Sneha Raj
Hyderabad
Summary
Detail-oriented Sales Operations and Sales Support professional with 2+ years of experience supporting sales teams through reporting, tracking, documentation, and training coordination. Proven ability to manage rewards & recognition initiatives, prepare executive presentations, process sales reports, and support forecasting activities. Strong cross-functional collaborator with hands-on experience in customer data analysis, continuous improvement, and employee engagement. Proficient in Microsoft Office Suite and CRM tools. Seeking to support TriNet’s sales and operations teams by ensuring accurate reporting, seamless coordination, and timely delivery of sales enablement activities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Success Manager - Deputy Manager 2
ICICI Bank
Hyderabad
01.2025 - Current
- Designed and maintained accurate tracking of customer service and sales-related activities, ensuring timely reporting to management.
- Prepared and supported executive-level reports, MIS dashboards, and performance summaries aligned with service and sales KPIs.
- Coordinated internal meetings, team briefings, and training sessions to ensure adherence to timelines and operational goals.
- Assisted in pre- and post-sales activities, including documentation, client communication, and follow-ups.
- Maintained centralized records, process documents, and knowledge resources for team reference and audit readiness.
- Analyzed customer data and service trends to identify improvement opportunities and enhance customer engagement.
- Worked closely with sales, operations, and compliance teams to meet deadlines and exceed service targets.
Customer Relationship Manager - Deputy Mananger 1
ICICI Bank
Hyderabad
12.2023 - 12.2024
- Managed a high-value portfolio worth ₹90 crore, supporting 1800+ customers across India.
- Resolved customer issues efficiently, improving service quality and overall satisfaction.
- Managed a ₹90+ crore customer portfolio, supporting 1,800+ clients with structured reporting and performance tracking.
- Processed periodic reports for management, supporting forecasting and service capacity planning.
- Supported sales initiatives through client proposals, product explanations, and coordinated follow-ups.
- Contributed to employee engagement initiatives by supporting internal communications and recognition activities.
- Ensured accurate documentation, compliance records, and timely completion of all sales and service deliverables.
- Collaborated cross-functionally to resolve issues, improve turnaround time, and enhance client satisfaction.
KYC/Compliance Intern
ICICI Bank
Hyderabad
09.2023 - 11.2023
- Maintained and managed department documents, onboarding records, and compliance resources.
- Coordinated with multiple teams to support smooth operations and deadline adherence.
- Assisted in preparing reports and documentation for internal review and audits.
- Delivered consistent customer support while ensuring policy and process compliance.
Education
POST GRADUATE DEPLOMA IN BANKING -
ICICI MANIPAL ACADEMY
08-2023
Bachelor of Commerce -
Sidho Kanho Murmu University
09-2022
Skills
- Sales Operations & Sales Enablement
- Rewards & Recognition Program Administration
- Sales Activity Tracking & Pipeline Reporting
- Client Proposals & Pre-Sales / Post-Sales Deliverables
- Sales Forecasting Support
- Documentation, Resource & Knowledge Management
- Customer Data Analysis & Insights
- Continuous Improvement & Employee Engagement
- Cross-Functional Collaboration (Sales, Operations)
- Deadline Management & Process Compliance
- Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables)
- Microsoft PowerPoint (Executive Decks)
- Microsoft Word & Office Suite
- CRM Tools & Sales Reports
- Strong Communication, Presentation & Facilitation Skills
Certification
- NISM Certified – 2023
- IRDA Certified – 2024
- AML & Compliance Certification – AML Wizards-2025
Education and Training
other,other
Accomplishments
Recognized for zero compliance lapses while managing high-value client portfolios.
Consistently met and exceeded performance metrics related to quality, turnaround time, and customer satisfaction.
Supported management with accurate, timely reports that enabled better decision-making.
Consistently met and exceeded performance metrics related to quality, turnaround time, and customer satisfaction.
Supported management with accurate, timely reports that enabled better decision-making.
Languages
- Hindi
- English
Timeline
Customer Success Manager - Deputy Manager 2
ICICI Bank
01.2025 - Current
Customer Relationship Manager - Deputy Mananger 1
ICICI Bank
12.2023 - 12.2024
KYC/Compliance Intern
ICICI Bank
09.2023 - 11.2023
POST GRADUATE DEPLOMA IN BANKING -
ICICI MANIPAL ACADEMY
Bachelor of Commerce -
Sidho Kanho Murmu University