HARSHIT MEHTA Online Resume

Mar 2021

Apr 2021

Salesforce Administrator

Samayak It Solutions PVT LTD Jaipur, IN

Project 1:- Capital Info Solutions (Salesforce Administrator)

Duration:- One Month

Technology Used:- Salesforce Platform

Maintains multiple user profiles, role hierarchy, security, and sharing rules, and other Salesforce.com out-of-the-box access feature.
Perform data integrity (rules and merging records) functions establishing proper ownership and record type maintenance in accordance with sales territories.
Supports the training department with new material for end users on the Salesforce.com application. When called upon, help to train the new and existing users how to use SFDC and related applications
Create and maintain documentation on processes, policies, application configuration and help related materials for users
Participate in with user requirement sessions and document user requirements to address changing business needs. Review design approach with Product Manager

Jan 2020

Sep 2020

Budget Analyst

TechMeThink Jaipur, IN

Performed budget management tasks such as monitoring company performance against estimates and preparing annual budgets.
Lead the budget management department into the preparation and management of financial planning and analysis activities.
Encouraged collaboration between budget management teams and executive leadership to develop financial plans to support company strategic initiatives.

Jul 2019

Nov 2019

Customer Relationship Executive

AU SMALL FINANCE BANK Jaipur, IN

Collected, analysed, and managed quantitative data and created meaningful reports to lead business improvement.
Maintained and monitored Scores of various reports of Branch Banking Services, Phone Banking Services ATM Services.
Planning and delivering CRM strategies across the organisation with a view to retaining existing customers, increasing brand loyalty and expanding the company brand.
Deciding on a final CRM structure and architecture that will work seamlessly across the business and capture crucial information along the sales funnel.
Product:- AU Bank offers a complete gamut of asset & liability products viz.
Savings Account, Current Account, Locker, ATM, Fixed Deposit, Recurring Deposit and all kinds of assets backed loan products such as Vehicle Finance, MSME loans and SME loans.
Database: CRM,CBS.
Worked on the CRM to handle the customers and taking the request for the service 100 request per day.
To assist and facilitate research and investigation of potentially case of AML interest/ escalations.
Product Development.
Spearheaded Product Development Lifecycle from understanding the Bank Case to Implementation.
Single handedly DELIGHTED ~100+ new customers for the services.
Played a crucial role in customer satisfaction.

HARSHIT MEHTA