Shrishty Vishwakarma
Financial Advisor Associate
About
Shrishty Vishwakarma is a Financial Advisor Associate with experience in facilitating loan agreement signings and sanctions within a branch environment. She possesses over 1.4 years of experience in the banking industry, specializing in customer relationship management and revenue target achievement. She excels at educating home loan clients on insurance options and acting as a key liaison between customers and housing finance divisions. She is seeking opportunities to leverage her customer service and sales skills within the banking sector.
Experience
Financial Advisor Associate - Lobby
Jun 2026 – Present · 3 mosHDFC Sales · Mumbai, India
- Facilitated customer loan agreement signings and sanctions.
- Educated home loan clients on loan and home protection insurance.
- Cultivated customer relationships and achieved monthly revenue targets.
Associate
Apr 2025 – Jun 2026 · 1 yr 2 mosIDFC First Bank Limited · Mumbai, India
- Administered customer service support for Gold loans.
- Spearheaded lead generation, modification, and followup for Gold loans.
- Gained experience in Personal and Business loan operations.
Skills
Customer Engagement & Sales
Banking Operations & Products
Teamwork & Language Proficiency
Languages
Education & Certifications
Bachelor of Arts in English
Ramnarain Ruia College of Arts & Science · 2025