Poonam Advani
Mira Road
Summary
Highly accomplished professional with a strong background in leadership and team management. Consistently drives results and fosters team collaboration. Expertise in strategic planning, problem-solving, and adapting to dynamic environments. Renowned for reliability, effective communication, and delivering high-quality outcomes. Innovative and goal-oriented management professional committed to excelling in expertise. Dedicated team player skilled at mediation and conflict resolution. Actively contributes to company growth through decisive actions that propel success.
Overview
8
8
years of professional experience
Work History
Assistant manager
Axis Bank
06.2024 - 09.2024
- Managing credit cards and customer account information
- Helping clients with their credit card status and associated rewards & incentives
- Cross-sell additional financial goods, such as home and personal loans
Relationship Officer
Citi Bank
08.2023 - 02.2024
- Generating leads by doing cold calling and calling references to achieve the daily sales target
- Building relationships with the clients before scheduling the appointments and ensuring the meeting is closed with a positive response
- Providing end-to-end product knowledge to the customers also ensures that they have understood the terms & conditions and offers provided by the bank
- Achieving sales targets monthly and enhancing the customer network to achieve the business beyond the target level
- Proactively identify sales prospects and conduct business development activities
Business Process Associate
Tata Consultancy Services
03.2022 - 11.2022
- Worked on the project, which helped the customers with proper guidance in navigation from source (TCS) to destination abiding by the rules of different countries
- Professionally processed customer pensions claim and determine solutions for the customer's claim
- Handling escalation emails and responding to queries within the TAT through website chat box and emails
- Gave weekly and monthly reports to upper management via Excel, regarding status of accounts and possible issues
Verification Specialist
Sterling Information Resources Pvt Ltd
07.2021 - 03.2022
- Verifying applications of US employers (candidate verification) using computer programs such as Excel spreadsheets and databases
- Communicating with customers to ensure they understand the process and are satisfied with their experience
- Conducting candidate verification and coordinating with internal departments to ensure that all documentation is complete and accurate
- Follow-up on call or through email with the concerned HR (client company) for verification closure
Customer Service Representative
Epicenter Technologies Private Limited
11.2020 - 07.2021
- Handled incoming calls from US and Canadian customer and assisted them to pay their credit card bill and provide information regarding their account.
- Handled and maintained soft collection for more than 150+ companies around the world.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Accounts Associate (Self Employed)
V. R&Sons Pvt Ltd
08.2016 - 09.2020
- Maintain detailed and accurate financial records to ensure transparency and accuracy in financial transactions
- Ensured compliance with regulatory standards by meticulously documenting all financial activities and adhering to legal requirements
- Demonstrated organizational expertise by developing efficient filing systems and managing databases for easy retrieval of information, enhancing overall operational efficiency
- Prepared for audits by facilitating smooth processes, showcasing transparency, and ensuring accountability through comprehensive record-keeping practices
Education
Bachelor's - Accounting and Finance
University of Mumbai
01.2016
Skills
- Business Development
- Sales and Marketing
- Relationship Management
- Customer Service
- Direct & Indirect Sales
- Microsoft Office
Languages
English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant manager
Axis Bank
06.2024 - 09.2024
Relationship Officer
Citi Bank
08.2023 - 02.2024
Business Process Associate
Tata Consultancy Services
03.2022 - 11.2022
Verification Specialist
Sterling Information Resources Pvt Ltd
07.2021 - 03.2022
Customer Service Representative
Epicenter Technologies Private Limited
11.2020 - 07.2021
Accounts Associate (Self Employed)
V. R&Sons Pvt Ltd
08.2016 - 09.2020
Bachelor's - Accounting and Finance
University of Mumbai
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