Sameer Shrivastava Email & Phone Number

Bangalore Urban, Karnataka, India

■ Automation and Efficiency Gains: Led an RPA project to automate the lead processing workflow, achieving an impressive 95% data input accuracy. This initiative saved over 7,000 manual hours annually, translating into $200,000 in reduced labor costs. Defined a clear product roadmap and coordinated across multiple teams, using JIRA to streamline the process.■ AI-Powered Tax Solution: Spearheaded the development of the IRS Tax Transcript service by integrating AI to automate tax document… Show more ■ Automation and Efficiency Gains: Led an RPA project to automate the lead processing workflow, achieving an impressive 95% data input accuracy. This initiative saved over 7,000 manual hours annually, translating into $200,000 in reduced labor costs. Defined a clear product roadmap and coordinated across multiple teams, using JIRA to streamline the process.■ AI-Powered Tax Solution: Spearheaded the development of the IRS Tax Transcript service by integrating AI to automate tax document retrieval. This reduced processing time by 80% and cut closing costs by 30%, significantly enhancing client satisfaction and operational efficiency.■ Wealth Management Platform Launch: Directed the creation of an RIA service platform that boosted client financial health scores by 25% while diversifying revenue streams by 20%, showcasing Visionet’s commitment to client-centric solutions.■ Data-Driven CRM Dashboard: Built a CRM dashboard tailored for relationship managers, improving client engagement by 30% and unlocking a 20% revenue increase potential. The tool provided critical insights that empowered relationship managers to prioritize high-impact client interactions.■ HR Chatbot Development: Led the design and deployment of an AI-powered HR Chat Bot, integrated with Microsoft Teams, reducing HR ticket volume by 60% and slashing response times by 50%, resulting in enhanced employee experience and streamlined HR operations. Show less

Mumbai, Maharashtra

■ Achieved a 20% increase in annual sales targets by implementing effective relationship management and investment advisory strategies for CBG products.■ Enhanced customer satisfaction by 25% through proactive client engagement and efficient service management, leading to higher customer retention.■ Balanced sales spread between products, resulting in a 15% increase in cross-selling rates and deeper wallet penetration with existing customers.■ Improved service delivery by conducting… Show more ■ Achieved a 20% increase in annual sales targets by implementing effective relationship management and investment advisory strategies for CBG products.■ Enhanced customer satisfaction by 25% through proactive client engagement and efficient service management, leading to higher customer retention.■ Balanced sales spread between products, resulting in a 15% increase in cross-selling rates and deeper wallet penetration with existing customers.■ Improved service delivery by conducting regular training and briefings on product launches, contributing to a 30% reduction in customer complaints. Show less

Mumbai Area, India

■ Product Uptake: Increased product uptake by 15% through a deep understanding of financial products.■ Sales Strategies: Coordinated with insurance companies, contributing to a 10% growth in Bancassurance product sales.■ Regional Strategies: Active involvement in devising regional sales strategies.■ Business Relationships: Building new business relationships, beneficial for both the bank and the clients.

Mumbai Area, India

■ Client Satisfaction: Managed portfolios, leading to a 20% improvement in client satisfaction.■ Product Adoption: Increased product adoption by 15% through targeted marketing.■ Target Achievement: Ensuring all monthly targets are met satisfactorily.■ Customer Queries: Ensuring all customer complaints and queries are handled efficiently.■ Insurance Products: Grow insurance products of the bank by effectively offering them to the customers according to their needs.

Mumbai Area, India

■ Revenue Growth: Achieved a 25% increase in revenue through profit-oriented sales and marketing strategies.■ Team Leadership: Led a team of 10, ensuring efficiency in operations and surpassing group targets by 20%.■ Business Strategy: Analyze business potential, conceptualize & execute strategies to drive sales, augment turnover and achieve desired targets.■ Competitive Analysis: Monitored competitor activities and devised effective countermeasures.■ Market Survey: Identified… Show more ■ Revenue Growth: Achieved a 25% increase in revenue through profit-oriented sales and marketing strategies.■ Team Leadership: Led a team of 10, ensuring efficiency in operations and surpassing group targets by 20%.■ Business Strategy: Analyze business potential, conceptualize & execute strategies to drive sales, augment turnover and achieve desired targets.■ Competitive Analysis: Monitored competitor activities and devised effective countermeasures.■ Market Survey: Identified, qualified, and pursued business opportunities through market surveys and mapping as per targeted plans. Show less

Mumbai Area, India

Master Of Business Administration (M.B.A.), Retail Management And Marketing

Be, Computer Science

Activities and Societies: Quiz, Paper Presentation, Poster Presentation, Ad mad event, Seminar