Customer Service Sales

C URR ICULU M V ITAE

SAURAB H SR IVASTAVA A-***, ASHA

APARTMENT

HOTEL GOPAL PLAZA, RAILWAY ROAD

BAJARAI, GHAZIABAD, U.P

# 931******* / 991*******

E-mail: a ************.**********@*****.***

A Postgraduate with 12 years of experiences in CRM sales support functions and

Operation, Backend with Real Estate Company, Asset Management Company, and

leading bank, NBFC.

Ambitious, dedicated & disciplined personality coupled with strong foundations of

B usiness Management, utilizes a pro-active approach to overcome hurdles and

i mplementing quality delivery of services to the esteemed clients.

A compassionate leader, mentor and friend who encourages the team on both personal

and professional grounds to be successful. Consensus builder, who encourages open and

f rank dialogue, engages multiple stakeholders in consistently achieving the results.

S U M MARY OF SK I L LS

Assuring an excellent delivery of services to the customers, Management Information

S kills, Direct customer handling experience, quick and aggressive learner, banking

awareness, strong analytical and organizational abili ties combined with the so-far

experience to plan and implement novel ideas.

CAREER H I G H L I G H TS / EXPER I ENCE

PEEKAY I N F RATEC H P VT. LTD.

D esignation : CR M & Operation M anager

P eriod : Nov 2014 – till the date

Location : Noida, U P

An organization located in Ghaziabad near GDA Office, primarily engaged in selling

Commercial and residential properties in Noida, Greater Noida and Yamuna Express

way. As a broking fi rm estate conglomerate since last 4 years, i t has made an extensive

p resence over Northern & Western parts of India like Delhi / NCR, Dehradun,

Chandigarh, Bhiwadi, Mumbai, Alwar etc.

So far, as an underwri ter, the company has successfully marketed various projects of

BPTP, OMAXE, UN ITECH, SRS, UPPAL’S, ANSAL’S, SPIRETECH etc.

Work P rofile-

• Sales support to Channel network and lead generate with and attending to all

calls recording highlighted by sales team. Attending to walk in investors /

d istributors and telephone calls for all their queries / complaints

• Providing operational services to Dist ributors & Investors. Giving assistance to

walk-ins & convincing them for an Investment.

• Administration: Handling the daily Post sales activity, Business Buyer

A greement, Loan documentation for property for banks, Assured Returns, other

letters of communications, Bills and Credit notes etc.

• Follow-up with clients, Channel Partners for t imely payment. Handling the

Documentation process, Cancellations, Refunds and Transfers.

• Constant follow up with Builders for all the unattended escalations, exceptions, &

corporate documents.

MA D HYA M BU I L D T EC H PR IVATE L I M I T E D

Designation : CR M Backend Manager -Post-Sales Support -

Period : July 2013 – Oct 2014

Location : Noida, U P

A n organization located in Faridabad, primarily engaged in buying, selling, renting,

leasing, & financing of commercial and residential properties in India. As a real estate

conglomerate since last 7-8 years, i t has made an extensive presence over Northern &

Western parts of India like Delhi / NCR, Dehradun, Chandigarh, Bhiwadi, Mumbai,

A lwar etc.

So far, as an underwri ter, the company has successfully marketed various projects of

BPTP, OMAXE, UN ITECH, SRS, UPPAL’S, ANSAL’S, SPIRETECH etc. As a developer,

t he company has residential projects in Ka rjat – Maharashtra & Alwar – Rajasthan.

Work P rofile-

• Sales support from lead generate with CRM software and attending to all calls

recording highlighted by sales team and vendor verification.

• Administration: Handling the daily Post sales activity, Business Buyer

A greement, Loan documentation for property for banks, Assured Returns, other

letters of communications, Bills and Credit notes etc.

• Follow-up with clients, Channel Partners for t imely payment. Handling the

Documentation process, Cancellations, Refunds and Transfers.

• Providing operational services to Dist ributors & Investors. Giving assistance to

walk-ins & convincing them for an Investment.

• Queries: Review of all daily Process Report for all pending commercial as well as

Retail, collection of replacement forms etc. Constant follow up with Builders for

a ll the unattended escalations, exceptions, & corporate documents.

