Sakshi Laxman Sharma
Summary
A highly motivated and customer-focused Customer Service Advisor with 3 years of experience in banking and retail environments. Skilled in financial transactions, digital banking support, and delivering exceptional customer experiences. Adept at resolving inquiries, upselling financial products, and ensuring compliance with banking policies. Passionate about building strong customer relationships and contributing to team success.
Overview
4
4
years of professional experience
Work History
Customer Service Advisor
State Bank of India
02.2023 - Current
- Delivered high-quality customer service by engaging in meaningful conversations to understand financial needs and provide tailored banking solutions
- Built strong customer relationships, becoming a trusted point of contact for banking inquiries and transactions
- Opened and maintained customer accounts, including savings, term deposits, and business accounts
- Supported customers with loan applications, credit card inquiries, and general financial transactions
- Provided guidance on financial products to help customers achieve their financial goals
- Assisted customers in setting up and navigating SBI's E-remit online and mobile banking platforms
- Promoted self-service banking options to enhance digital literacy and convenience
- Ensured strict adherence to financial regulations, anti-money laundering (AML), and Know Your Customer (KYC) procedures
- Verified customer identification and documentation to prevent fraud and financial crime
- Maintained accurate records of customer transactions and inquiries in compliance with banking policies
- Worked closely with financial specialists and team members to provide seamless customer service
- Actively participated in professional development programs and training to stay updated on banking policies and industry trends
Disability Employment Consultant
uLaunch (Part of Centrelink)
02.2022 - 02.2023
- Conducted assessments to understand job seekers' skills, interests, and employment barriers
- Developed personalized employment plans to help clients achieve long-term career goals
- Provided coaching and job-readiness training, including resume writing, interview preparation, and workplace skills development
- Built and maintained strong relationships with employers to create inclusive job opportunities for clients
- Advocated for workplace adjustments and disability inclusion, ensuring a smooth transition for both clients and employers
- Matched job seekers with suitable roles and provided post-placement support to improve retention rates
Customer Service Representative
Coles Express
06.2021 - 02.2022
- Delivered exceptional customer service by expertly assisting with inquiries, purchases, and tailored product recommendations
- Processed sales transactions with accuracy using POS systems, including cash, EFTPOS, and gift cards
- Drove customer satisfaction and boosted store revenue by promoting special offers and effectively upselling products
Education
Master of Professional Accounting and Finance -
Deakin University
Burwood, VIC01.2022
Bachelor of Commerce - Accounting And Finance
Pillai's College, Mumbai University
Navi Mumbai01.2018
Skills
- Customer Service
- Relationship Management
- Digital Banking
- Online Banking
- Risk Management
- Compliance
- AML
- KYC
- Problem-Solving
- Conflict Resolution
- Teamwork
- Collaboration
- Attention to Detail
- Accuracy
Timeline
Customer Service Advisor
State Bank of India
02.2023 - Current
Disability Employment Consultant
uLaunch (Part of Centrelink)
02.2022 - 02.2023
Customer Service Representative
Coles Express
06.2021 - 02.2022
Master of Professional Accounting and Finance -
Deakin University
Bachelor of Commerce - Accounting And Finance
Pillai's College, Mumbai University
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