Sharmila Umesh

Team Name (Strategic account)

• Handling the entire Karnataka business operations and generating 50 lakh in revenue in a month.
• Managing account portfolios, keeping detailed Agreement records of account activities, transactions, and progress. with leading anchors such as UltraTech, Godrej, and JK Cement for our supply chain finance program
• Developed customized presentations and proposals to meet the specific needs of anchors UltraTech, Godrej, and JK Cement key accounts.
• We are engaging Ultratech, Godrej, and JK Cement dealers to pitch our supply chain finance product and provide lending to them
• Coordinated with logistics and supply chain finance program, specifically for dealers with turnover below 250 crore and credit scores between 670 and 700. Making sure, with teams, to ensure timely and accurate product delivery to these key accounts.
• Visiting the dealers' premises to collect the required documents and then sharing these documents with the operational team to verify CBI approval
• Once the dealer applies for a loan with us, they will share an invoice with us, and we will proceed to make payments directly to the anchor.
• Managed the relationship between internal teams and external customers.
• Monitored competitive activities within assigned accounts and communicated findings to management.
• Conducted research into market conditions and competitor strategies in order to inform strategic decisions.
• Collaborated with sales team members to develop solutions tailored to customer needs.
• Identified new opportunities for growth within existing accounts, as well as potential new customers.
• Negotiated contracts with customers that balanced customer requirements with business objectives.
• Established strong relationships with clients through regular communication and follow-up activities.
• Coordinated cross-functional teams for successful execution of projects related to large-scale accounts.

Worked 1 year for Grocery (FMCG) team.

• Facilitated communication between different departments resulting in improved collaboration among B2B , FMCG and Inside Sales teams.
• Coordinated cross-functional teams to streamline Inbound and Outbound processes and improve efficiencies.
• Reviewed employee performance and provided ongoing feedback and coaching through various tools like Postman, Bifrost & convex to drive and track performance improvement.

Worked 2 years for Re-seller as Senior Executive (Project)

• Handled the BNPL and Commerce Program.
• Developed and implemented strategic plans for new processes. Conducted daily reviews with the stakeholders and aligned every stakeholder on the same page to achieve company objectives.
• Mediated conflicts between employees and facilitated effective resolutions to disputes. Troubleshooting Tech & Process issues.
• Resolved customer inquiries and complaints requiring management-level escalation to solve the disputes.
• Analyzed business performance data with the product team for better UX for the customer, and forecasted with the tech team for better retool modulation, and Jira business results for upper management.
• Co-ordinating with analytics to get DB for tracking all the data (re-dash and retool)
• Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.

Worked as a Project Co-Ordinator for 1.5 years (Fintech - NetBanking)

• Coordinated cross-functional teams to streamline processes and improve efficiencies, resolving ground team issues and handled lead-square program for Field Executives .
• Facilitated communication between different teams, resulting in improved collaboration among teams and handled EDI process and collection process.
• Established strong relationships with BU Heads through regular communication and follow-up activities on EDI cases.
• Managed the relationship between internal teams and external customers and product team for better Mandate for the customer(Digio , cashfree)
• Coordinated cross-functional teams for successful execution of projects related to large scale accounts.
• Taking care of QR and Sound box end-to-end business, proactively solving problems, and triggering NACH to collect money.
• Running Investment Program, giving visibility to the ground team, and taking care of maturity amount to be debited vendor account.
• Created presentations for key stakeholders regarding progress updates or proposals for new initiatives. Winner certificate by using CANVA design, too