Bhoje Priti
@bhojepriti
Business Analyst and CRM-focused banking operations professional with 9 years’ experience, transitioning into IT and data-driven roles.
What I'm looking for
I’m a results-driven banking operations and business analysis professional with 9 years of experience across the BFSI industry—covering Business Analysis, Product Management, CRM-based customer relationship management, and service delivery. I’m now seeking a transition into IT and technology-driven roles, leveraging my data analysis, product analysis, CRM platforms, MIS reporting, process improvement, and stakeholder management strengths.
At Axis Bank as an Assistant Manager (Apr 2023 – Jan 2025), I managed retail banking operations and customer service delivery. I coordinated branch operations, MIS reporting, and process execution, and I improved customer satisfaction through issue resolution and relationship management while using internal systems and CRM platforms for customer handling and reporting.
Earlier, as a Deputy Manager – Privilege Banker at ICICI Bank (Apr 2014 – Aug 2021), I owned HNI customer portfolios and delivered banking and financial solutions. I performed customer requirement analysis, cross-sold banking products, and handled data analysis, reporting, customer retention, and service delivery operations—supporting product analysis and process improvement initiatives. I worked across Finacle, Salesforce, CRMNext, FCRM, and DP Secure, managed compliance activities, resolved customer issues, and coordinated with teams and stakeholders to hit business and operational targets, while training and guiding team members for performance improvement.
Overall, I bring a strong understanding of business processes, customer lifecycle management, compliance operations, and cross-functional coordination. I also hold a PG Diploma from NIIT Pune (2014) and have consistently earned recognition through business meets and MDRT qualification—because I value disciplined execution, measurable outcomes, and customer-focused solution delivery.
Experience
Work history, roles, and key accomplishments
Assistant Manager
Axis Bank
Apr 2023 - Jan 2025 (1 year 9 months)
Managed retail banking operations and led customer service delivery across branch workflows. Coordinated MIS reporting, issue resolution, and process execution using CRM platforms to improve customer experience and support operational improvements.
Deputy Manager
ICICI Bank
Apr 2014 - Aug 2021 (7 years 4 months)
Managed HNI customer portfolios by performing requirement analysis, cross-selling financial products, and driving customer retention. Delivered service operations through reporting and product analysis while supporting compliance activities and resolving customer issues across banking systems and CRM platforms.
Education
Degrees, certifications, and relevant coursework
NIIT Pune
Postgraduate Diploma (PG Diploma)
Completed a PG Diploma at NIIT Pune in 2014.
Shivaji University
Bachelor of Science (B.Sc.)
Earned a Bachelor of Science (B.Sc.) from Shivaji University in 2013.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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