To be recognized as a global professional and to remain customer centric and to contribute the best in order to achieve the mission and goals of the company.Experience in financial planning, analysis, and educating clients. Managed portfolios, built strong relationships with clients, and helped them drive profitable growth. Meticulous in strategic planning and consulting.
Overview
8
8
years of professional experience
Work History
<ul><li>Generating leads and convert them into valuable customers</li><li>Identify customer needs and recommend solutions that fit customer requirements the best</li><li>Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly</li><li>Making the customer aware of all the product information and the benefits which the company offers</li></ul>
ICICI PRUDENTIAL LIFE INSURANCE
Bangalore
04.2021 - 06.2024
Generating leads and convert them into valuable customers
Identify customer needs and recommend solutions that fit customer requirements the best
Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly
Making the customer aware of all the product information and the benefits which the company offers
<ul>
<li>As a business development associate, I am helping the company to boost growth and sales.</li>
<li>Conducting market research, developing business strategies, building client relationships, and identifying new business opportunities.</li>
<li>Created marketing materials to promote products and services.</li>
<li>Researched new markets to identify opportunities for growth.</li>
<li>Analyzed data from customer surveys to identify areas of improvement.</li>
<li>Prepared reports detailing sales performance, competitive analysis, and market trends.</li>
</ul>
Surebot Technologies Solutions
Bangalore
07.2019 - 05.2020
As a business development associate, I am helping the company to boost growth and sales.
Conducting market research, developing business strategies, building client relationships, and identifying new business opportunities.
Created marketing materials to promote products and services.
Researched new markets to identify opportunities for growth.
Analyzed data from customer surveys to identify areas of improvement.
Prepared reports detailing sales performance, competitive analysis, and market trends.
<ul>
<li>Oversee restaurant operations and ensure a smooth flow</li>
<li>Maintain a positive restaurant culture</li>
<li>Create work schedules that align with the restaurant's needs</li>
<li>Ensure proper compliance with restaurant hygiene regulations</li>
<li>Train new employees to help them meet the restaurant's expectations</li>
<li>Interact with diners and build positive rapport with different types of people</li>
</ul>
Wok & Grill
Bangalore
02.2016 - 01.2018
Oversee restaurant operations and ensure a smooth flow
Maintain a positive restaurant culture
Create work schedules that align with the restaurant's needs
Ensure proper compliance with restaurant hygiene regulations
Train new employees to help them meet the restaurant's expectations
Interact with diners and build positive rapport with different types of people
Education
BBM -
Bangalore
Bangalore
05.2017
Skills
Investment Management
Financial Advising
Ability to Work in a Team
Excellent Customer Service Skills
Strategic Negotiation Skills
Investment Management
Financial Advising
Ability to Work in a Team
Excellent Customer Service Skills
Strategic Negotiation Skills
Languages
English, Kannada, Tamil, Telugu, Hindi
Accomplishments
Awarded for best performance for the month of January 2021.
Awarded for best performance for the month of June 2021.
Award for outstanding performance Feb 2022.
Award of Excellence for the month of November 2022.
Certificate of Excellencefor the month January 2023.
Certificate for the best permonace for the month of July 2023.
Certificate for Top performer for the month of August 2023.
Certificate top performance for the month of June 2024.
Timeline
<ul><li>Generating leads and convert them into valuable customers</li><li>Identify customer needs and recommend solutions that fit customer requirements the best</li><li>Help in completing the procedure necessary for processing the purchase of the policy Keep in touch with customers to ensure that their policy service requests are managed properly</li><li>Making the customer aware of all the product information and the benefits which the company offers</li></ul>
ICICI PRUDENTIAL LIFE INSURANCE
04.2021 - 06.2024
<ul>
<li>As a business development associate, I am helping the company to boost growth and sales.</li>
<li>Conducting market research, developing business strategies, building client relationships, and identifying new business opportunities.</li>
<li>Created marketing materials to promote products and services.</li>
<li>Researched new markets to identify opportunities for growth.</li>
<li>Analyzed data from customer surveys to identify areas of improvement.</li>
<li>Prepared reports detailing sales performance, competitive analysis, and market trends.</li>
</ul>
Surebot Technologies Solutions
07.2019 - 05.2020
<ul>
<li>Oversee restaurant operations and ensure a smooth flow</li>
<li>Maintain a positive restaurant culture</li>
<li>Create work schedules that align with the restaurant's needs</li>
<li>Ensure proper compliance with restaurant hygiene regulations</li>
<li>Train new employees to help them meet the restaurant's expectations</li>
<li>Interact with diners and build positive rapport with different types of people</li>
</ul>
<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
<ul>
<li>Obey traffic laws and follow established traffic and transportation procedures.</li>
