• Gender: Female
• Age: 32
• Designation: Sales Co-Ordinator
• Highest Education Level: Masters - Degree
• Notice Period: 30  Days
• Preferred Location: Mumbai
• Work Experience: 8.7 Year(s)

Education

MMS (Finance) Sasmira’s Institute of Management Studies & Research, Worli. in August 2016 with First 74.00%
BCOM(BBI) M.L.Dahanukar College of commerce and economics, Mumbai. in June - 2013 with First 70.83%
H.S.C. L.S.Raheja College of arts and commerce, Mumbai. in March-2010 with First 62.67%
S.S.C. St. Lawrence Secondary High School, Mumbai. in March-2008 with First 62.15%

Skill Sets

INTERNSHIP:
Has worked as a Summer Intern for 2 months (May- June 2015) at The Bharat Co- Op Bank (Mumbai) Ltd.

IT Proficiency: MS-Office (Word, Excel and Power Point)

Work Experience

Sales Coordinator.
From Nov 2019 to Present
Company profile- Indo-US startup focused on developing and building innovative technology based solutions to everyday problems

Job profile-
Generation of leads from digital platforms available for the team and uploading them on CRM platforms.
Management of the lead’s details, status and other aspects on the portal from the various line of practitioner.
Report generation from the portal on daily/weekly/monthly activities for the sales team calling.
Arranging the calls or online call links for the team with the clients.
Making of the quotations and invoices for the team for various client details given and maintain the same.
Looking after the documentation, on-boarding, servicing, emailing and thus managing the entire cycle for the customer with us.
Sending the payment reminders or any such reminders, calling for any requirements needed as and when
as per need arises.
Maintaining the entries for payments received and due for payment on timely basis.
Coordinating with the companies CA for any invoice related queries or providing any support aspect to filling for the returns for the company.
Co-ordination with our company’s lawyer in making of the agreements for the customer coming on-board with us regarding the financial or non-monetary requirements needed for the various business models available with us.
Calling and coordinating with the existing customers for various queries, services and matters related to them.
Coordinating amongst the various team for client requirements or providing the end result for the orders received.
And providing any other assistance to any of my teams or my company for any requirements arises.

Equity Trader/Relationship Manager
From July 2016 - Nov 2019
Company profile- leading finance and investment services company India.
Job profile-
Review transactions to ensure accuracy of information and ensure that trades conform to regulations of
governing agencies.
To buy and sell the shares and securities.
Help and support all aspects of the trading desk: inbound and outbound trade processing
Providing clients with accurate product information.
Answers phone and assists with information requests.
Collect and input key data into customer database.
Manage telephone, trading systems, and building client relationships.
Managing Client portfolio and advising to minimise risk in selecting stocks.
Helping clients to invest in long term security, like Mutual funds & other equity product (Cross Selling)