---
title: "Shruti Patel - Officer in Mumbai | Tal"
description: "Meet Shruti Patel, \"Aspiring Finance Professional | CISI IOC Candidate | Exploring Financial Markets, Securities & Investment Operations | Eager to Learn, Contribute & Grow in Investment Operations\" based in Mumbai."
image: "https://tal.club/meet/shruti-patel/share-image"
---

# Shruti Patel on Tal

## Headline

"Aspiring Finance Professional \| CISI IOC Candidate \| Exploring Financial Markets, Securities & Investment Operations \| Eager to Learn, Contribute & Grow in Investment Operations"

## About

HDFC Bank provided exposure to service operations, client engagement, and financial compliance, where contributions supported efficient banking processes and enhanced customer satisfaction\. This role refined skills in service management and effective communication, driving seamless operational workflows\. With a Bachelor of Commerce from the University of Mumbai and ongoing preparation for the CISI Investment Operations Certificate, focus remains on excelling in financial services\. Motivated to explore opportunities in investment operations and market infrastructure, fostering industry expertise and professional growth\.

## Location

Mumbai

## Work experience

Officer at HDFC Bank, Apr 2023 \- Mar 2025 · 2 yrs, India, Managed clients’ current and savings bank accounts along with credit card services, ensuring smooth and accurate account management\. Assisted customers with fixed deposits and recurring deposits, explaining interest rates and helping them understand interest calculations\. Resolved customer queries via phone and email, providing clear and accurate information about account charges, features, and related services\. Supported clients seeking credit card loans by guiding them through the application process as part of the backend team\. Raised and tracked complaints related to debit cards, credit cards, and accounts, ensuring timely resolution\. Delivered high\-quality customer service through effective communication and problem\-solving in a backend support role

## Education

Bachelor of Commerce \- BCom, Accounting and Finance, University of Mumbai

[View the original profile](https://tal.club/meet/shruti-patel)

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