Shruti Kharbanda Email & Phone Number

Brisbane City, Qld, Au

Brisbane, Australia

Key duties & responsibilities• Manage existing relationships with major business partners ensuring the contractual obligations are met• Develop positive relationships with clients• Act as the point of contact and handle customers’ individual needs• Resolve conflicts and provide solutions to customers in a timely manner• Report on the status of accounts and transactions• Set and track sales account targets, aligned with company objectives• Monitor sales metrics (e.g. quarterly sales results and annual forecasts)Key achievements• Engaged with customers to effectively build rapport and lasting relationships• Adhered to SLAs and reported back to the customer in a timely manner• Coordinated with internal and external stakeholders for a smooth account run• Assisted leadership team with board reports and other sporadic reports from CRM – Salesforce/UNIFY• Assisted CFO with forecasting exercise• Generated sales performance reports• Assisted sales team with SalesForce queries and trainings to new members

Brisbane, Queensland, Australia

Key duties & responsibilities• Generate and process new sales leads as directed by Wholesale manager and convert the same into sales orders using ERP system• Liaise with Finance on all sales related invoicing• Coordinate with internal departments (Sales/Finance/Logistics/Operations) to make sure that wholesale sales are executed in line with the direction of Wholesale manager• Provide any necessary data or reports to the Wholesale manager and senior management• Generate lots in ERP system and confirming sales contract interpretation with BDEs• Process settlement reports daily and liaise with Finance to raise related service/rebates to vendorsKey achievements• Developed work instructions and flowcharts for the wholesale and settlement process• Coordinated well with internal departments to have a streamline process• Tracked orders, logistics movement and payment status

Brisbane, Australia

Key duties & responsibilities• Undertake operational activities in the planning, implementation and delivering of community projects in Toowoomba and surrounds while completing a Certificate I in Business• Other responsibilities include – answering phones, greeting visitors, PA tasks, taking minutes of meeting, work health and safety (WHS)Key achievements• Certificate I in Business

India

Key duties & responsibilities• Prepare client’s case templates, reports and summaries• Deliver quality administrative, database, and general support to the consulting staff• Format and edit client’s documents to hide their confidential information and store them to the database• Disguise/sanitize and repackage content from client presentations and consulting projects in manner consistent with Bain’s professional standards guidelines• Reconcile new documents with existing similar documents to maintain a fresh knowledge base• Develop and update points of views, market/industry overviews, and credentials• Maintain knowledge databases and metrics to facilitate growth and operationsKey achievements• Worked for Industrial Good & Services Practice• Involved in creating content for regular Practice Area pipeline and revenue discussions• Managed content from the client presentations and consulting project• Created presentations for regular revenue discussions

India

Key duties & responsibilities• Prepare Quarterly and Monthly Investment Reports for all Fidelity’s Defined Benefits Clients using MS Office tools• Perform review of reports generated to maintain quality, accuracy and ensuring the meeting of deadlines• Primary and secondary research on various clients with respect to their reporting requirements• Perform error analysis on different reports prepared over the month and quarter• Direct dealing with Relationship Directors, Client Administration Managers and Client Service ManagersKey achievements• Interacted with various teams and functions to help resolve any query and/or process improvement• Trained and mentored new joiners