Account Manager
New Horizon CLC
Total years of experience :12 years, 1 Months
• Develop high quality corporate clients by making cold calls, meeting management, training demonstrations, presentations, designing competent proposal and people management.
• Effectively managing the daily interactions with broad range of clients from various industries and furnishing with superior client service to improve client’s satisfaction.
• Cross sell various training program to existing accounts catering to the requirements of the client to increase the department revenue.
• Efficient utilization of CMS to manage follow-ups, creating orders, opportunities and maintaining Client details.
• Ensuring clients’ service requests are met in a timely manner resulting to effective deliverance of training.
• Conducting a consulting session with the client over the call, on-site or at the centre to understand the requirement of the business and catering to the needs.
• Developing a close working relationship with various internal departments to grab opportunities of cross selling to the potential clients.
• Receiving inbound inquiries, making outbound cold calls and email follow-ups to potential and existing customer database.
• Prepare quotations, and follow up the booking, coordinate with the administrative officer in proposal preparation to make sure that the IR/ CRV are in the right work cycle.
• Develop new ideas to create awareness about the organization and various training programs.
• Investigate and resolve customer problem with deliveries.
• Designing training plans for the corporate catering to their requirement and schedules.
• Proactively promoting various products and services on the social networking websites.
• Adapt and follow the organization sales system and abide by the Sales Absolutes and rules set by organization globally.
• Served at PORTIA™ as a support agent for Financial Institutional Clients based in US, UK, Middle East, Singapore & Hong Kong. Providing support to the wide array of clients via Sales Force Portal, Emails, WebEx, phone and On-site.
• Understanding the issues clients face in managing the financial instruments, fixed income analytics, equities, transactions, multi- currency transaction processing, corporation actions, fund accounting or quality reporting and replicating the issue if required and providing them with effective solution catering to the requirement of the client.
• Assisting clients in setting up Portfolios, Securities and Transaction processing as per the Bloomberg Trade Ticket and customizing report output as per the need.
• Helping clients in importing bulk data feeds like prices, transactions, currency rates, custodians and broker information etc into the Investment Application.
• While resolving issues using a consulting approach to the clients creating an awareness of various additional modules which can be utilized to benefit them in managing the assets.
• Manage the case resolution process for clients by following defined procedures and ensuring issues are resolved within target response times.
• Testing defects and enhancements from the previous versions on the latest version of Portia to check if the issues are fixed and developed effectively.
• Advising clients on the latest release of Portia version and updating the top management on the feedback and betterment of the product.
• Responsible to support On-site Consultants during upgrading process for various financial modules.
• Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client’s enquiry.
• Effectively utilizing SQL Server to resolve complex issues that are not identified at the GUI.
• Training new Client Service Advisors on the functionality of the software.
• Interact with the internal departments to understand in-depth technical aspects of the application.
• Preparing training manuals by referring previous version manuals and testing on latest versions.
A professional management degree with a specialization in Finance and Banking. Completed dissertation in Mergers and Acquisition in Banking Industry.
A specialized course in Management which gives a detail understanding of business operations and management of organization. Completed project based on Financial Statement Analysis of Jammu & Kashmir Bank.