Project Management

Shashank Joshi

Dubai, UAE,
$5000 / month
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About Candidate

MBA-qualified Project Management professional with 7+ years of experience across client success, account management, and operations. Skilled in leading cross-functional projects, business analysis, and financial modeling. Strong communicator with a track
record of driving results and fostering collaboration. Certified in Finance, Marketing, and Accounting Fundamentals.

Education

M
MBA, Project Management, Applied Finance 2024
University Of Wollongong Dubai

PROJECT Company Analysis Report EMAAR vs ALDAR Accounting for Managerial Decision Making Analyzed financial performance (2019–2023), ESG factors, and risks using benchmarking, trend/horizontal/vertical analysis; delivered strategic insights with visualizations and financial models. Company Valuation Report – Walmart Inc. Financial Strategy & Governance Valued Walmart using DCF, P/E, and DDM models; analyzed 2020–2024 financials, benchmarked competitors, and delivered investment insights using Excel models, Power BI, and academic research.

P
Post Graduate Diploma in Banking and Operation 2015
NIIT - Institute of Finance Banking & Insurance

PROJECT Impact of Digital Banking on Traditional Services Studied the shift in customer behavior due to UPI and mobile banking adoption; assessed operational changes in bank branches and highlighted digital adoption trends and security concerns. Customer On-boarding Process in Retail Banking Evaluated KYC procedures, documentation flow, and account activation timelines; identified key pain points and suggested improvements to enhance onboarding efficiency and customer experience.

B
Bachelor of Science, Mathematics 2009
University College Of Science

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Experiences

A
Account Manager 2023-09-01 - 2025-02-01
Freelance Dubai, UAE

Cultivated long-term client relationships by providing consistent support and personalized communication, resulting in a 30% increase in repeat business and enhanced operational efficiency. ⚫ Formulated strategic account plans using client data and market trends, driving a 15% boost in retention rates and contributing to sustainable revenue growth. ⚫ Collaborated with cross-functional teams for timely resolution of client issues and achieving a 40% improvement in service delivery speed. ⚫ Analyzed key performance metrics using dashboard tools and client feedback, uncovering insights that led to a 10% increase in upsell opportunities and overall business expansion.

C
Customer Success Executive 2022-09-01 - 2023-05-01
Ibibo Group Pvt Ltd Bengaluru, India

Implemented end-to-end customer success strategies through Salesforce CRM by tracking leads, automating onboarding, and designing retention workflows, resulting in a 20% increase in CSAT and reduced customer churn. ⚫ Developed customized dashboards to monitor KPIs like churn rate and CSAT using real-time data analysis, which empowered leadership to make informed decisions and improve client outcomes. ⚫ Streamlined ticket management workflows by integrating automation tools and optimizing team communication, reducing resolution time by 25% and boosting internal collaboration. ⚫ Coordinated with sales, IT, and vendor teams to integrate Salesforce with core business systems, ensuring 100% CRM data accuracy and enhancing overall customer engagement.

C
Customer Support Specialist 2021-07-01 - 2022-08-01
Customer Support Specialist

Resolved 50+ monthly STP solution inquiries by delivering prompt support, achieving a 95% client satisfaction rate. ⚫ Guided 100+ clients on system operations through standardized protocols, ensuring full compliance with industry regulations. ⚫ Collaborated with engineering teams and streamlined processes, reducing issue resolution time by 20% and boosting tech adoption by 30%.

C
Customer Support Associate 2019-06-01 - 2021-07-01
BM Gujarat Overseas Bharuch, India

Expanded local trade by implementing targeted initiatives, increasing annual revenue 12%. ⚫ Boosted client base by 20% through market trend analysis and effective lead generation strategies.

A
Account Assistant 2017-07-01 - 2019-06-01
Aravali PG College Banswara, India

Managed accounts receivable by generating invoices, following up on payments, and reconciling statements, reducing outstanding receivables by 15% through effective credit control. ⚫ Ensured 100% audit compliance by maintaining accurate financial records and preparing monthly bank reconciliations and audit-ready reports.

B
Branch Relationship Officer 2015-06-01 - 2016-01-01
ICICI Bank Ltd Udaipur, India

Cultivated and managed relationships with 250+ clients, enhancing retention by 40% through personalized support and proactive engagement. ⚫ Streamlined branch operations and customer onboarding of 100+ accounts, achieving 95% satisfaction while ensuring compliance and operational accuracy.

Skills

Interpersonal: Communication, Team Collaboration, Relationship Building
90%
Leadership: Project Management, Operational Strategy, Stakeholder Engagement
94%
Business & Analytic: Forecasting, Budgeting, Risk Management, Financial Modeling, Data Visualization
93%
Tools & Software: Salesforce, SAP, QuickBooks,
91%

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