Business Development Customer Service

SUMMARY OF QUALIFICATIONS

Business Management Graduate from the Prestigious Bond University, Australia; Management professional with over 25 years of experience in spearheading activities related to Sales (B2B/ B2C) & Marketing, Business Development, Team Management & Leadership.

Provided strategic and thought leadership; designed and implemented marketing solutions that made a positive impact across lives of Hundreds of clients.

Excellence in conceptualizing and executing innovative promotions to enhance brand visibility and conduct feasibility/ profitability analysis in coordination with the marketing team and external agencies

Track record in enhancing market share

excellent communication, interpersonal and organizational skills

proficient in Microsoft office suit, CRM and SAP (Sales and Distribution)

Collaborated with sales, marketing and other key stakeholders to understand customer insights and executed customer centric market/ sell plans and programs, which increased the sales & margin growth.

WORK EXPERIENC

CONSULTANT (Sales and Marketing) INFOLLION RESEARCH (INDIA) FREELANCE MANAGEMENT CONSULTANCY NOV’21—MAR’25

Provide overall business and marketing solutions to small and medium size enterprises

Conduct training program for new recruits of various corporate clients.

Provide professional advice on different financial products to corporate employees

Formulate business development and marketing strategies for Indian startups

RETAIL BANKING OFFICER- OUTBOUND SALES ….. SCOTIA BANK Sept’19-tAugu’ 21

Make outbound customer calls to promote and sell Lines of Credit and Credit Cards

Create, maintain and update database of customers with complete info

Consolidate existing customer base while building new customer base.

Record outbound call history and customers response in detail.

Ensure customer follow-up all the time.

Send or email product literature, brochures, catalogs and other campaign material.

Monitor competitors’ products or services and create selling strategies for own products or services.

Handle customer needs and requirements.

Respond to customer inquiries and resolve.

Refer customers’ needs or inquiries to appropriate departments.

Assist and support sales, marketing or other departments in handling customer requests and needs.

Customer Services Representative Horizon (Rogers Wireless-Inbound Billing and Sales) Sept’18—April’19

Intake customer inquiries for monthly billing, order status, and general questions

Review customer orders to confirm that devices, accessories, quantities, price and any special contract instructions are understood

Maintain complete and accurate case notes

Issue quotes for different devices, standard pricing and terms and conditions and other offers

Handle inbound, unsolicited prospect calls and convert them into sales

Assist in scheduling delivery and pick-up of equipment with customers

Communicate customer Order Confirmations and following up upon delivery

Record and update database CRM details for every inquiry

Maintaining contract files and customer correspondence

Financial Advisor (Insurance &Investments) IMARG Financial

Aug2011-Dec2016

Approaches current and potential clients by utilizing mailings and phone solicitation; making presentations to individual clients for their investments and protection needs.

Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.

Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation in terms of (Life, Disability, Critical Illness,,Long Term Care, Health, Group) Insurance, Investments (RRSP,RESP,Mutual Funds,Annuities etc.)

Obtains underwriting approval by completing application for coverage.

Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.

Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications

Sales Manager Foresters Financial 2003 – 2011

Managed a team of 12 Financial Services Representatives, customer relationships, including assuring customer retention, satisfaction and improving value to customers of my entire team

Participated in local communities to create awareness about Foresters Financial

Specialized in generating sales in investments including RRSP, RESP, GICs, mutual funds and various insurance products.

Insurance Advisor, RBC Insurance Company & Sun Life Financial (Canada Inc.) 2002 – 2003

Generated new insurance and investment business

Achieved monthly sales targets and quarterly deadlines

Maintained accurate records, conducted timely reporting and stayed abreast with market and industry trends

Call Centre Representative, Vox Data,(Canada) 2001-2002

Activating Visa card for RBC Visa card holders

Upselling financial products

Data collection

Providing Customer Service regarding Visa card queries

Making outbound calls to existing customers and upselling financial products

Meeting regular sales targets

EDUCATION & TRAINING

Masters of International Management Bond University, Australia

Business Management (Marketing) Post Graduate Diploma, TIMS, India

Bachelor of Commerce, University of Calcutta

SAP Sales and Distribution Certification from IIBS,Canada

References Available Upon Request

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