Client Services Manager
Step America
Total years of experience :11 years, 1 Months
• Provide consultation in the U.S. immigration process, specifically for EB-5 investment based immigration
• Provide consular interview guidelines and prepare clients for the U.S. immigrant visa interview
• Conduct a thorough client Source of Funds Review (due diligence) and compile a complete legal documented case to submit to Attorney(s) and USCIS
• Provide Overview of Regional Center projects that lead to the U.S. immigration path, as well as related documentation
• Initiate and maintain client files, including contracts, agreements, legal drafts
• Ensure effective communication as the main liaison between client and stakeholders, including USCIS, Regional Center and Attorney(s)
Volunteer Projects
• Automated sales lead generation, sales follow up and client management through Zoho CRM (similar to salesforce.com) that improved office operations by automating sales lead client correspondence, record tracking and, client communications
• Implemented client account invoicing as well as general expense tracking through Zoho Books
• Advised on operational procedures to increase efficiency and process outcome
• Single handedly planned and implemented a digital marketing campaign to attract participants for a seminar
• Independently organized 2 information seminars in Pakistan, also served as speaker and spokesman for the firm
Successfully carried out administration, documentation, and communication with internal and external stakeholders. Also undertook the following tasks voluntarily:
• Streamlined workflow through Business Process Reengineering to increase process efficiency and project outcomes; Implemented corporate best practices to bring international standardization of workflow for the division
• Managed client accounts and created a Microsoft Access based CRM to streamline client account data
• Managed cross-functional market research projects using multiple teams from start to finish
• Created market analysis and insight reports using GfK Enterprise Software, Microsoft Excel, and PowerPoint
• Conducted an employee skill analysis and devised and implemented an employee training and retention strategy resulting in improved morale and performance of personal
• Increased customer retention by providing excellent customer service to existing and potential customers approximately 30 calls per day; Carried out mail marketing campaigns using Microsoft Word and Excel that resulted in increased orders for the intended business period
• Developed and utilized tender renewal/expiry information system on Microsoft Access that resulted in an organized data system with a faster availability of up-to-date information to process orders
• Managed electronic and physical filing system of 100 + clients for administrative and accounting purposes
• Sales Management : Trained, developed and managed a professional sales team of 25+ people
• Distribution Management : Controlled inventory stock levels and implemented Unilever policies
• Human Resources: Was directly responsible for hiring and firing of sales team. In addition, I conducted their promotional evaluation and developed their payroll according to Unilever policy
• Key Account Management : Handled major beverage OOH accounts and developed new contact points for distributor sales
• Customer Relationship Management: Oversaw customer queries, complaints and issues. Undertook need assessment of various consumption points to enhance sales of OOH
• Market Knowledge: Understood market to enable back check of team progress and potential for new business
• Achieved 85% of the projected sales target for 2003 and increased group sales by 35% for 2004.
• Prepared a system analysis report for the Out-of-Home (OOH) business
Major : MIS and Bi Major: Marketing Major Courses in Marketing: Consumer Behavior, Brand Management, Advertising, Major Courses in MIS: Knowledge Management, Enterprise Resource Planning, Business Process Re-engineering, eBusiness, System Analysis & Design General Business Management: Organizational Behavior, Business Communications, Human Resource Management, Marketing Management, Strategic Management