Team Coaching, Sales & Business Development Leader

Smriti Shourie

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

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

************@*****.***

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

Business Development & Management

Key Account Management/Retention

Contract Negotiation Skills

Professional Experiences

Present Business Development officer/ Asst. Branch Manager Community Credit Union

– Dynamic role maintaining different areas- building business for Bank deposit Growth and maintaining a playbook from 500k to 1 million managing a portfolio for inside sales / retention and outside sales, managing and coaching branch team, operational excellence, business banking and commercial banking referrals, business lending / referrals treas. platform

08//21-2024 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.

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. 01/19 *Maternity Break

09/16 – 12/18 Sr.Financial Specialist/Banker 2 People’s United Bank, MA Acts in a dual role as FSR and Customer Service Representative 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. Monitor and suggest enhancements to the lending, service, and investment strategies to support CRA efforts.

Review and analyze the distribution of loan products, deposit products and service delivery mechanism.

Identifies and satisfies customer needs throughout the four cornerstones of investing, borrowing, SR.

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 strengthen 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, implemented 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 Bachelor’s in business administration 1997 - 2001

Skills and Certification:

Certificate course for Entrepreneurship and Business Development References Available on Request

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