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vaishali bhirgu

@vaishalibhirgu

I’m a relationship manager turning data into retention-driving client outcomes in BFSI.

India
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What I'm looking for

I’m looking for a relationship/customer success role where I can own escalations and SLAs, use Power BI/Tableau/Excel for MIS insights, and drive client retention through proactive service improvements in a BFSI or digital environment.

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

Axis Bank Ltd. logoAL

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.

Education

Degrees, certifications, and relevant coursework

Guru Gobind Singh Indraprastha University logoGU

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 logoUD

University of Delhi

Bachelor of Commerce, Commerce

2017 -

Grade: 72% CGPA

Completed a Bachelor of Commerce at Delhi University. Achieved CGPA of 72%.

Tech stack

Software and tools used professionally

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