Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Viviyan Surlekar

Viviyan Surlekar

Mumbai

Summary

A performance-driven professional with several-year career history in sales and proven track record in fields like Retail & Trade Forex, Travel & Tourism, Prepaid cards SaaS solution. Skilled in identifying opportunities, negotiating deals, and driving joint strategies to fruition at multiple regions like Mumbai, Gujarat, Madhya Pradesh, Goa & Chhattisgarh.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sales Manager

Happay
Mumbai
08.2022 - Current
  • Business Expense Management
  • Building good relationships with internal and external stakeholders, to identify opportunities which will in-turn help to streamline and scale up the business
  • Monitoring the productivity metrics for the Prepaid and CPS teams at the assigned geographies, to achieve the budgeted targets
  • Proactively investigate and close all escalations within the TAT period
  • Ensuring regular training & performance management of sales managers as per their allocated targets
  • Organizing joint meetings and presentations with corporates personally/virtually along with sales managers to covert potential leads to clients.

Deputy Manager - Retail Forex and Remittances | Retail TradeFx

Axis Bank Limited
Goa
01.2018 - 01.2022
  • Private Banking Company
  • Responsible for achieving revenue targets for Retail Trade and Forex business for both individual as well as for Corporate/SME/TASC segments
  • Managed sales support for Retail, Trade and Forex Products such as Letters of Credit, Bank Guarantees, Remittances(Retail & Trade), Bill collections, forward contracts, Forex Cards with margins and fee negotiations
  • Conducted regular training sessions for the team about Retail Forex and Retail Trade Forex products, processes and contests
  • Proactively participated in strategic financial planning along with Branch and Cluster heads to meet the business requirements and achieve the budgeted revenue targets
  • Conducted branch/cluster level marketing activities such as presentations at educational institutions, demonstrated product's benefits to FFMCs, Tour Operators, Educational consultants, CAs and Lawyers in-order to acquire leads.

Customer Relationship Executive - Foreign Exchange

Thomas Cook India Limited
North Goa
06.2016 - 08.2018
  • International Travel Company
  • Constantly reviewed the customer feedback and suggested ways to improve the business
  • Ensured that new clients will grow into a loyal customer base in a specialist niche market
  • Responsible for Sales and Purchases of Forex Cash and Card
  • Assisted auditors during internal audits, monitored and corrected discrepancies
  • Ensured KYC analysis and Client Due Diligence for all the transactions.

Education

B.Sc. in Hospitality and Hotel Administration -

Institute of Hotel Management
Goa
01.2016

Higher Secondary Education -

MES Higher Secondary School
Goa
01.2013

Secondary Education ( SSC ) -

St. Joseph's Institute
Goa

Skills

  • Forecasting and Budgeting
  • Negotiation
  • Product Management
  • Stakeholder Training
  • Revenue Generation
  • Customer Service
  • Risk Management and Compliance
  • People Management
  • Team Management
  • FEMA
  • Territory sales management
  • Key account development

Certification

Indian Institute of Banking and Finance, 03/2020 - 06/2020

Affiliations

  • Trekking
  • Cinephile
  • Table tennis
  • Chess
  • Reading

Timeline

Sales Manager

Happay
08.2022 - Current

Deputy Manager - Retail Forex and Remittances | Retail TradeFx

Axis Bank Limited
01.2018 - 01.2022

Customer Relationship Executive - Foreign Exchange

Thomas Cook India Limited
06.2016 - 08.2018

B.Sc. in Hospitality and Hotel Administration -

Institute of Hotel Management

Higher Secondary Education -

MES Higher Secondary School

Secondary Education ( SSC ) -

St. Joseph's Institute

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Viviyan Surlekar