Senior Portfolio Manager
Squareyards consulting Pvt Ltd
Total years of experience :19 years, 6 Months
Selling of Residential property to retail customer as well as HNI customers.
Handling a team of 3 people who will be on field for face to face with customer for knowing the requirement.
Maintaining a good relationship with developers to maintain & also to do negotiation with regards to the pricing.
Meeting the potential customer & to get the requirement for searching the property in the preference location.
To provide one point solution between customer & developer.
•Resolving queries both internally and externally to resolve old cases which are Provisional Doubtful Debts.
•Understand the goals of the organisation and develop a clear vision of customer service & collection on timely basis through channel partner.
•Continually monitor and improve the overall performance of the mapped channel partner.
•Scrutinizing & Accounting of Credit & Debit notes for Customer and Intercompany.
•Handling all MIS reporting requirements for management and corporate.
•Analysis and setting customer credit limit as per corporate policy post financial analysis
• Managing day to day processing of accounts receivable and payable using QuickBooks, producing reports as requested.
• Reconciling monthly activity, generating year-end reports.
• Ensure that Accounting Department requests are resolved and communicated in a timely manner to internal and external parties.
• Develop long-range forecasts and maintain long-range financial plans.
• Resolving customer’s issues wrt to billing like wrong charges, bills generated without implementation of links.
• Provide regular market Intelligence through competition tracking and market analysis
• Internal Co-Ordination between all departments across Pan India for pending issue of customers.
• Overall Intention Is to Achieve 100% Customer satisfaction & Solving Customer Query/Complaint In First Attempt Only.
• The big ticket accounts handled by me for service delivery are named corporate such as Dr.Batra, Gunnebo, Dow
Corning, Cinemax, HindustanConstruction, Global One etc
• Developing business through downloading various new offers to the existing mapped corporate.Provide a single point interface for Tulip product and service offerings.
Job Profile
•Broadly responsible for Corporate Collections (YTD Tgt - 99%) and service & up-selling of product
•Provide a single point interface for RCOM product and service offerings.
•Reduction of Corporate cost to company
•Monitoring Bad debts within AOP i.e. below YTD 1.5%
•Building relationships with corporate key Decision Makers.
•Strategize to increase business volumes/product usage.
•Resolving customer issues pertaining to cases having debtors ageing more than 60 days
•Reconciliation of customer’s accounts with Accounts team / Commercial Team wrt Ageing, Collection, Adjustments etc
Job Profile
•Was handling telecalling agency from where Welcome call/FB/SB calls were made by telecallers to the corporate SME clients.
•Designed and Developed the Company’s Customer Relationship Management system used for
•Monitoring the performance of team member.
•Profiling of Subscriber’s and Subscriber segmentation.
•Penetration of value added services in customer base.
•Developed a new direct and indirect employee evaluation program based on retention and acquisitions.
•Managed a team of forty members responsible for resolving customer disputes and queries.
•Ensuring resolution with in specified TAT.
•Analyzed and evaluated calls of executives for consistency in call quality
Completed B.COM from Mumbai University in 1997 with a main subject of Accountancy