Deeksha Shettigar

Detail-oriented professional seeking to leverage diverse skills in a dynamic role. Committed to delivering comprehensive solutions and fostering collaboration across teams. Eager to contribute innovative ideas and enhance operational efficiency in a fast-paced environment.

Branch relationship executive - Randstad India Pvt Ltd (SBI Card)

(2021-06 - 2022-10)

• Managed customer relationships within branch banking channel to promote and sell SBI credit card products.
• Identified potential customers through branch leads and walk-ins, ensuring achievement of monthly sales targets.
• Explained card features, benefits, fees, and reward programs to customers to drive product awareness.
• Assisted customers with application processing, documentation, and KYC verification.
• Coordinated with branch staff to generate referrals and strengthen business partnerships.
• Ensured compliance with company policies and regulatory guidelines during onboarding.
• Maintained accurate records of leads, conversions, and follow-ups in CRM systems.
• Resolved customer queries related to credit cards, billing, and service requests.

Senior process executive - Cognizant technology solutions

(2022-10 - 2026-02)

• Researched property tax details using county assessor and tax collector websites across multiple US states Verified ownership, parcel numbers, legal descriptions, and tax status.
• Identified tax liens, delinquent taxes, and payment history relevant to title review
• Coordinated with county tax offices via calls and emails to obtain missing information.
• Processed and tracked tax payments, ensuring accuracy and timely completion.
• Processed a high volume of USA mortgage loan applications, ensuring adherence to all federal and state regulations.
• Coordinated effectively with US clients through calls and emails, facilitating seamless communication and issue resolution.
• Processed escrow-based tax payments and verified county tax data.
• Prepared and maintained daily tax amount reporting completion report for management review.
• Provided critical process support, enhancing team efficiency and operational flow.
• Supported team members in managing daily workflows.
• Ensured rigorous accuracy and compliance in documentation, safeguarding process integrity.
• Handled US mortgage property tax payment and research activities.

Senior corporate agency manager - HDFC LIFE

(2026-03)

• Managed and developed relationships with banking partners to drive insurance sales and achieve business targets.
• Led, trained, and motivated bank sales teams on HDFC Life products, sales strategies, and compliance requirements.
• Identified customer financial needs and recommended suitable life insurance solutions.
• Achieved monthly and quarterly sales targets through effective lead generation and customer engagement.
• Conducted joint sales calls, customer meetings, and branch-level promotional activities to increase policy conversions.
• Monitored sales performance, prepared business reports, and implemented action plans to improve productivity.
• Ensured adherence to IRDAI guidelines, company policies, and regulatory compliance.
• Built long-term customer relationships by providing post-sales service and resolving customer queries efficiently.
• Coordinated with internal teams to ensure smooth policy issuance and customer onboarding.

High school - Madeline high school mulki (2015)

Commerce - Commerce - Pompei P U college (2017)

B.Com - Commerce - Government first grade college haleyangadi (2020)