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Mehvish Sardar

Deputy Manager at Axis Bank | Ex–AU Small Finance Bank | IDFC First Bank | Tech Mahindra

Mumbai

6+ years of work experience

Axis Bank
Nov 20232 yrs 7 mosPresent

Navi Mumbai, Maharashtra, India

Managed client portfolios with focus on account management and retention • Conducted financial analysis to support customer decisions and business goals • Delivered high standards of service, ensuring consistent customer satisfaction • Applied CRM systems to enhance relationship management and engagement
AU SMALL FINANCE BANK
Nov 20212 yrsOct 2023

India

Enhanced customer satisfaction by providing timely and effective financial solutions • Applied financial analysis to support client decision-making and portfolio growth • Strengthened client relationships through consistent engagement and trust-building • Managed portfolios to align with customer goals and long-term financial planning
HGS
Aug 20201 yr 4 mosNov 2021

Juinagar

• Customer Engagement – Building strong customer relationships through communication and service. • Customer Retention – Retaining customers by ensuring value and loyalty. • Customer Satisfaction – Meeting expectations with quality service and support.
Tech Mahindra
Dec 20198 mosJul 2020

India

Education

Elphinstone college

Bachelor of Commerce - BCom, Banking and Financial Support Services

Elphinstone college

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Headline

Deputy Manager at Axis Bank | Ex–AU Small Finance Bank | IDFC First Bank | Tech Mahindra

About

With 7 years of experience in the BFSI sector, I have worked with leading brands and fast-growing startups, gaining strong exposure across sales, strategy, training, compliance, relationship management, and business solutions. My focus has been on building customer trust, driving cross-sell and upsell opportunities, and ensuring service excellence through consistent engagement. I bring hands-on expertise in both banking and insurance, having independently managed portfolios and delivered on challenging sales and service goals. Recognized for strong stakeholder engagement and problem-solving skills, I thrive in dynamic environments and constantly look for new, impactful ways to deliver value and achieve results.

Location

Mumbai

Work experience

Deputy Manager at Axis Bank, Nov 2023 - Present · 2 yrs 7 mos, Navi Mumbai, Maharashtra, India, Managed client portfolios with focus on account management and retention • Conducted financial analysis to support customer decisions and business goals • Delivered high standards of service, ensuring consistent customer satisfaction • Applied CRM systems to enhance relationship management and engagement

Assistant Manager at AU SMALL FINANCE BANK, Nov 2021 - Oct 2023 · 2 yrs, India, Enhanced customer satisfaction by providing timely and effective financial solutions • Applied financial analysis to support client decision-making and portfolio growth • Strengthened client relationships through consistent engagement and trust-building • Managed portfolios to align with customer goals and long-term financial planning

Consultant of IDFC First bank at HGS, Aug 2020 - Nov 2021 · 1 yr 4 mos, Juinagar, • Customer Engagement – Building strong customer relationships through communication and service. • Customer Retention – Retaining customers by ensuring value and loyalty. • Customer Satisfaction – Meeting expectations with quality service and support.

Travel Consultant at Tech Mahindra, Dec 2019 - Jul 2020 · 8 mos, India

Education

Bachelor of Commerce - BCom, Banking and Financial Support Services, Elphinstone college

Mehvish Sardar - Deputy Manager in Mumbai | Tal