Lavitha Dsouza
Sr. Business Development Executive
Mangalore,karnataka
Summary
Business Development leader skilled in growing sales and improving stakeholder relations. Strategically-minded in capturing new business and leveraging dynamic market opportunities. Accomplished in exceeding targets with results-driven approach. Innovative program management, strategic planning and team leadership skills. Successful team builder with exceptional communication abilities.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
7
7
Certifications
Work History
Business Relationship Manager
Axis Bank
Mangalore, karnataka
04.2024 - Current
- Managed a portfolio of key accounts, ensuring consistent revenue generation and account retention.
- Utilized advanced financial analysis techniques to accurately assess client needs.
- Evaluated client feedback data to develop targeted strategies for improving customer experience.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved company-defined sales quotas.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Business Development Executive
Great Learning
Bangalore
11.2022 - 08.2023
- Responsible for creating and developing new revenue streams on existing accounts, while meeting and exceeding revenue targets set per Segment/ Product.
- Maintain customers profile report, follow up on leads, research and recommend prospects for new business opportunities.
- Stay updated and pivot business plans in tandem with current trends and competition activity to identify improvements and recommend new products
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Sr. Business Development Executive
Upgrad KnowledgeHut
Bangalore
05.2022 - 11.2022
- Mentored students, offering advice and support on topic selection, appropriateness and academic value.
- Answered student inquiries and resolved problems related to curriculum and course prerequisites.
- Consulted with students to advise on topic selection, appropriateness and academic value.
- Mentored students, offering advice and support on topic selection, appropriateness and academic value.
- Provided support and assistance to curriculum development professionals
- Mentored and advised students to focus on academics and explore career paths and opportunities.
Sr. Business Development Manager
Freight Care Logistics LLC
Dubai
11.2020 - 12.2021
- Evaluating the client and submitting the feedback-form along with the credit Application to the team-
manager for approval of credit as required by clients.
Follow up with sales coordinators on timely submission of quote, invoices and monitoring collection
of payments from credit clients
Making accurate, rapid cost calculations, and providing the selling rates to the coordinator to
forward the quote to the clients. Collect and analyse information and prepare data and sales reports
Assistant Manager
HDFC Bank ltd
Mangalore
10.2019 - 10.2020
- Meeting and building relationship with prospective high net-worth clients on daily basis with the aim of building and expanding on a substantial portfolio of local and NRI customers for the branch.
- Handling telephonic interactions and undertaking upselling of specialist banking products while providing financial advice and tailor-made solutions on mutual funds, systematic investment plan (SIP), general insurance, health insurance, life insurance.
- Back-end operations: data processing, data accuracy, data analysis and document handling for a client.
Account Opening Officer -IBC
HSBC BANK
Bangalore
05.2017 - 10.2019
- I dentifying new streams for revenue growth.
Managing, analysing, interactions and improvising the relationship with clients.
Utilising the market information and personal network to develop marketing intelligence for
generating acquisitions.
Experienced in processing of KYC requirements for different constitutional mix.
Handling clients request and queries within the given TAT for enhanced client services.
Education
High School Diploma -
St Agnes College
Mangalore 04.2012 - 04.2014
Bachelor of Commerce - Commerce
St Agnes College
Mangalore 04.2014 - 04.2017
Skills
Business management and development
undefinedPersonal Information
Location : Mangalore
Date of Birth : 29/04/1997
Permanent Address : 1-43/2 Morning Star near S.N temple Maroli Mangalore 575005
Certification
HSBC Rising Star Award for Maximum account opening.
Timeline
Business Relationship Manager
Axis Bank
04.2024 - Current
Business Development Executive
Great Learning
11.2022 - 08.2023
Sr. Business Development Executive
Upgrad KnowledgeHut
05.2022 - 11.2022
IRDA ( Insurance Regulatory and Development Authority )
08-2021
NISM Certification ( National Institute of Securities Markets )
05-2021
Award of Excellence for achieving highest yearly investment target.
12-2020
Sr. Business Development Manager
Freight Care Logistics LLC
11.2020 - 12.2021
HDFC Super Achiever award for exceeding all sales criteria for products like Life insurance, Deposit account and Personal Loan.
10-2020
HDFC Award of Excellence for ExemplaryPerformance in Life insurance.
09-2020
Assistant Manager
HDFC Bank ltd
10.2019 - 10.2020
HSBC Star Performer for Highest Quality of account Opening.
05-2018
HSBC Rising Star Award for Maximum account opening.
10-2017
Account Opening Officer -IBC
HSBC BANK
05.2017 - 10.2019
Bachelor of Commerce - Commerce
St Agnes College
04.2014 - 04.2017
High School Diploma -
St Agnes College
04.2012 - 04.2014
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