SUMMARY

• Business partners: BP roles, Number ranges, Field grouping, Exclusion groups, relationship categories.
• Org Model: new org units, positions, Divisions, Distribution channels, assignment of employees, users and business roles.
• Transaction profiles including status profile, subject profile, text profile, date profile, Partner determination, org data profile and action profile.
• Products: material (attributes, set types, hierarchies and categories), service (service profile and response profile), warranty (warranty template).
• Marketing plan: objectives, types, tactics, budget assignments (planning profile), authorization groups and priorities
• Campaign management: types, objectives, tactics, coupons, action profile, text profile communication mediums and mail forms.
• Segmentation: attribute set (attributes, attribute set, data source and attribute list), Info set ( Info set, data source and attribute list)
• External list management: origins, source, work flow settings and mapping formats.
• Product proposals: cross selling, up selling and down selling’s.
• Lead management: priorities, origins, groups, questionnaires and transaction profiles.
• Opportunity: priorities, groups, origins, sales cycle and sales stages, sales methodology, buying centre and sales assistance
• Sales agreements and contracts: authorization groups, payment terms, cancellation procedure and transaction profiles.
• Sales quotations and orders: credit check, product proposals and necessary setting for uploading the sales order into ECC.
• Installed base: object families, authorization groups, I base categories, PDP, partner and address inheritance
• Complaints and returns: transaction profiles, copy control, warranty determinations, service contract determinations.
• Case management: attribute profiles, function profiles, terminology profile and case closing profile
• Resource planning: service areas, job functions and levels, availability templates and qualification requirements
• Service quotations and order managements: transaction types, item categories, item category determinations and transaction profilesIC web client:
• Broad cast messages, alerts, categorization schema, account identification profile, BT profile, Agent Inbox profile, ERMS and Toll bar profileWeb - UI:
• Business roles, navigation bar profile, AET tool, Role configuration key, Technical profile and lay out profileMiddle ware:
• Inbound and out bound queues, publications, subscriptions, sites, Initial, delta and request loads.
• Downloading of payment terms, credit check, customers, products, I base, copying of org structure
• Uploading of CRM quotations and sales orders.
• Error handling: initial load monitoring and B-Doc monitoring

PROFESSIONAL EXPERIENCE

Confidential

Deputy Manager

Responsibilities:

• Action profile: Involved in creation of follow up activities, triggering email notifications, output determinations( smart form print and mail) and approval and rejection process ( workflows)
• In service involved in I base, complaints and returns and warranty managements
• In I base: involved in creation of Object families, I base categories, PDP, Authorization groups, number ranges and downloading of Equipments from ECC to CRM
• In Complaints and returns involved in creation of transaction types, item categories, and item category determinations, settings for determining warranty and service contracts. Also involved in case management
• In warranty management involved in warranty templates and warranty check profiles
• Involved in functional testing and successfully prepared user manuals
• Given core user tracings through Web - EX.

Confidential

Responsibilities:

• Successfully resolved end user issues
• Worked on different change requests
• Successfully prepared FSD documents
• Involved in sanity and regression testing’s and prepared test scripts
• Successfully added new users to the organization model
• Worked on base customization, Marketing, Sales
• Resolved tickets related to Org data, Campaigns, Target groups, opportunities, quotations and sales orders

Implementation

Confidential

Responsibilities:

• Involved in org model creation including creation of org units, positions and successfully assigned users, employees and business roles to the positions
• Worked on creation of new BP Roles, BP relationship categories, Field Grouping, BP role Exclusion groups
• Successfully downloaded customers from ECC to CRM it includes PIDE settings, Number ranges, Initial and Delta loads
• Worked on creation of new marketing, sales transaction types
• Worked on status and subject profiles
• In Marketing worked on Marketing Plan and Campaign managements it includes plan types, objectives, tactics, authorization groups, priorities, planning profile groups (budget assignments)
• In sales worked on opportunity and Sales order management
• In opportunity involved in creation of transaction types (normal and sales methodology ) item categories, determinations, sales cycle and sales stages, transaction profiles
• In sales order involved in credit check and uploading of Sales order from CRM to ECC
• Successfully trained end users through VIDY
• Involved in integration testing and successfully prepared user manuals.

Confidential

Deputy Manager

Responsibilities:

• Over 3.9 years of experience in Retail Branch banking as Relationship Manager managing the existing CASA clients of the branch.
• Key Customer Relationship Management & engage in all customer programs
• Acquisition of various core products for Banking such as Account Opening for Savings Bank, Current Account, Term Deposits.
• Crossing selling Third Party products like Mutual Funds, Insurance.
• Mortgages and other consumer lending: Loan against Property, Housing Loan and Car Loan within defined TAT.
• Commercial lending: Disbursement of Business Banking Products like Cash Credit, Letter of Credit, Bank Guarantee Loan for Commercial vehicles, Secured and Unsecured OD.
• Adhering to the KYC & AML process and accounting process.
• Received recommendation Letters and appreciation from different Product teams and Management.
• Received several Momentous for the insurance business done in 2009
• Received several Momentous for the Contribution of Mutual fund business done in 2009 and 2010
• Converting the value proposition in the minds of consumer into an actual sale.
• Taking responsibility of the assigned geographical fulfilling leads of the area & prospecting new business from the assigned areas
• Attending to the HNI calls and quires
• Establishing & strengthen relationship with the Bank staff to gain reference from them.
• Maintain good rapo with the branch managers
• Training the Team in all aspects of the market
• Ensure compliance with IRDA Regulations & Procedures