F RANKL I N TE M P L E TON ASSET MA NAGE ME N T ( I N D IA) PR IVATE L I M I T E D

Designation : Senior Customer Service Executive

Period : August 2005 – June 2013

Location : New Delhi

A multinational concern primarily located at San Mateo, United States, is a leader in

F und Management for capital markets. The company manages Investment portfolios of

leading national and international companies in Indian capital market thereby fetching

additional benefit from the market. The company also acts as fund advisors for leading

m ultinational banks and financial institutions.

Work Profile

• Operational: Reporting of all commercial and non-commercial t ransactions

i ncluding H igh value purchases and redemption in liquid schemes & equity

schemes. Seamless reporting of all t ransactions and subsequent follow up with

t he registrars.

• Attending to walk in investors / distributors and telephone calls for all their

queries / complaints.

• Customer service and sales support: Providing sales support to RM’s (Retail

B anking & Institutional Clients). Attending to all cases highlighted by the sales

i .e. all exceptional t ransactions, grievances etc.

• Providing operational services to Dist ributors and Investors. Giving assistance to

walk-ins. convincing the Walk-ins for investment.

• Queries: Review of all daily process report for all pending commercial and non-

commercial t ransactions, collection of replacement forms etc. Also follow ups for

a ll the pending Escalations, Exceptions and corporate documents.

• Attending to all internal and external customers proactively and efficiently. Not

letting the investor go back unsatisfactorily. Relationships build up with

Retention clients and extensive cross selling.

• Administration: Handling daily dispatches includes, redemption cheques,

d ividend warrants, account statements, communication letters, Bill dispatching

to HO.

KARVY CONSULTAN TS LTD

Designation : Branch Executive

Period : Februa ry 2004 – July 2005

Location : Fa r idabad, H a ryana

An Indian NBFC based at Hyderabad, engaged as a registrar for national and

i nternational companies. Leader in public share t rading, Mutual funds, and work as

f inance advisory consultant for different banking and finance sectors.

Work Profile

• Direct co-ordination with AMC for t ransaction related query.

• Preparation and implementation of De-mat and Trading Accounts.

• Distributor query – product t raining and commission and redemption cheques.

• Solve investor query pertaining to account statement and handled NCT

t ransactions.

• Formulation and familiarizing the customer for the best segment of mutual funds.

• Formulation and familiarizing the customer for the best return of Investments.

• Arranging product marketing stationary for sales person and brokers.

• M IS handling, Investment consultancy.

I N D US I N D BANK

Designation : Branch Sales Executive

Period : December 2002 – Jan 2004

Location : Lucknow, U P

A leading Indian private sector bank, part of H induja Groups. Deals with core banking

l ike Savings, Deposits, Insurance, Retail assets & Liabilities etc.

Work Profile

• Solving customer queries and opening of deposit accounts.

• Mobilization of deposits through references and existing customer of the bank.

• Giving complete knowledge of various products of the bank to the customers and

selling them the r ight matching product as per their need.

• Have been instrumental in developing strong customer relations and resulting in

addition of fresh accounts & generation of leads th rough existing customer base.

• Cross selling.

• Managing back office operations like daily reporting, M IS etc.

C REDE N T IALS

MBA from G yan I nstitute of Management and Technology, Lucknow (An AICTE

approved institu te, affiliated to UP Technical University, Lucknow)

Bachelor of Commerce from Lucknow University.

In termediate with commerce stream from UP board

H igh school with commerce stream from UP board

Excellent knowledge of computers like OS, Windows, MS - Office, In ternet applications

etc.

OTHERS:

• Summer t raining with Carrier Air-Con L imited in Kanpur on ‘ Comparative

S tudy between Ca r r ier Air Conditioners and other Air Conditioners in

K anpur city .

• Undertook a project ti t led ‘Computational comparison of P r ivatized and

N ationalized Banks’.

• Undertook a project ti t led ‘Consumer perception towards T wo –Wheelers’.

P ERSONAL PROF I L E

FATHER’S NAME

Sh. Sushil Kumar Srivastava

LANGUAGES KNOWN

H indi & English

DATE OF BIRTH

December 4th, 1977

MARITAL STATUS

Mar r ied

HOBBIES

Travelling and Photography

Thanks and Regards

Saurabh Srivastava

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