collaboration to execute market-aligned, client-facing initiatives.
Overview
2
2
Languages
4
4
years of professional experience
Work History
SR CIF SUPPORT SPECIALIST
Valley
11.2023 - Current
- Architected a comprehensive Voice of the Customer (VoC) feedback infrastructure within Salesforce CRM, capturing and translating complex user data into actionable insights that directly improved product offerings.
- Designed and deployed a rigorous system of internal controls and procedural compliance measures, mitigating risk and ensuring 100% alignment with evolving regulatory frameworks.
- Orchestrated omni-channel customer retention initiatives spanning structured direct mail and phone campaigns, enhancing account health metrics and ensuring complex client needs were met.
- Managed end-to-end data integrity and financial reporting workflows, independently preparing error-free fiscal documentation for multiple corporate entities under strict deadlines.
CLIENT ONBOARDING SPECIALIST
Citigroup
03.2022 - 03.2023
- Delivered data-driven strategic solutions for high-value KYC projects, analyzing performance goals and consumer behavioral segments to optimize the institutional onboarding experience.
- Directed end-to-end verification workflows and cross-team data pipelines, auditing critical information systems to guarantee seamless project handoffs to the Global Compliance division.
- Collaborated cross-functionally with institutional asset managers and senior executives to co-develop, refine, and scale regional program structures.
- Spearheaded internal training initiatives, creating documentation and educating cross-functional team members on account application systems to accelerate onboarding cycle times.
UNIVERSAL BANKER II
Blue Foundry Bank
06.2022 - 01.2023
- Executed targeted product positioning and advisory strategies, matching financial services portfolios to client growth goals to consistently achieve retention KPIs.
- Drove local market share expansion by engineering a high-impact referral pipeline based on structured customer satisfaction loops and proactive relationship management.
- Managed high-volume data entry and credit underwriting processes, processing loan documentation in strict alignment with regional compliance laws within a fas
Education
Bachelors - Marketing Science
Rutgers University
05-2021
Skills
- Marketing & Insights: Customer Insights (VoC), Product Marketing Strategy, Customer Journey Mapping, Data Analytics, Brand Management
- Software & Systems: Salesforce CRM, Advanced Excel (Data Analysis, Pivot Tables), KYC Platforms, Document Verification Workflows
- Soft Skills: Cross-Functional Leadership, Complex Problem Solving, Stakeholder Management, Client Onboarding, Adaptability
LANGUAGES
Hindi
Native or Bilingual
Latin
Limited Working
Timeline
SR CIF SUPPORT SPECIALIST
Valley
11.2023 - Current
UNIVERSAL BANKER II
Blue Foundry Bank
06.2022 - 01.2023
CLIENT ONBOARDING SPECIALIST
Citigroup
03.2022 - 03.2023
Bachelors - Marketing Science
Rutgers University