Senior Sales Coordinator
The Kanoo Group
Total years of experience :11 years, 8 Months
Handling Logistics and Sales Coordination for Industrial Tools & MRO Chemicals
• Handling enquiries from clients & preparing quotations as per the client’s requirement.
• Preparing Techno-commercial offers/ tenders and submiting them within the set deadline.
• Processing sales orders as per the SLA.
• Monitoring stock levels and raising Purchase Request for required material.
• Preparing costing sheet to derive the best profit outcome.
• Preparing Purchase Orders to be sent to the supplier with the agreed price & Terms and conditions.
• Co-ordinating with the supplier and the Logistics team to ensure timely delivery of material
• Issuing necessary shipping documents to customers such as TDS, MSDS, COC and providing the tracking information on shipment variances; Proforma Invoice, accounting discrepancies /credit notes
• Preparing invoices and Delivery Notes.
• Following up on pending payments and co-ordinate with Finance team.
• Providing Sales Reports, Sales Order Status and Stock Report for Sales Mangers
Handling sales support function for multi products (Liabilities, Credit cards, Personal Loans and Bancassurance).
Responsibilities
• Processing new applications & analyzing the documents submitted by Sales executives.
• Coordinating with sales executives on cases (Corrections/Pending/ Disbursed).
• Maintaining Daily, Weekly & Monthly MIS reports for PAN UAE.
• Filing/Record Keeping of Submissions.
• Preparing sales team's target lists as per Bank Standards.
• Updating Team Leaders for sales performance according to sales targets.
• Submission & Compilation of Approvals.
• Coordinating with the product team.
• Preparation of performance reports for team leaders, line manager and regional head.
• Client servicing (Arranging callbacks/Amendments or alterations/Check for Policy Lapse).
Daily/Weekly/Monthly Reports
• Agent & Team Wise Submission
• Target Vs. Achievement Report
• Product wise sales report
• Branch/region wise performance report
• Monthly Incentive reports
• Branch Referral reports
Administering reconciliations for Nostro and Suspense accounts in the Ulster Reconciliations Department (Ulster is a subsidiary bank owned by RBS)
Responsibilities:
• Ensuring that all statements and ledgers have been imported into Intellimatch (SunGard)
• Setting up new queries/groups in Intellimatch to facilitate reconciliation activity.
• Carrying out manual reconciliations based on the Query Matrix.
• Ensuring completion of all reconciliation activities within the specified deadline as per the agreed SLA.
• Handling manual and approved matching, department allocation and case tagging on Intellimatch.
• Preparing daily and weekly reports for the Business Heads; and sharing inputs for management reports with regard to outstanding entries, accounts that have crossed their agreed limits, entries that are outside ageing, entries that could possibly be a non receipt etc.
• Handling investigations through Intellitracs(Citrix).
• Assisting and resolving process related issues of team members.
Acted as an intermediary between LIC and its clients in the capability of business development, claims placement and claims broker. IRDA (Insurance Regulatory and Development Authority), India licensee
Responsibilities:
• Up-selling to existing clients; marketing and acquiring new clients.
• Building and maintaining ongoing relationships with clients by scheduling and attending meetings, giving presentations and ultimately understanding the nature of clients' businesses or lives.
• Foreseeing clients' insurance needs, such as policy renewals or amendments.
• Advising clients on whether, when and how they need to make a claim on their policies.
• Administrative tasks such as dealing with paperwork, correspondence, keeping detailed records.
• Ensuring insurance premiums are collected and accounts are processed in order.
• Obtaining underwriter’s approval by completing application for coverage.
• Meeting sales deadlines set by the manager.
• Maintaining optimum customer satisfaction.
This was a Masters Diploma in Accounting and Finance, some of the core modules were Financial Accounting, Management Accounting, Financial Management, Corporate Finance, Auditing and Strategic Management.
This was a Honours degree in Business Management, core modules covered were Finance, Marketing, Accounting, Entrepreneurship, MIS and Human Resource Management. While completing my education I had worked in a couple of part time jobs to gain exposure.