SHUBHA SURI

I am a homemaker who has taken a career break for family reasons. I am currently looking for ‘Work from Home’

and flexi-time opportunities. From 2001 to 2009, I have worked in the banking sector in a variety of customer-

centric sales and service roles advising HNI clients on banking and investment products, including insurance, and

managing their service requirements. I have an educational background in mass communication and journalism.

WORK EXPERIENCE

Associate Vice President, Central Services, HSBC, Andheri (W), Mumbai

(September 2008 – June 2009)

A service role involving handling service related requirements and innovating new tools for all HSBC branches

across India for their smoother and better functioning. The role included aspects such as Mystery shopping and

complaints monitoring

Premier Service Manager – HSBC, Bandra (W), Mumbai

(August 2006 – September 2008)

Premier Service Manager involved in managing a portfolio of HNI clients for their banking and investment

requirements (mutual funds and insurance)

Customer Service Executive (CSE) – ABN AMRO Bank (now RBS), Juhu Branch, Mumbai

(June 2004 – August 2006)

Job Profile

Part of the team of Customer Service Executive’s reporting to the Branch Lobby Manager. Individual

responsibilities included:

Attending to the walk–in customers at the branch for their banking requirements

Actively managing a portfolio of over 100 client accounts for investment & banking requirements such as

savings / current accounts, credit cards, remittances

Cross–selling investment products (debt & equity mutual funds), insurance (bancassurance tie-up

with Aviva), home loans, current & savings accounts and credit cards

Key Accomplishments

Qualified as amongst the highest performers in three different Inter-Branch Sales Competitions

Best individual performer across all branches Mumbai from Jan to June 2005 in bancassurance

Inducted as a Member in the “Hall of Fame” & Roll of Honour for achieving highest average

insurance sales across Mumbai in Jan - Apr ‘05

First in bancassurance & 2nd in investment products in achieving sales targets amongst branch

CSEs

Achieved 2nd highest score in ‘Star Wars’ inter-branch sales competition from Oct – Dec ‘04

Achieved perfect score in ‘Mystery Shopping’ – a test exercise conducted by the internal audit team

Certifications & Training

Process Training on Banking Products

AMFI Certification - (cleared in the first attempt)

Basic Banking Training Workshop

Sales Training

E-Serve International Ltd. (Citicorp Credit Service India Ltd.), New Delhi

Territory-cum-Relationship Manager - ‘Suvidha’ Corporate Sales

(Oct 2001 – Feb 2004)

Job Profile:

Sourcing salary accounts from corporate customers

Handling service enquiries related to Citibank’s corporate salary accounts product

Organising corporate presentations and service desks on products

Updating and strategically utilising Citibank’s customer databases for cross-sell of other products like credit

cards, insurance and loans.

Maintaining and updating the Management Information System (MIS) databases and generating salary

reports through them

Additional Responsibility (Jan-Apr 2003) - Promotion Manager (Merchandising)

Profile:

Leveraging Citibank’s customer base and distribution network with various corporate houses for cross-sell

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Member of a team that organised various events such as seminars, symposiums cultural programmes for

Citibank customers.

Key Accomplishment:

Was rated as the second-best achiever in a team of ten people and bagged the “Star of the Month” award thrice in

a span of 14 months for exceeding targets.

Professional Developments while at Citicorp

Insurance Training

Compliance Training

Stress Management Training

Marketing and Sales Skills Training

EDUCATIONAL QUALIFICATIONS

2013-14: One Year Diploma in “Early Childhood Care & Education” online course from THE

PODDAR INSTITUTE OF EDUCATION, Santa Cruz (W)

Post-Graduation: (2000-01) Post Graduate Diploma in Mass Communication (PGDMC), Amity

School of Mass Communication, New Delhi

Graduation: (2000-01) Bachelor of Mass Communication (BMC*), Guru Jambeshwar

University, Hissar (1st Division)

(1997-2000) Bachelor of Arts (BA), Isabella Thoburn College, Lucknow University,

(1st Division)

(1997) AISSCE (CBSE), Nainital (U.P.) (1st Division)

Class XII:

*Concurrent registration with PGDMC

Courses taken during the Post-Graduate Programme

Journalism

Public Relations

Communication

Advertising

Electronic Media

Computers (basic)

Projects done during the Post-Graduate Programme

Two months summer training with the advertising agency ‘Sobhagaya’ in client servicing

Project on NGO-CRY (Child Relief and You)

Project on Tihar Jail - Promotional events for various brands

Rank (among a batch of 30 students) during the Post Graduate Programme

1st trimester – ranked 2nd 2nd trimester - ranked 1st 3rd trimester – ranked 3rd

PERSONAL DETAILS

Date of birth: August 16, 1979

Email: acenay@r.postjobfree.com

Marital Status: Married, with one daughter age five

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