Highly skilled management professional with 7 years experiences in enterprise resource management, operational procedures, broker support, and strategic planning. Seek to refocus career as an Administration lead to effectively utilize academic credentials and proven expertise in data analysis, people management and operational leadership.
Business Process Management
Customer relationship management
Snap Financial Services, Toronto-Canada June, 2017- Dec, 2018
Performed quality assurance for bankers/lenders on the client accounts worth 17 MM every month, to determine bandwidth for future funding.
Effectively utilized skills on MS Office & Power BI to create board decks material for data analysis on funding, resource allocation, customization and arrears trend.
Lead a project involving cross-functional teams to migrate all client accounts from LOS to PBS ensuring accurate product creation per client, also ensuring testing and feedbacks from different departments.
Utilize Smart sheet skills to compile customer information for and shared with sales, Accounting and collection team.
Regulated excel formulated sheets to automate generation of letters, Notices and reports.
Delegated task and managed broker support team to successfully manage account customization, payment management, account duplication, notices, and funding.
Proficiently managed Insurance portfolio for accounting needs, based journal entry, write offs, cancellation, financial reps, warrants, and any other adjustments required to tally contracts.
Streamlined account statement generation process which reduced the processing time by 78%.
Effectively managed customer account reconciliation, Payments, Cheques, EFT and Other Modes.
Excellent payment recovery of accounts in arrears.
Utilized excellent communication skills to build a strong relationship with customers and contributed towards growth of customer satisfaction ratio.
Maintained strong cross functional relationship with teams to achieve excellent customer service and resolution of issues.
Developed amortization calculator utilizing excellent excel skills to calculate payment schedule for customers.
Senior Business Coordinator
L&T Realty, Mumbai-India
Efficiently managed clients associated with 2 major residential complexes with high-end amenities.
Diligently coordinated customer account reconciliation with major banks to ensure all purchase amounts and customer data is accurately updated.
Effectively managed relationship with various banks to process NOC, approvals and funding.
Planned and conducted brokers meet to provide an update on the upcoming projects and facilitated communication to ensure timely brokerage release.
Assisted in downright process mapping of complete CRM team, Managing and training team of ADHOC employees.
Reconciled daily data to evaluate trends and coordinated with various teams to ensure smooth possession.
Lead periodic update to database management system in compliance to real estate laws.
Coordinated generation and registration of property agreement and allotment documents.
Supervised transition of CRM team from site office to corporate, managing floor plans, office equipments, smooth transfer of files and ensuring connectivity avoiding any disruption to employees and ensuring business as usual.
Equitable service report generation in accordance with customer feedback calls.
Managed petty cash disbursal to relationship managers to organize client meets
Senior Business Associate
The Wadhwa Group, Mumbai-India
Lead and managed more than 800 residential units at various locations until possession by clients.
Utilized excellent communication skills to deliver initiatives involving multiple functional units such as brokers, finance department, banks, and sales department.
Efficiently worked in collaboration with recovery team to analyze any potential threats towards repayment of mortgage and executed measures to mitigate the threat.
Prepared excel formulated sheet to calculate rates, floor rise, floor area and total cost
Monitored payment schedule and prepared monthly financial reports for the executives.
Developed annual operating fund flows and investment projections and escalated risk to higher management.
Coordinated vendors for safe delivery of goods at site office and ensure safe storage.
Utilized strong verbal and oral communication skills to deal with the walk in clients and ensure best client experience.
Effectively utilized knowledge on ERP to update client records, payments and track transactions.
Analyzed market trends, performance data and SWOT of potential competitors to plan ahead for launch of strategic initiatives.
Generated monthly report of prospective clients and implemented administrative procedures with relationship managers to promote sales and maintain standards.
Master of Commerce (M.com), University of Mumbai, India Evaluated for Canadian equivalency by WES Canada
International Marketing, Organizational Behavior
Economics of global trade, Marketing Strategy, Human Resource Management
Post Graduate Diploma – Human Resource Management (PGDHRM), KC College of Management Studies, India
Industrial relations, Organizational Development
Business planning and forecasting, Personnel management
Bachelor of Commerce (B.com), University of Mumbai, India Evaluated for Canadian equivalency by WES Canada
Business Management, Business Communication
Economics, Export Marketing