TRIVENI L
Bengaluru
Summary
Strategic Leader experienced in Customer Success Management, Key Account Management, Operations, and Inventory Management. Achieved operational efficiency through end-to-end automation of SAP projects and integration of SAP with SFDC, while optimizing investment strategies for high-net-worth clients through comprehensive portfolio analysis. Focused on driving successful project outcomes by leading cross-functional teams, ensuring SLA compliance, and fostering effective communication.
Overview
2
2
Certifications
16
16
years of professional experience
Work History
Deputy Manager – Client Relationship Manager
EMBASSY GROUP
Bangalore
03.2014 - 12.2023
- Joined as Executive – Customer Service Department on 26th March 2014
- Promoted as Assistant Manager – CRM in March 2015
- Promoted as Deputy Manager – CRM and MIS March 2021
- No. of Outlined key projects and their objectives for stakeholders. 6 projects – Premium, Luxury and Ultra Luxury
- Clarified roles to enhance team collaboration and efficiency.
- Directed project activities from launch to handover, ensuring operational continuity and timely project delivery.
- Collaborated with the CEO to strategize and generate company cash flow, contributing to financial sustainability and growth.
- Proactively managed project cash flows, ensuring financial stability and adherence to SLAs.
- Managed transactions with clients and bankers, facilitating successful project financing, including home loans and construction finance.
- Delivered pre-sales and post-sales support, fostering strong client relationships and enhancing overall customer satisfaction.
- Generated periodical MIS reports using SAP, encompassing critical metrics like cash flow, aging, invoicing, and forecasting.
- Ensured timely and accurate data updates in SAP, conducting regular data validation for data integrity.
- Generated periodical MIS reports using SAP, encompassing critical metrics like cash flow, aging, invoicing, and forecast.
- Managed client and banker transactions, securing project financing for home loans and construction finance.
- Addressed and resolved technical and non-technical queries and escalations from clients and internal stakeholders.
- Secured necessary approvals within stipulated timelines, notifying senior management of any project obstacles and maintaining incident history.
- Played a key role in developing and upgrading various modules in SAP, contributing to system enhancements.
- Led process re-engineering initiatives, enhancing operational workflows and ensuring alignment with project objectives.
- Responded to queries from internal and external auditors, coordinating seamlessly during audit periods.
- Ensured meticulous documentation of all project activities, maintaining a comprehensive record for future reference.
- Provided extended support to sales and internal stakeholders, contributing to overall team productivity and success.
- Fixed Income State Ric (Green Belt Project):
- Damon Project
Senior Content Analyst (Senior Financial Market Research Analyst)
Thomson Reuters
Bangalore
04.2008 - 03.2014
- Executed processes related to Fixed Income securities.
- Defined key areas for performance assessment.
- Integral member of the Real Time Team, responsible for onboarding Fixed Income securities on Thomson Reuters terminal and analyzing pricing behavior and quality.
- Analyzed pricing behavior of various price makers and markets.
- Ensured liquidity on the platform to enhance trade potential.
- Acted as a solution provider for data queries, investigating and identifying root causes of errors.
- Drove continuous improvement within the team, identifying deficiencies and recommending solutions.
- Recommended automation and process improvements to streamline existing procedures and enhance operational efficiency.
- Supported the continuous development of processes and adherence to client policies.
- Identified deficiencies and recommended solutions to facilitate continuous improvement within the team.
- Actively sought opportunities to improve metrics and data validation.
- Guided and trained the team to achieve process objectives and fulfill customer requirements.
- Conducted daily, weekly, and monthly quality reporting.
- Participated in internal/external calls on quality improvement programs.
- Engaged in internal and external calls regarding quality improvement programs.
- Documented notable achievements at Thomson Reuters.
- Received recognition for accountability and exceptional contributions to the team.
- Spearheaded the RTFI Project (Automation), prioritizing the process automation of day-to-day applications for enhanced task performance.
Education
B.B.M. -
01-2006
Skills
Client Portfolio Management
Client Acquisition Strategies
Service Delivery Management
Strategic Partnership Development
Financial Strategy
Cash Flow Analysis
Business Development
Reporting & Documentation
Team development
Leader
Problem-solver
Customer Relations
Client Relationship Certification
Certification
Trained in Project Management
Timeline
Deputy Manager – Client Relationship Manager - EMBASSY GROUP
03.2014 - 12.2023
Senior Content Analyst (Senior Financial Market Research Analyst) - Thomson Reuters
04.2008 - 03.2014
Bangalore University - B.B.M.,