3fc1f0ae-d16d-45d9-9274-57824e72bffc

Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000

Professional Summary

Experienced Sales Associate with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Telemarketing, Back Office Operations, Data Entry, and Sales & Marketing. Strong sales professional with a Bachelor of Commerce – from Lalit Narayan Mithila University, Darbhanga. Completed DIgital marketing training programme.

Employment history

Relationship executive, Marks Inc. South Emery, Hawaii
May. 2019 – Present
  • Lead generation.
  • Field investigation.
  • Documentation for business loans and auto loans.
  • Loan processing.
  • Collection of EMI.

Sales associate, Rodriguez-Raynor. West Selina, Tennessee
Dec. 2017 – Jun. 2018
  • Lead generation of both merchants and customers.
  • Onboarding merchants for accepting payments.
  • Documentation of both merchants and customers.
  • Verification of all docs.
  • Assigning digital credit to users.
  • Collection for pre-assigned credits.

Sales executive, Hyatt, Ruecker and Willms. Port Scotborough, Alabama
Feb. 2015 – Jan. 2016
  • Lead generation for Automobile sales
  • Follow – up of leads by teli-calling and door to door isitsvsits
  • Converting leads into customers
  • Field activities for branding
  • Doing promotional activities 
  • Documentation for closing sales and dto works

Education

Wilderman Institute, Herberthaven, Tennessee
Bachelor of commerce, B.com, Dec. 2018

Russel Institute, East Sylvestershire, Connecticut
Higher secondary, Intermediate, Dec. 2015

Skills

Finance
Experienced

Business development
Expert

Relationship management
Expert

Ms office
Skillful

Digital marketing
Beginner

Marketing
Experienced

Sales
Experienced

0edde580-89b2-4da8-8440-afc83a2e0558

Andrew Smith

287 Custer Street, Hopewell, PA 00000
[email protected]
(000) 000-0000

Professional Summary

Financial Analyst equipped with the tools and knowledge needed to advance into senior-level roles within innovative, growth-driven companies.  Expert at developing and tracking budget expenses and strong ability to analyze and organize large data sets.  Deep technical knowledge with proficient use of QuickBooks and Excel programs.

Employment history

Operation Assistant cum Cashier, Watsica and Sons. Port Franklin, Maryland
Dec. 2018 – Present
  • Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change..
  • Calculate total payments received during a time period, and reconcile this with total sales
  • Compute and record totals of transactions.
  • Receive, record, and bank cash, checks, and vouchers.
  • Examine, evaluate, or process loan applications.
  • Meet with applicants to obtain information for loan applications and to answer questions about the process.
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
  • Review and update credit and loan files.

Relationship Executive, Abbott-Dare. South Xenia, Wyoming
Feb. 2018 – Mar. 2018
  • Responsible for the products sales and services from customers.
  • Arrange buying parties and solicit sponsorship of such parties to sell merchandise.

Education

West Lockman, Tobiasbury, Delaware
Bachelor of Arts, Commerce, May. 2015

The Prohaska College, Ferdinandstad, Vermont
HSC, Commerce and Accounting, Jul. 2012

West Durgan, Handmouth, Kansas
SSLC, Sep. 2010

Languages

English
Conversational

Tamil
Native speaker

Skills

LOS(Loan Origination System)
Skillful

oracle flexcube (CBS)
Experienced

English Typing
Skillful

Diploma of Computer Application
Skillful

Additional information

d05a7ccd-1054-4eec-83bd-01819f12817f

Andrew Smith

Professional Summary

To pursue a challenging career in a demanding
environment with the objective of realizing organizational targets as well as my potential.Highly effective communication skills,demonstrated persuasive and negotiation skills together with strong organizational skills ensure consistent achievement of targets. A highly motivated professional who is excited to learn and grow as part of your team.

Employment history

Service Manager, Abernathy, Abshire and Reichert. Effertzchester, Massachusetts
Sep. 2018 – Present
  • Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
  • Met with customers to discuss service needs and develop effective and practical solutions.
  • Develop estimates by costing materials supplies and labor; calculate customer’s payment including deductibles.
  • Prepare repair orders (RO) by describing symptoms problems and causes discovered as well as repairs and services required; obtain approval signatures; entering RO into service database system.
  • Maintained customer rapport by explaining estimates and expected
    return of vehicle.

Relationship Executive, Luettgen and Sons. Hoppemouth, Louisiana
Apr. 2018 – Aug. 2018
  • Conduct market research to identify selling possibilities and evaluate
    customer needs.
  • Set up meetings with potential clients and listen to their wishes and concerns.
  • Prepare and deliver appropriate presentations on products/ services.
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations. 
  • Collaborate with team to achieve better results.

