Microsoft Office Suite
VITASTA KAUL
Enterprise Account Manager
Summary
Goal-driven, customer-focused professional with a demonstrated history of 4+ years of sales, account management and customer service experience in financial technology industry, establishing and cultivating relationships to secure business commitments. Excellent communicator, with aptitude for identifying critical drivers and structuring solutions to gain revenue and strategically grow business.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Enterprise Account Manager
Bloomberg LP
Sydney
04.2021 - 11.2022
- Manged 1.5 million dollars business revenue portfolio for New Zealand market comprising 18 accounts, for billion dollar AUM fund clients.
- Achieved 75% of sales target for the year and added another $100,000 in sales pipeline for next 2 quarters.
- Developed and maintained strong client relationships through consultative engagement
- Articulated and demonstrated Bloomberg product concepts and offerings to clients in easily understandable term to drive value-add product adoption, workflow optimization and expansion
- Collaborated with customers to learn business operations,identify workflow gaps and capitalize on upselling and cross-selling opportunities.
- Proactively found and monitored at-risk users to defend the company business
- Collaborated cross-functionally with headquarters, regional and other teams within APAC to maintain consistent message and experience.
Trading Order Management System Specialist
Bloomberg LP
Sydney
04.2020 - 03.2021
- Assisted with demonstrations for [Product or Service] to showcase functionality.
- Assisted customers in identifying issues and explained solutions to restore service and functionality.
- Managed high levels of call flow and responded to [Type] technical support needs.
- Identified potential sales and cross-selling opportunities and informed supervisor.
- Explained technical information in clear terms to promote better understanding for non-technical users.
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
Client Support Consultant
SS&C Technologies
Sydney
08.2018 - 04.2020
- Analyzed clients’ business processes to provide comprehensive solutions to all product issues
- Created documentation and reports on efficient ways to merge client’s financial data with the product
- Demonstrated key stakeholder management skills with clients and internal senior management, decreasing case resolution time by 30%
- Implemented an effective method for clients to provide regular feedback on service, improving overall team efficiency by 20%
- Educated clients and prospects on benefits of products and services in comparison to competitors
- Conducted case management activities and services with multidisciplinary team.
- Delivered consistent high quality and efficient service to clients, improving client retention by 15% and enhanced relationships for future business opportunities.
Financial Advisor Assistant/Paraplanner
APC Advice Pty Ltd
Sydney
11.2017 - 02.2018
- Put together detailed financial and investment plans for customers
- Assisted in selection of best investment plans by forecasting investment returns and aligning them with the forecast of clients’ expenses and income, investment horizon, risk appetite, objectives and constraints
- Prepared documents, Statement of Advice and presentations using advanced software proficiency
- Collected and compared premium quotations of different insurance companies for clients
Education
Bachelor of Science - Economics
Symbiosis School of Economics
Pune 06.2013 - 05.2016
Master of Finance - Finance
The Australian National University
Canberra 07.2016 - 05.2018
Skills
Account Management
Sales Lifecycle Management
Business development and planning
Written and verbal communication
Relationship building and management
Lead Generation
Solution selling
Certification
Level 1 CFA Institute (2019)
Software
MS Excel
SQL
Salesforce
Timeline
Enterprise Account Manager
Bloomberg LP
04.2021 - 11.2022
Trading Order Management System Specialist
Bloomberg LP
04.2020 - 03.2021
Client Support Consultant
SS&C Technologies
08.2018 - 04.2020
Financial Advisor Assistant/Paraplanner
APC Advice Pty Ltd
11.2017 - 02.2018
Master of Finance - Finance
The Australian National University
07.2016 - 05.2018
Bachelor of Science - Economics
Symbiosis School of Economics
06.2013 - 05.2016