Madhuri Satdive

I have 1.7 years of experience across client-facing roles in sales, financial consulting, and branch service delivery, with a strong focus on building trust and delivering results. I enjoy identifying opportunities, supporting clients, and improving processes through clear reporting and follow-through.

Previously, as a Sales Executive, I identified business opportunities by researching prospects and market options, recommended solutions, and maintained client relationships through support and continuous improvement. I also contributed to team efforts by preparing reports and staying current with industry trends and competitors.

In my financial consulting role, I marketed services through referrals and presentations, assessed clients’ financial situations, and developed financial strategies aligned to goals and risk tolerance. I monitored plan results, updated knowledge on financial markets and new products, and supported organization objectives with ownership and responsiveness.

In service delivery, I managed branch banking operations including KYC checks, onboarding through welcome calls and sales process audits, client activation on net banking and non-branch channels, and TAT management for service and operational transactions. I also bring a testing background—test planning and execution, manual and automated testing, defect detection and reporting, and test coverage optimization—to help teams deliver reliable, well-reviewed outcomes.