KAMALAKANNAN V

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• Gadhe Bala PruthviGadhe Bala Pruthvi

  <ul> <li>Currently working with Himalaya Wellness Company as a commercial officer NMT.</li> <li>Handling the order processing of modern trade, CNC business in South.</li> <li>Coordinate with ASM, KAM, and ZLC for proper rate, GST, and scheme updating of material in the system, and update the new EAN/SKU in the buyer master.</li> <li>Coordinating with buyers for various amendments in the PO through mail, portal, and telephone.</li> <li>Maintaining and updating the various master files for smooth and error-free work.</li> <li>Guide and train the subordinates for proper workflow.</li> <li>Update various chain masters, and provide them to the customer for updates in their system to avoid mismatches in POs.</li> <li>Coordinated with vendors to ensure timely delivery of products.</li> <li>Supported sales teams with product information and training resources.</li> <li>Coordinated activities across different departments to meet deadlines efficiently.</li> <li>Generate and analyze reports as per the KAM's requirements.</li> <li>Analyzing the Fill Report to minimize the mistakes and plan for the same.</li> <li>Analyze the SRN report to understand issues, and take corrective actions to minimize the sales loss. Also, provide the remarks to senior management for further SRN approvals.</li> <li>Coordinating with depots for physical stock status, smooth flow of order processing as per the dispatch schedules, and resolving the queries regarding the same.</li> <li>Resolving the queries of the sales team related to the order processing.</li> <li><br></li> <li>Resolved any disputes between customers and suppliers in an efficient manner.</li> <li>Analyzed data to identify areas where cost savings could be made within the supply chain process.</li> <li>Maintained positive working relationship with fellow staff and management.</li> <li>Identified needs of customers promptly and efficiently.</li> </ul> at HIMALAYA WELLNESS COMPANY<ul> <li>Currently working with Himalaya Wellness Company as a commercial officer NMT.</li> <li>Handling the order processing of modern trade, CNC business in South.</li> <li>Coordinate with ASM, KAM, and ZLC for proper rate, GST, and scheme updating of material in the system, and update the new EAN/SKU in the buyer master.</li> <li>Coordinating with buyers for various amendments in the PO through mail, portal, and telephone.</li> <li>Maintaining and updating the various master files for smooth and error-free work.</li> <li>Guide and train the subordinates for proper workflow.</li> <li>Update various chain masters, and provide them to the customer for updates in their system to avoid mismatches in POs.</li> <li>Coordinated with vendors to ensure timely delivery of products.</li> <li>Supported sales teams with product information and training resources.</li> <li>Coordinated activities across different departments to meet deadlines efficiently.</li> <li>Generate and analyze reports as per the KAM's requirements.</li> <li>Analyzing the Fill Report to minimize the mistakes and plan for the same.</li> <li>Analyze the SRN report to understand issues, and take corrective actions to minimize the sales loss. Also, provide the remarks to senior management for further SRN approvals.</li> <li>Coordinating with depots for physical stock status, smooth flow of order processing as per the dispatch schedules, and resolving the queries regarding the same.</li> <li>Resolving the queries of the sales team related to the order processing.</li> <li><br></li> <li>Resolved any disputes between customers and suppliers in an efficient manner.</li> <li>Analyzed data to identify areas where cost savings could be made within the supply chain process.</li> <li>Maintained positive working relationship with fellow staff and management.</li> <li>Identified needs of customers promptly and efficiently.</li> </ul> at HIMALAYA WELLNESS COMPANY

• Jeffrey StilesJeffrey Stiles

  <ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange

• Brad MitchellBrad Mitchell

  <ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA

• SARATH KUMAR CSARATH KUMAR C

  <ul><li>Address customer enquiries and complaints with professionalism, achieving a resolution rate of over 95%.</li><li>Process financial transactions including NEFT/RTGS, term deposits, loan disbursals, and gold loans in adherence to bank policies.</li><li>Promote digital banking services to customers, increasing branch efficiency and digital adoption.</li><li>Support clerical operations including data entry, documentation, and record updates in core banking systems.</li><li>Exceeded monthly cross-sell targets while ensuring customer service standards aligned with audit and compliance norms.</li></ul> at IDBI BANK LTD<ul><li>Address customer enquiries and complaints with professionalism, achieving a resolution rate of over 95%.</li><li>Process financial transactions including NEFT/RTGS, term deposits, loan disbursals, and gold loans in adherence to bank policies.</li><li>Promote digital banking services to customers, increasing branch efficiency and digital adoption.</li><li>Support clerical operations including data entry, documentation, and record updates in core banking systems.</li><li>Exceeded monthly cross-sell targets while ensuring customer service standards aligned with audit and compliance norms.</li></ul> at IDBI BANK LTD