Subhapandian Pandian
Dubai,UAE
Summary
8 Years of Non Banking Financial Service Experience in Customer Service & Sales Coordination. Results driven and dedicated Sales Coordinator who excels at developing and implementing new sales strategies, conducting sales reports and analysis and extending support Sales team with excellent operational skills. Certified person with extensive experience in fast-paced business environments. Offers great communication/leadership skills, excellent time management skills and important ability to remain under pressure.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Sales Coordinator
ASK Investment Managers Ltd
Bangalore, India
08.2022 - 09.2023
- Performed proactive and reactive calls to existing and prospective customers within target market.
- Channel Partner Support and Coordination (IFA, Banker and National Distributors)
- Onboarding Clients - PMS & Alternate Investment Funds (RI, Non Residents HNIs, Non Individuals)
- Opening Client's Demat accounts with various custodians (RI, Non Residents HNIs, Non
Individuals) - Identifying gaps & formulating process to plug the gaps, increase efficiencies & ensure
speedy resolutions - Implementing end to end data migration and custodial operations
- Ensuring due diligence with respect to Corporate KYC docs, FATCA & UBO
- Liaising with HO Banking, Fund Account team for swifter confirmation and utilizing the funds
Conducting frequent trainings in terms of updated SEBI norms and ASK Compliance norms - Supporting Sales Team with Business Analysis data to increase the volume
Sales Coordinator - Deputy Manager
Aditya Birla Sunlife Mutual Fund
Bangalore, India
03.2019 - 07.2022
- Sales Logistic Management Provide Managing Marketing Logistics & Availability of sales material
- Supported new business initiatives and projects and contributed to review meetings and change processes.
- Collated with HR team and designed employee incentives and recognition schemes to achieve team targets.
- Managed and monitored multidisciplinary teams, providing coaching to consistently exceed KPI targets.
- Created weekly performance reports, analysing and interpreting data to improve day-to-day business operations.
- Supported business development activities and onboarded new clients to grow revenues.
- Monitored and evaluated annual business plans in consultation with team members to meet set targets.
- Maintained excellent client relationships by dealing with queries and complaints calmly and professionally.
Service Relationship Manager
Aditya Birla Sunlife Mutual Fund
Bangalore, India
04.2016 - 03.2019
- Advised clients on optimum mix of products and distribution channels for greatest success.
- Predicted and interpreted consumer trends to improve product offerings.
- Developed targeted advice for decision-makers on how best to reach target consumers and build awareness.
- Analysed paid and organic website data to enhance Return On Investment (ROI).
- Evaluated campaign performance to optimise return on investment.
Information Desk Officer
Bajaj Capital Ltd
Bangalore, India
09.2015 - 03.2016
- Collaborated with admin teams, human resources and finance department on special projects.
- Coordinated flight, accommodation and travel arrangements, maintaining strict compliance with budgets and schedules.
- Facilitated internal and external correspondence for management.
- Handling queries from the branches regarding the status, daily receiving
- Generating daily and monthly of MIS reports, analyzing the cases in Excel Sheet
- Handling client's portfolio and processing for purchase, switch and redemption for the same
- Coordinating with different AMC's for account statements and preparing taxation
- Analysis the data, verify, mapping and maintain master sheet for Original database
- Coordinating with AMCs for Processing Life Insurance Application
- Taking Care of Life Insurance Queries / Issues
Education
Bachelor of Science - Mathematics
Alagappa University
India 06.2012 - 04.2015
Skills
- Customer Relationship Management Software (CRM)
- Team Management
- MS Office proficiency Advanced Excel
- Research and due diligence
- Business Analysis
- Sales strategies
- Client Service
- Logistics policies and procedures
- Training and development
Languages
English
Proficient (C2)
Tamil
Native
Malayalam
Fluent
Hindi
Intermediate
Timeline
Sales Coordinator
ASK Investment Managers Ltd
08.2022 - 09.2023
Sales Coordinator - Deputy Manager
Aditya Birla Sunlife Mutual Fund
03.2019 - 07.2022
Service Relationship Manager
Aditya Birla Sunlife Mutual Fund
04.2016 - 03.2019
Information Desk Officer
Bajaj Capital Ltd
09.2015 - 03.2016
Bachelor of Science - Mathematics
Alagappa University
06.2012 - 04.2015
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