Associate
Teletech
Total years of experience :9 years, 6 Months
a) Checking if the tax forms like W8 and W9 are on file.
b) Providing updates on the various employee stock plans like restrictive stocks, Options and Employee Stock Purchase Program.
c) Updating the mode of payment from the sales proceeds of stock.
d) Clearing the money movement alerts once verified.
e) Shares sales modeling and providing with the sales proceeds detail, fees and taxes.
f) Providing website navigation for clients who want to access there stocks online and check the value..
g) Verification of accounts, enabling the account and resetting password.
h) Verification as per Lexis Nexus.
i) Providing information of 1099B tax form.
j) Providing the backup withholding details of tax.
k) Providing information regarding the tax relief agreements between the company and the IRS.
Recommending the right Dell computer for the customer depending upon their needs.
b ) Taking in chats for Dell system sales
c) Ensuring that by satisfying customers concern to get positive CSAT.
d) Processing the sales order from customers while taking chat with them,
e) Ensuring that there is positive margin in the systems sold.
f) To create customer’s profile in database and updating it.
g) Send quotations to customers for the system suitable for them.
h) Up selling of productivity and utility software along with computer peripherals and various service packages.
i) Coordinating with the Dell Financial Services for customers seeking to get system finances.
j) Updating customers upon different Financing options available.
a) Ensure all components of the branch sales model function as per design
b) Recruitment of executives
c) Giving the initial training to the staff about products.
d) Branch Merchandising & co-ordination with Marketing at product level
e) Complaints Handling
f) Review Suspense & Dummy accounts
g) Ensure compliance with Banking rules, Regulations & Procedures
h) Periodic review of progress vs. objectives
i) Ensure clarity of Business objectives among staff
j) Lead a result oriented team and is responsible for managing the Branch Profitability, ensuring high quality
k) Service and Customer Relationship Management
l) Review Branch Operations reports
m) Review vault register
n) Own all branch-banking objectives and overall branch supervision
December 2007 to April 2012
Organization - Axis Capital Ltd (Previous known as Axis Securities & Sales Ltd)
Designation - Senior Branch Manager (Business Operations)
Job Responsibilities
a) Ensuring adherence to Company's Policies, Procedures, Standards and Compliance.
b) Ensuring that there is no variance in following compliance and all the compliance reports are updated regularly and sent to corporate office before the due date.
c) Scrutinizing all the mortgage files before it's logged into the system.
d) Ensuring the desired productivity per employees is maintained across all the products.
e) Recruiting candidates for different profile from Document Executives to Senior Team Leaders.
f) Completing Induction Training, In House Sales Skills Training and Product Training for the newly recruited candidates.
g) To ensure the manpower budget for different departments like Home loan, Vehicle loan, Personal Loan, SME, Online Trading, Collection, Merchant Acquiring and Operations are fulfilled at given time line.
h) Conducting appraisal according to the Performance Management System for the sales and operations team in coordination with the Retail Asset Department of Axis Bank.
i) Ensuring that attrition rate is kept below ten percent for all departments.
j) Coordinating with the Retail Asset Center and the SME department for the disbursement of the logged files.
k) Ensuring proper disciplinary action is taken against the employees found involved in malpractices.
l) Managing branch as a profit center.
m) Taking initiatives for cost control measures.
n) To process the Full & Final Settlement of the resigned employees and that relieving letter is given
Achievement:-
a) Best Branch Manager for the quarter ending FY 09 - 10
b) Best Branch of the quarter ending FY 09 - 10
c) Promoted to Senior Branch Manager from Branch Manager in April 10.
March 2007 to June 2007
Organization - Tata AIG Life Insurance
Designation - Relationship Manager - Alternate Channel
Job Responsibilities
a) To maintain good relationship with the corporate agents and brokers
b) To conduct different lead generation activities with the corporate agents and brokers.
c) To generate business through the corporate agents and brokers and to motivate them for higher revenue on month on month basis.
d) To appoint new corporate agents and to arrange training for them.
e) To manage a team of Field Sales Officers who are attached with Punjab National Bank and to help them close leads acquired from PNB, and to maintain a good relationship with the PNB branch managers and chief managers.
October 2005 to Feb 2007
Organization - Kotak Financial Planning Group (A part of Kotak Securities)
Designation - Relationship Manager
Job Responsibilities
a) To explore the market for Portfolio Management Services and other financial instruments for Corporate and HNI.
b) To conduct investors meet along with the fund manager to create awareness in the market regarding Portfolio management services
c) Giving advice to client regarding investment depending upon his risk profile and the market condition.
d) To acquire HNI investors and to do financial planning for them.
e) To give presentations on various portfolios and other financial services provided by Kotak Financial Planning Group
f) To handle the queries of existing customers and keep them updated about their portfolio performance on a regular basis.
Degree/ Certificate Institute/ University Year of Passing MBA (Marketing & Finance) ICFAI Business School, Hyderabad 2005
B.Com. (Hons) P. K. Roy Memorial college, Vinoba Bhave University 2002