Head-Sales Operations and Effectiveness• Lead the System Track for LTI & Mindtree Integration from Sales side• Product owner for SFDC Implementation • Target, Incentive and Appraisal Management, • Data Analysis (Pipeline, Revenue forecasting, Profitability)• Margin Improvement• Pricing Premiumization

• Head-Sales Operations and Effectiveness• Target, Incentive and Appraisal Management, • Data Analysis (Pipeline, Revenue forecasting, Profitability)• Margin Improvement• Pricing Premiumization

• Run Product Familiarization Campaigns• Run E campaigns on salesforce.com• Manage end to end client visits.• Worked with Bid Managers on RFI/RFP response. • Work directly with Management on various strategic assignments• Developed Sales Analysis Dashboard using Qlikview Tool.• Management and analysis of EMEA sales pipeline• Analysis of bid budget and monthly evaluation of the same• Variance Analysis (Budgeted vs. Actuals, Budgeted vs. Forecated)• Work closely with the UK Sales Operations on various sales pipeline reports • Preparation of monthly business development presentation for the UK leadership team.• Win Loss Analysis on weekly and monthly basis.• Budgeting and forecasting • Updating the senior management on various strategic deals

• Supervised preparation of interim and year-end financial statements for clients, met 100% client requirements and reporting guidelines (Worked majorly on QuickBooks)• Supervised the work done for Sales Tax and Payroll Tax Returns • Prepared of Corporate Tax Returns(Worked on Drake Software)• Streamlined and prioritized tax preparation process• Administered off shore BPO office • Posted in India for 5 months to streamline the BPO office.

• Responsible for the Branch’s marketing plans, including banner selection, positioning and deciding on the various promotional gifts to clients.• Developed portfolio marketing strategies to engage new costumers• Maintained one of the highest retention rates for existing customers in the entire cluster• Maintained one of the highest lead conversions to lead generation ratios in the cluster• Managed high net worth portfolios; structured/restructured assets allocation, consistently achieved higher returns than the market• Designed client's financial plan focusing on tax saving strategies; advised clients about appropriate investment vehicles, resulting in additional tax savings• Supervised a staff with diverse responsibilities, oversaw sales and operational figures to determine goals and objectives. • Was the only Personal Banker from Delhi Region to have won an all paid International trip to Phuket, Thailand for an outstanding performance in HDFC Standard Life Insurance sales• Was promoted midterm for achieving an “above expectation” performance.• Worked on all the operation areas in Retail Banking (Locker, ATM, Teller, and Personal Banking).