vaishali bhirgu
@vaishalibhirgu
I’m a relationship manager turning data into retention-driving client outcomes in BFSI.
What I'm looking for
I’m a data-to-result driven relationship manager with 6+ years of experience bridging client management, premium on boarding, banking operations, and escalation handling. I turn complex signals into actionable insights that improve retention, streamline operations, and strengthen service excellence across BFSI and digital platforms.
As a Senior Associate at Info Edge India Ltd., I owned end-to-end client escalation management for a high portfolio of 90+ clients, resolving 98% of issues within 24 hours while ensuring strict SLA compliance. I managed premium customer on boarding and profile setup, handled renewals, and delivered structured feedback and engagement strategies that increased client retention by 15%.
I use Power BI, Tableau, and Excel for dashboard creation, MIS reporting, and performance analysis. I analyze client feedback, service metrics, and recurring issues to identify service gaps, implement corrective actions, and improve data accuracy and reporting efficiency by 30% through CRM systems and Exceltrackers.
Earlier, as a Deputy Manager at Axis Bank Ltd., I managed periodic banking transactions with accuracy and compliance and improved satisfaction for a high-net-worth client portfolio by 25%. I also supported lead generation, performed investment analysis to achieve 15% portfolio growth, and began building partnerships as a Business Development Intern at Max Life Insurance Co. Ltd.
Experience
Work history, roles, and key accomplishments
Owned premium onboarding, membership renewals, and relationship management for 90+ clients, serving as the primary point of contact for issues and engagement. Resolved 98% of escalations within 24 hours with SLA compliance, improving client retention by 15% and increasing CRM/Excel reporting efficiency by 30%.
Deputy Manager
Axis Bank Ltd.
Apr 2019 - Oct 2021 (2 years 6 months)
Managed periodic banking transaction processing with accuracy and compliance while overseeing an HNI portfolio to improve customer satisfaction by 25%. Implemented CRM-driven service improvements to reduce query resolution time, supported lead generation for revenue growth, and delivered 15% portfolio growth through investment analysis.
Business Development Intern
Max Life Insurance Co. Ltd.
May 2018 - Jul 2018 (2 months)
Built partnerships with 15+ local health centers to expand business reach and increase lead generation by 25% within two months. Conducted client meetings and gathered market/business intelligence to support growth initiatives.
Education
Degrees, certifications, and relevant coursework
Guru Gobind Singh Indraprastha University
Master of Business Administration, Finance & Marketing
2019 -
Grade: 70% CGPA
Completed an MBA in Finance & Marketing at GGSIP University. Achieved CGPA of 70%.
University of Delhi
Bachelor of Commerce, Commerce
2017 -
Grade: 72% CGPA
Completed a Bachelor of Commerce at Delhi University. Achieved CGPA of 72%.
Availability
Location
Authorized to work in
Job categories
Skills
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