HARSHIT MEHTA

Experienced CRM, KYC Analyst, with 5 month of banking industry experience IN AU SMALL FINANCE BANK. 9 months of experience in TechMeThink. with specialization in budget management as monitoring company performance against estimates and preparing annual budget. Certified Salesforce Administrator(Admin) Work on a project as a Salesforce Administrator in (Capital Solutions PVT)

Key Skills

Ability to work as individual as well as in group.
10 Yrs
Excellent communication skills
10 Yrs
Problem Solver
7 Yrs
Leadership skills
10 Yrs
Quick learner
10 Yrs
Advance problem solving abilities
9 Yrs
Business system analysis
8 Yrs
Adaptive and Innovative
10 Yrs

Professional Experience

Feb 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
 
Dec 2019
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.
 
Jun 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.

Education

Jun 2016
Sep 2020
Bachelors in Finance in S.S. Jain Subodh Commerce & Arts College
University of Rajasthan
Mar 2015
Mar 2016
Intermediate in My Own School
Mar 2013
Mar 2014
Matriculation in My Own School

Certifications

2017
Rajasthan State Certificate In IT (RS-CIT)
Vardhman Mahaveer Open University, Kota
2021
Salesforce Administrator
Samayak It Solutions PVT LTD

Quote

-Believe in yourself. Your limitation—it's only your imagination.

- Stephen King

Hobbies & Interests

  • Travelling
  • Yoga
  • Listening to music
  • Food Blogging
  • Learn new technologies and methodologies.
  • Netflix series

Languages

English
(Native)
Hindi
(Native)

Get in touch with HARSHIT