<li>Inspect and maintain vehicle supplies and equipment, such as gas, oil, water, tires, lights, or brakes, to ensure that vehicles are in proper working condition.</li>
<li>Present bills and receipts to collect payments for goods delivered or loaded.</li>
<li>Load and unload trucks, vans, or automobiles.</li>
<li>Listen to and resolve customers' complaints regarding products or services.</li>
<li>Inform regular customers of new products, services, and price changes.</li>
<li>Write customer orders and sales contracts according to company guidelines.</li>
<li>Safely operate trucks to deliver products.</li>
<li>Order, deliver and properly merchandise bread/Hispanic cakes/cookies/Takis chips</li>
<li>Sell in displays regularly.</li>
<li>Maintain DOT certifications and specifications.</li>
<li>Delivered products efficiently to designated routes within allocated timeframes.</li>
<li>Managed inventory levels to ensure timely replenishment of stock on trucks.</li>
</ul> at Bimbo Bakeries USA<ul>
<li>Obey traffic laws and follow established traffic and transportation procedures.</li>
<li>Inspect and maintain vehicle supplies and equipment, such as gas, oil, water, tires, lights, or brakes, to ensure that vehicles are in proper working condition.</li>
<li>Present bills and receipts to collect payments for goods delivered or loaded.</li>
<li>Load and unload trucks, vans, or automobiles.</li>
<li>Listen to and resolve customers' complaints regarding products or services.</li>
<li>Inform regular customers of new products, services, and price changes.</li>
<li>Write customer orders and sales contracts according to company guidelines.</li>
<li>Safely operate trucks to deliver products.</li>
<li>Order, deliver and properly merchandise bread/Hispanic cakes/cookies/Takis chips</li>
<li>Sell in displays regularly.</li>
<li>Maintain DOT certifications and specifications.</li>
<li>Delivered products efficiently to designated routes within allocated timeframes.</li>
<li>Managed inventory levels to ensure timely replenishment of stock on trucks.</li>
</ul> at Bimbo Bakeries USA
<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors<ul><li>Skilled Customer Service Representative supporting the SBA contract at Upslope Advisors, with a proven track record of resolving complex escalated inquiries, routing requests accurately, and delivering policy-compliant solutions while consistently exceeding performance metrics.</li><li>Respond to escalated customer inquiries via phone or email related to SBA programs (e.g., Disaster Loans, PPP, EIDL).</li><li>Assess customer requests and route them to the appropriate department or specialist based on the nature of the inquiry.</li><li>Analyze customer concerns and provide accurate, case-specific solutions in a timely and professional manner.</li><li>Interpret and explain SBA procedures and regulatory guidelines clearly to customers with varying levels of understanding.</li><li>Document all customer interactions thoroughly and accurately in the SBA’s case management system.</li><li>Escalate unresolved or highly complex issues to Tier 3 support or the appropriate technical teams.</li><li>Meet or exceed performance metrics, including first-call resolution, response time, and customer satisfaction.</li><li>Stay current on SBA policies and federal program changes through required training and regular internal updates.</li></ul> at Upslope Advisors
<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting<ul>
<li>Hours per week: 40.</li>
</ul>
<p><strong>Duties, Accomplishments, and Related Skills:</strong></p>
<ul>
<li>Supervise and coordinate daily administrative workflows for a team of 15 employees, ensuring timely task execution, adherence to protocols, and consistent performance monitoring.</li>
<li>Maintain accurate records and documentation related to property intake, detainee processing, transportation, and deportation; verify and audit files to ensure regulatory compliance, and data integrity.</li>
<li>Execute high-volume data entry (up to 8 hours per day), including the entry of case notes, customs documentation, custody logs, and internal reports into secure federal databases.</li>
<li>Develop, review, and edit administrative reports and forms for internal use and government audits; ensure completeness, accuracy, and policy alignment.</li>
<li>Serve as the primary liaison between facility staff, supervisors, and stakeholders; facilitate clear, professional communication, and documentation flow across departments.</li>
<li>Identified discrepancies in data entries and corrected them accordingly.</li>
<li>Oversee inventory control processes, including the secure receipt, tracking, and storage of personal property, using standardized procedures and government tracking systems.</li>
<li>Conduct routine audits and quality control reviews to ensure that administrative practices meet federal operational standards.</li>
<li>Apply sound judgment to evaluate options, solve problems, and make informed recommendations on administrative and operational matters, contributing to efficient workflow management, and compliance with agency standards.</li>
<li>Assist in developing and revising privacy and security policies concerning Personally Identifiable Information (PII); identify potential compliance risks, and recommend solutions.</li>
<li>Coordinate logistics for detainee transportation to court and medical appointments, manage schedules, and track movement through detailed administrative planning.</li>
<li>Conduct roll calls, and ensure accountability through diligent documentation, system updates, and status reporting.</li>
</ul>
<p>Supervisor: Scott Jackson (949) 456-2706.</p>
<p>Permission to contact: Yes.</p> at ProTech USA LLC, Government Contracting