Relationship Officer, Nicolas Group. Wilbershire, Rhode Island
Jun. 2017 – Sep. 2017
  • Conduct market research to identify selling possibilities and evaluate
    customer needs.
  • Set up meetings with potential clients and listen to their wishes and
    concerns.
  • Prepare and deliver appropriate presentations on products/ services.
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
  • Collaborate with team to achieve better results.

Parts Manager, Graham, Greenfelder and Bartell. Iveymouth, Indiana
May. 2012 – Apr. 2015
  • Maintained stock of auto parts and handling ordering procedures.
  • Developed and implemented new procedures for improving inventory control and reducing time required locating parts by modifying part numbers and locations.
  • Developed ticketed pricing system, increasing monthly wholesale percentages.
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.
  • Arranged for the ordering of special parts per customer requests

Parts Manager, Schneider LLC. East Refugio, Texas
Sep. 2007 – Oct. 2008
  • Inventoried all parts and prepared purchase orders.
  • Updated database of available parts and adjusted stock accordingly.
  • Maintained consistent inventory of auto parts and products.
  • Reduced expense spending by securing low-cost inventory for customers to drive increased sales and improve customer loyalty.
  • Established and optimized schedules to keep coverage and service in line with forecasted demands.

Education

Reinger University, Kundeport, Kansas
Degree in Business Management, Marketing, Mar. 2004

West North Dakota University, Johnstonview, Pennsylvania
Diploma, E-Commerce, Apr. 2000

South Iowa University, Beattyhaven, Wisconsin
Intermediate, Commerce, Mar. 2000

West South Carolina University, Jonathanland, Alabama
Matriculation, Science, Oct. 1997

Personal info


Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Languages

English








Urdu








Punjabi








Malaysian








Skills

Team Leadership








Staff Management








Documentation and reporting








Ability to Work Under Pressure








Self-motivation








Communication Skills








6bfc0888-d2e5-4085-ac16-0356f9411953

Andrew Smith

Professional Summary

Pursue a dynamic and challenging career with an organization of repute and integrate my goals with that of organizations goals. And contribute significantly for a long period towards the progress of organization; while concurrently advance my analytical skills and knowledge in the field of accounting, auditing.

Employment history

Junior relationship executive, Jacobi-Gleichner. Gutmannfurt, Virginia
Jul. 2017 – Oct. 2017
Worked as executive at muthoot finance ltd in core banking environment and the duties are cashier,marketing,gold loan appraiser.
  • Receive payment by cash, check, credit cards, vouchers, or automatic debits.
  • Issue receipts, refunds, credits, or change due to customers.
  • Assist customers by providing information and resolving their complaints.
  • Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
  • Resolve customers’ service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.

Statutory audit, Wisoky-D'Amore. Keeblerside, Oklahoma
Jun. 2013 – Jul. 2013
  • Worked as audit assistant for the audit of Shakshar Bharath Program in Mahabubnagar district of Telangana conducted by Shabuddin.S.Md on behalf of A V Ratnam & Co Chartered Accountants firm.
  • Verification of controls and procedures laid by authorities and adherence of the same by the program coordinators. Comparison of expenses incurred with budgeted amount’s and reporting the under/over utilization of funds under each head, and reporting the reasons for the variance arrived at. 
  • Report to my auditor about the discrepancies found while conducting the audit and suggesting the control procedures for enhancement of the process. 
  • Prepare detailed reports on audit findings.

Education

Kuhlman Academy, Clintonborough, Hawaii
MBA, Finance, Jan. 2019

Northern Rogahn, Port Adolfoborough, Idaho
BBA, Management, Jul. 2015

East Thompson, North Arielview, Texas
Intermediate, Commerce, Jul. 2012

Northern Hermann Academy, Roobmouth, New Jersey
S.S.C, 10th class, Sep. 2010

Personal info


Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Skills

Tally ERP 9








Team Mangement








Project Management








Accounting








Microsoft office








relationship executive

  • Collect and deposit money into accounts, disburse funds from cash accounts for the disbursement of gold loans, keep records of collections and disbursements, and ensure accounts are balanced.
  • Prepare and mail checks, gold checking etc.
  •  Building positive relationships with customers Assisting with generating new business Identifying opportunities for greater profits.
  • Always looking for new clients.

