Preetham Leo
Dubai ,UAE
Summary
Dynamic professional with a strong foundation in technical and professional skills, including expertise in Microsoft Office Suite, MS Windows and Android operating systems, and billing and payment processing. Demonstrates proficiency in business development, operations support, and account receivables management. Known for effective communication, team collaboration, and the ability to manage workloads under pressure while quickly adapting to new challenges. Committed to leveraging these skills to drive organisational success and support restructuring initiatives.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work history
Digital sales executive
AIRES MINERALS
Dubai, UAE
06.2025 - Current
- Managed key client accounts meticulously, ensuring consistent delivery of service excellence leading to nurturing long-term partnerships.
- Maintain records including total sales, profits and purchases
- Streamlined sales process to enhance operational efficiency and productivity.
- Established strong relationships with key industry players to expand business reach.
- Carried out day-to-day duties accurately and efficiently.
DIGITAL SUPPORT UTILITY ADMINISTRATOR
HSBC Global
Bengaluru, India
06.2024 - 05.2025
- Maintained and updated investor data in the Investor Insight database.
- Managed client and investor onboarding, account setup, and maintenance.
- Responded to queries related to the Investor Insight platform.
- Compiled and verified onboarding documentation.
- Liaised with fund accountants, investors, distributors, and asset management companies.
- Enhanced client onboarding efficiency, improving satisfaction and retention.
Subject Matter Expert CCSR-UK
HSBC UK
Bangalore, INDIA
01.2024 - 06.2024
- Collaborated closely with colleagues on project work, leading to successful outcomes.
- Translated senior management directives into actionable front-line policies and implemented changes with staff.
- Handled customer complaints effectively, restoring trust in our brand.
- Improved customer service by implementing new procedures and protocols.
- Maintained smooth-running business operations by delegating priorities to staff abilities.
CUSTOMER SERVICE REPRESENTATIVE(CCSR)-UK
HSBC
Bengaluru, India
09.2022 - 01.2024
- Handled high volumes of customer inquiries including Credit cards, Personal Loan and application status to provided prompt resolutions.
- Maintained up-to-date knowledge, resulting in effective product promotion.
- Significantly improved service delivery through weekly team workshops.
- Resolved customer complaints, ensuring high level of customer care.
- Delivered first-class customer care across telephone, email and live chat platforms.
Accounts receivable associate
Omega health care
Bengaluru, India
06.2019 - 06.2020
- Improved claims processing time with detailed auditing of bills and codes.
- Collaborated with insurance companies for prompt resolution of billing issues.
- Expedited payment collections through diligent follow-ups on unpaid invoices.
- Established effective communication channels between healthcare providers and insurance companies, resulting in smoother transactions processes overall.
- Handled and resolved complex claim issues, improving overall service quality.
Education
Bachelor of Commerce - Advanced financial accounting, Business Mathematics, Corporate Accounting
P.V.P College
Bangalore/India 03.2021 - 09.2025
Pre- University - PCMB ( Physics, Chemistry, Mathematics and Biology)
NIOS (National Institute of Opening Schooling)
03.2017 - 01.2019
Skills
- Microsoft Office Suite (Excel, Word, PowerPoint)
- MS Windows & Android Operating Systems
- Billing & Payment Processing
- Rendering & Boosting Techniques
- Account Receivables Management
Technical Skills :
- Business Development
- Operations & Restructuring Support
- Communication (Verbal & Written)
- Team Collaboration & Coordination
- Multitasking & Time Management
- Workload Management Under Pressure
- Quick & Adaptive Learning
Professional Skills :
Certification
Awards
- Golden circle award: Elite award for Q1- -04/2025
- Service champ-Highest NPS -03/2024
- Employee of the month : 10/2024, 11/2024 & 12/2024
- Highest average quality -02/2024
- SSCC spotlight Award (New starter) -12/2023
- NIL Absence -05/2023
Accomplishments
- I initiated and led a team-driven initiative focused on increasing customer adoption of self-service channels. By developing and implementing a structured approach to educate customers on the features and benefits of online and mobile banking, we successfully improved digital engagement. This collaborative effort resulted in a significant uptick in customer usage and a measurable spike in digital transaction data.
Timeline
Digital sales executive
AIRES MINERALS
06.2025 - Current
DIGITAL SUPPORT UTILITY ADMINISTRATOR
HSBC Global
06.2024 - 05.2025
Subject Matter Expert CCSR-UK
HSBC UK
01.2024 - 06.2024
CUSTOMER SERVICE REPRESENTATIVE(CCSR)-UK
HSBC
09.2022 - 01.2024
Bachelor of Commerce - Advanced financial accounting, Business Mathematics, Corporate Accounting
P.V.P College
03.2021 - 09.2025
Accounts receivable associate
Omega health care
06.2019 - 06.2020
Pre- University - PCMB ( Physics, Chemistry, Mathematics and Biology)
NIOS (National Institute of Opening Schooling)
03.2017 - 01.2019
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