Relationship Officer
Dunia Finance
Total years of experience :12 years, 6 Months
● Find potential customers and acquire new customers
● Personal Loan - Salaried and Self Employed, Credit Cards.
● Established name recognition and generated sales through a combination of
Cold Calling and Phone Calling
● Provide timely feedback
● Good relationship with the team members and operations.
● Adhere to company policies, procedures and business ethic codes and ensure that they are communicated and implemented within the team.
with the clients for requirements and maintain good rapport.
To identify client needs, understand them and source quality products with quick turnaround time.
Negotiate the rate, schedule & coordinate calls with the Client.
Coordinate with the legal team to complete relevant documentation.
Domain - Finance
In this company is an inevitable choice for clients looking for a source for high quality electrical equipment and components.
Responsibilities:
Implemented risk management standards and followed compliance protocol
Prepared and executed Project Plan using MS Project
Facilitated project meetings and produced meeting minutes
Acted as a liaison between third party service providers and end-users
Redeemed responsibilities to ensure completion of high-quality deliverables in a timely manner
Mentored junior team members
Involved in business analysis of the existing tools and configuring new feature set up. Produced the key deliverables by understanding the Application design &performing Gap Analysis
Conducted user interviews, gathered requirements, analyzed, and documented Business requirements based on the analysis
Refined the Purchase-to-Pay processes and built a replenishment model for the Sourcing team
Refined Sales & Operational Planning process to have more efficient purchase orderings and less backorders
Designed sales forecasting tool which involved data analysis and Master Data management
Designed dashboard for decision making processes based on past sales trend and market research analysis
Created business requirements document. Extracted, discussed, and refined business requirements from business users and team members
Assisted the testing team in developing the Test plans for quality assurance based on functional requirements
Performed User Acceptance Testing (UAT) for various web based and database related applications
Involved in Data mapping, logical data modeling; and used SQL queries to filter data within the Oracle database
Coordinated with Finance team to design and implement the Franchise Freight Reconciliation report generation process
Verified the Business Scenarios on new builds to allow extended testing by the QA team
Environment: Microsoft Dynamic Navision
Supply Chain Management Marketing Strategic Information system and Information Technology Human Resource Management Financial Accounting
Data Structures, Managment Information System, java and C++
Accounts, Financial Accounts, Economics, Commerce, Tax Accounts and Management Accounts.