relationship executive

  • Achieving The Business Targets Assigned By Baroda Mutual fund AMC By Up-Selling Products, Enhancing And Upgrading the Clients Net worth Relationship.
  • Profiling Customers And Provide Financial Products to Meet Customer Needs.
  • Ensuring The Highest Level of Service Which lead to Customer Delight. 
  • Achieving Sales And Revenue Targets Spread Across Products Mix.

relationship executive

  • Identifying key contacts at potential client companies to establish and foster a relationship.
  • Developing a deep understanding of the technical and business challenges that clients face.
  • Briefing product development team on the essential features to meet client needs.
  • Taking the responsibility of providing training and guidance to the interns/new joiner when needed.
  • Continuing research and content development on the Groomefy App.

relationship executive

  • Did survey of the people using newspapers and getting note of what advantages and disadvantages were present in the particular edition. 
  • Discussed about the need for improvement in the latest edition 
  • Was required to hold group meetings and discuss strategies that could expand the brand. 
  • Maintain the standard and quality of the content that could engage various groups of people and entities. 

relationship executive

  • Help desk, Customer Service, Customer Relationship.
  • To identify the potential clients and sell the products to them.
  • To maintain the relationship with new and existing customers.
  • To handle the operational work of branch.
  • Cash handling, Gold checking.

senior relationship executive

  • Recruiting the persons to market current account. 
  • Supervising and motivating the team members.
  • Verifying and collecting the documents from Customer to open a current account. 
  • Cross Selling of Life Insurance to current account customers. 

relationship executive

  • Handled HNI clients, dematerialization of shares of retail customers and advised them on the daily stocks. 
  • Dealt with account opening and introducing new clients to the company and provided research based advice on listed companies. 
  • Provided advice on derivatives trading strategies to the clients according to the market forecast with the help of technical & fundamental research. 
  • Interacted with the customer on daily basis and handled trading. 

relationship executive

  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial vehicle loans , life insurance Loans, or personal loans.
  • Collect and deposit money into company accounts, generate  invoices, keep records of collections  and ensure accounts are balanced with the payments received.
  • Updating paperwork, or maintaining documents, such as Vehicle Loan applications, loan records, loan receipts and   list of outstanding loan payers and their correspondence.
  • Establish loan procedures or EMI schedules and keep track of the outstanding loans.

relationship executive

  • Worked as a Relationship Executive in sales department, developing long term sustainable business relationships with hospitals having specialized gynecologists.
  • Setting up meetings with clients and informing them about stem cells therapy by giving them a presentation and helping them to preserve their child’s stem cell with our company.
  • Establishing strategic relationships with internal departments, including sales, marketing and business development teams. Developing sales strategies and service offerings that enable new opportunities for business and revenue growth. 
  • Key Achievement: Received the award of being the strongest RE among 150 RE’s by Bajaj Finance team for having maximum number of enrollment in a short period of time.

relationship executive

  • Excellent skills in marketing and business development
  • Have a track record of getting results and generating sales and improve the service offered
  • Handling complete travel portfolio
  • Entrusted to manage office in the supervisor’s absence. Provided timely, courteous and knowledgeable response to information requests; screened and transferred calls; and prepared official school correspondence.

relationship executive

  • Identifying and Analyzing the Client Requirements
  • Interaction with the Client Organization and Present Product Demonstration. 
  • Professional Photographers Handling.
  • Generating Order and Leads for Business Development.
  •  Providing Product training to Clients.
  • Cracking new business avenues through cold call. 

senior relationship executive

  • Balance and Maintain the Relations Between Gynecologist and Company.
  • Educate Expected Parents about Umbilical Cord Preservation.
  • Counsel the Parents and Explain the Benefits for Preservation of Umbilical Cord and How it helps in Fighting with 80+ Medical Conditions by the help of Stem Cell Therapy.
  • Assure the proper Collection of Umbilical Cord “Tissue and Blood” in Preferred Biological Condition and track till reach the Lab.
  • After sales Formalities Completed and Give whole details about preservation to Parents and help in Getting Preservation Certificate.

relationship executive

  • Relationship with the vendors
  • Relationship with the customers
  •  AR collection 
  •  Revenue generation
  •  Appointments For the photographer 
  •  CRM handling
  •  Helps the customers to choice the right option as per the requirments

relationship executive

  • Handling walk-ins and total admission procedure of prospective students
  • Provide students with information on such topics as college degree programs and admission requirements, financial aid opportunities, trade and various other activities and programs.
  • Assisting in Business development and promotional and marketing activities to achieve yearly targets
  • Maintaining and generating daily reports on Student strength, details, etc.
  • Maintaining and Updating MIS and reporting to ZO and CO daily.
  • Updating student data on ERP system on daily basis.
  • Maintaining files of all students as well as school related document, correspondence related letters, answering to mails, etc.

