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

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.

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.
• 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

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..
• 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.

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

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