Smriti Shourie

** ***** **** ****, *** #**, Burlington, MA

Ph. 781-***-****,

ad4d4e@r.postjobfree.com

As an intuitive and successful professional with twelve plus years of experience in customer facing roles in Sales and Marketing, Business Development, Sales Strategy, Planning and Performance management. I am innovative, results-driven, and highly motivated to join a reputed company to engage my skills, hard work and intelligence that will benefit the organization as well as my career path.

Professional Qualifications

Customer Service Quality Assurance *Key Account Management/Retention

Business Development & Management *Contract Negotiation Skills

*Proactively call customers to identify and close enterprise sales opportunities.

*Prospect for new customers in the assigned territory, close new sales for our products solutions.

*Articulate our company's product and business proposition to decision makers.

*Collaborate with technical marketing, product development, legal, and application engineering to set direction and assure proper service to our customers and prospects.

*Manage sales forecast and meet monthly and quarterly goals.

Professional Experiences

08//21- Present Relationship Banker/Business Development Cambridge Savings Bank, MA

A universal role as a Banker/ Financial specialist, providing consistent customer service and cross-selling different banking solutions/Investments/B2B Sales for the benefit of customers. Critical thinking skills, creativity, analytical ability with problem-solving skills.

Identifying customer needs by channelizing the different banking buckets of investing, borrowing, day to day banking and protection services. Undertaking Management responsibilities by delivering team coaching, best practices for business and development. consultant with over 10 years of experience, I maintain expertise with developing and executing communication foster change in management strategies that specifically cater to the requirements of large multinational clients.

01/19 *Maternity Break

09/16 – 12/18 Sr.Financial Specialist/Banker 2 People’s United Bank, MA

Acts in a dual role as Sr.FSR and Customer Service Specialist and is the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross selling a wide range of banking products, investment and registered as a state insurance employee offers Life and Health insurance to new and existing Customers. Using structured design thinking to lead workshops designed to identify client challenges and find solutions by developing new consulting services, solutions, and products that fulfill client demand.

Identifies and satisfies customer needs throughout the four cornerstones of investing, borrowing, day to day banking and protection services.

Worked on revenue growth through attaining or exceeding maintenance renewal revenue goals. Proactively contacted customers and explained the product and support benefits.

Participated in funnel meetings as well as planning and delivery of sections of the annual territory and account plans.

10/14 – 09/16 *Maternity Break

09/13 – 09/14 Financial Service Representative T.D Bank, Cambridge, MA

Responsible for developing, implementing, and administering all aspects of the Bank’s Community Reinvestment Act program.

Leadership in action: Credited in altering employee behaviors – transforming teams into highly charged and productive resources.

Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff.

Provides sound advice at every Customer interaction to create a positive Customer experience and ensure that the Customer’s financial needs are met.

Contributes to the ongoing improvement of the Customer Experience by leading, coaching, and modeling quality service at every Customer interaction.

08/12 – 09/13 Customer Service Representative Sovereign Bank, Wellesley, MA

Delivering excellent customer service and selling a full range of customized retail banking solutions to new customers as well as existing branch customers.

Preparing schematic programs and roadmaps to increase sales and further maintaining and analyzing the quarterly reports.

Responsible for contributing to the team’s overall success by meeting negotiated personal sales and sales activity goals.

Responsible for all in-branch Marketing initiatives and Promoted bank products and services to meet the financial needs of individuals and small business customers.

Created, developed, retained, and strengthened life-long relationships with the customers through identifying their needs and providing products and services that fit each segment of their lifestyle.

03/12 – 08/12 Senior Sales Development Consultant Bassett Furniture-Natick, MA

Provided clients with thorough product knowledge, customer service, and design expertise in the furniture industry covering all aspects of the sale.

Maintaining accurate sales records and preparing sales contracts, implementing all aspects of the sales training program to meet required sales goals, foster long term customer relations.

Consistently following through with prospective customers, current customer order statuses.

Develop and foster long-term and trusting relationships with the customers.

02/11 – 03/12 Project Manager - Inside Sales Specialist IKEA - Stoughton, MA

Solicited sales for residential kitchen using IKEA cabinets, countertops, appliances. Visited job site with homeowners, measuring and photographing the job site, finalized Kitchen design concepts, detailed job scope specifications for pricing and presented contracts to homeowners.

Develop plans and elevations for project renovations using AutoCAD and IKEA 20-20 software.

Education

Suffolk University Boston, USA

Advance Courses in Design 2008

Ape jay Institute of Design and Technology New Delhi, India

Bachelors in business administration 1997 - 2001

Skills and Certification:

Certificate course for Entrepreneurship and Business Development

References Available on Request

Contact this candidate