relationship executive

  • Lead generation.
  • Field investigation.
  • Documentation for business loans and auto loans.
  • Loan processing.
  • Collection of EMI.

senior relationship executive

  • Ensure 100% client engagement and connectivity of the assigned portfolio of Enterprise accounts in Real Estate vertical
  • Drive client retention and reduce churn rate
  • Manage campaigns end to end to deliver as per SLA
  • Monitor digital marketing campaigns to ensure cost effectiveness and expected ROI
  • Analyse the historical data trends and suggest measures to improve the customer experience and campaign effectiveness

relationship executive

  • Managing bank personnel and educating them about various Mutual Fund products. 
  • Co-coordinating with various ICICI bank branches to generate leads. 
  • Providing investors with financial advice as per their needs and goals. 
  • Develop prospects from customers, referral leads, or sales or trade meetings. 
  • Reviewing portfolios to advise customers regarding expected fluctuations and market scenario.

relationship executive

  •  Identified small and medium enterprises located in south Mumbai for business banking department. 
  • Converted many small and medium prospects into business for range of products including micro loan and forex products. 
  • Fulfillment and Inventory-Develop and manage a fulfillment strategy with the sellers to ensure best selection along with the optimal cost and service.
  • People leadership-Build, retain and groom a strong team to deliver across functions.Set goals, define KPIs and ensure team tracks effectively towards goals

relationship executive

  • Develop new business opportunities by selling online matrimonial advertisement solutions. 
  • Call and set up meetings with the pre-generated leads. 
  • Meet & engage with HNI customers and help them understand various Service features. 
  • Shows, promote and sell personalized services of the matrimony platform 
  • Demonstrate the ability to maximize profitable volume growth, market share and client preference in the assigned market. 
  • Maintain data related to partners, accounts and document customer interactions. 

relationship executive

  • Conduct market research to identify selling possibilities and evaluate
  • Selection and Offers:Work to get the best possible selection on boarded.Cost improvement and overall portfolio management.Manage in store promotions.
  • Make Flipkart the destination of choice for the customers through the largest and the greatest assortment of products on offer.
  • Drive participation in different offers for best discounts for the customers

sr. relationship executive

  • Provide Business Development inputs to the Vendors 
  • Reaching out to the vendors to Create promotions and make them Opt in the promotions
  • Providing Ideas to the vendor to increase his visibility and grow his business
  • Make the vendors to participate in creating Ads  to grow his business
  • Suggesting vendors to bring new products according to the trends
  • Identifying new sales opportunities and pitching to get those products
  • Keeping Fruitful relationship with vendors

junior relationship executive

  • Handing cash
  • Examine, evaluate, and processing loan .
  • Cross selling of financial products to walking customer.
  • BRS

relationship executive

  • Present the product and favourably and in structured professional way face to face 
  • Understand the need of business customer.
  • Mentain and develop good relationship with exising customer.
  • Continuously improve the through feedback.

relationship executive

  • Promote products in online communities through weblog or discussion-forum postings, e-mail marketing programs, or online advertising. retailing operations database of customer accounts.
  •  Determine and set product prices and Integrate online retailing strategy with catalog.
  •  Disclose merchant information and terms and policies of transactions in online or offline materials.
  •  Participate in online forums or conferences to stay abreast of online retailing trends, techniques, or security threats.
  •  Calculate purchase subtotals, taxes, and shipping costs for submission to customers. 

relationship executive

  • Sell and Renew Service Packages to customer.
  • Monitoring sales and analyzing data of the sellers to make decisions to grow the revenue and bring profit in the business.
  • Ensure high-share of mind from the Sellers: Build deep ties.make sellers partners in driving changes for the category.
  • Market Understanding:Develop a thorough knowledge of the market – short term and long term trends.Have an in depth knowledge of competition and seller’s ability to influence the market.Develop and implement industry best practices. 

relationship executive

  • Seller Management:Develop deep and long standing relationship with the sellers.
  • Know the Sellers: Deeply understand seller behavior, develop new seller insights.
  • Own the business: Develop the business model, understand where opportunities are and create a viable business to service them.
  • Know the market: Stay on top of trends in an ever-changing landscape, find opportunities and prioritize based on size, internal capabilities, etc.
  • Know the competition: Understand on-line and off-line players.Ensure seller’s selection stays well ahead of competition.
  • Influence the leadership: Convert strategies into action by liaising with cross-functional leadership and drive the changes required.
  • Own the terms of business with the sellers- regarding products, returns, ordering, etc.