Neha Shukla (Mba) Email & Phone Number

Greater Philadelphia Area

• Collaborate with business teams to collect information, perform analysis, and define business requirements via user stories and business acceptance criteria. • Responsible for understanding the business and making recommendations for improvement.• Collaborate with agile team to translate the business vision into language that can be consumed by development resources. • Conversely, ensure the business understands the solution technology environment and can articulate it in their own words.• Act as a primary contact for questions on current/future/past work for business and IT resources. • Assist in the planning, execution, and analysis of user acceptance testing • Provide assistance in the elicitation of business vision and the prioritization of agile feature storyboards and product backlogs. • Subject Matter Expert for Alternative Investments : Private Equity , Hedge and Real Estate Investments.

Santa Clara, California

Defining product roadmap / strategy and driving development of new product opportunities and strategic relationships with partners, developers and suppliers, primarily in IoT / Big data analytics .Understanding potential customers’ business issues and demonstrating the strategic ability to discuss the critical issues around business expansion and which part of our offering could be most appropriate. Providing ongoing market intelligence and insights to Platform Leaders. Approaching potential customers at Ecommerce Director/CDO or International Development Director level. Ongoing client relationship management to ensure the potential value of the customer is maximized and customer delight is maintained on a long term basis. Leading complex operational and strategic initiatives. Aided facilitating complex agreements , transactions and relationships.

South Mumbai

Responsible for leading a successful team of 25 account executives in the account management of the existing client base, driving revenue, and developing new business in prime South Mumbai region. Proven success in leading a sales team and penetrating and growing accounts / revenues in the region. Responsibilities• Have strong working knowledge of the bank products and services and be able to present the value of said solutions to the appropriate High Net worth Individuals / Buinesses• Responsible for attaining assigned booking targets in the form of sales quota for personal portfolios across Structured product’s, Private equity funds, Mutual funds and Insurance.• Generate leads and drive sales bookings for bank products and services to financial institutions and direct clients within designated territory and or accounts• Formulate the strategies, tactics and account plans, under the direction of management, necessary to develop the leads and relationships within assigned territory/accounts• Travel to client sites, present sales presentations and conduct product demonstrations to potential clients• Manage and implement strategies for effective and rapid movement of leads through sales process, including qualification of prospects; assessment of potential client needs; presentment of bank solutions; and expeditious closing of business• Responsible for the daily maintenance of prompt and accurate sales pipeline forecasting of the entire team

Indore Area, India

Responsible for a team of 9 Relationship Managers. To analyze and market to a wider audience or clientele base for the bank by establishing professional relationships and negotiating with insurance providers. Understanding the financial needs of the customers in order to maximize profit for bank, while preserving the care of services rendered and providing the team support to achieve the Investment and Insurance numbers for the branch by sales of bank products.• Responsible for quarterly quota attainment of the team across Investments and Insurance sales• Establish contacts at a senior level and demonstrate strong sales and marketing skills.• Responsible for interviewing, hiring, training, and performance managing executives• Investments include advice on Mutual funds , Market Linked Debentures , Debt funds and Globe deposits.• Constant relationship management with focus on investment and insurance penetration and forex earnings.• Servicing and handling customer queries and complaints and new to bank acquisitions• Target and revenue driven with a strong focus on customer satisfaction.

London Uk

Head a sales team of personal bankers to support the Manager by working to achieve targets to tight deadlines.• Strict adherence and compliance to the FSA, UK.• Processed routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler’s checks and money orders• Provided the highest quality of service to all members; promptly addressed member concerns and/or escalate to leadership when appropriate• Listened to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems• Actively participated in programs and procedures that drive sales• Worked in close encounters with the Manager to exceed high sales targets as a team.• Supervise and train entry-level staff and impart upon knowledge of banking products and security procedures to facilitate the professional development and continuous learning of team members. • Financial reviews with customers on a regular basis.• Providing solutions to customer queries/ complaints and further follow up on any escalated complaints to the head office .• Continuously measure performance of the team with respect to targets and provide feedback .

Caia Level 1, Chartered Alternate Investment Analyst

Master Of Business Administration (Mba), Finance And Marketing

Activities and Societies: Global Business in Women Club , Art of Living Club , Social EntrepreneurshipWorked on a Social Entrepreneurship.

Master'S Degree, Project Management

Msc Finance And Management, Corporate Finance & International Marketing

Activities and Societies: Debates

Bft, Foreign Trade And International Business

Activities and Societies: Debates and Drama

Education record

Activities and Societies: Debate team , Chess club , Tennis