Summary
Overview
Work History
Education
Skills
Craft
Timeline
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Lavleena Atre

Brisbane,QLD

Summary

Resourceful Account Manager with excellent client oversight, issue resolution and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.

Overview

16
16
years of professional experience

Work History

Account Manager - SME Expansion

MYOB
02.2022 - Current
  • Spearheaded strategic initiatives to significantly expand the SME customer base, driving remarkable revenue growth and market penetration.
  • Cultivated and nurtured robust relationships with clients, delivering bespoke solutions to meet their unique needs.
  • Orchestrated seamless collaboration across cross-functional teams to develop and implement highly effective sales strategies, resulting in unparalleled customer satisfaction.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Set clear sales goals to identify activities and behaviours to advance the sales process and close deals.
  • Achieved and exceeded company-defined sales quotas.

Media Sales Consultant

News Corp Australia
08.2021 - 12.2021
  • Optimized nationwide sales opportunities and customer services for NewsCorp's print and digital platforms, showcasing unparalleled sales acumen.
  • Expertly assisted advertisers in crafting innovative advertising solutions across various media channels, amplifying brand visibility and impact.
  • Handled inbound and outbound customer interactions with finesse, leveraging advanced CRM platforms to ensure seamless customer experiences.
  • Provided expert advice on media planning, buying, and strategy development for a diverse range of clients.
  • Helped customers in determining design and layout of sold and spec ads.
  • Sold non-traditional advertising in niche publications, commercial publications, digital platforms, and direct mail formats.

Business Manager

Decisive Analytical Systems Pvt Ltd
02.2014 - 10.2017
  • Commanded large-scale budget accounts with finesse, consistently exceeding project goals and delivering exceptional results.
  • Pioneered groundbreaking marketing and sales plans, collaborating closely with senior management to drive organizational growth and success.
  • Championed a customer-centric approach, diligently reviewing feedback to implement service enhancements, resulting in elevated customer satisfaction levels.
  • Gain the ample amount of onboard work experience in Website Analytics, Automation and Marketing Automation

Deputy Manager - Customer Relations

Kotak Mahindra Bank
05.2010 - 10.2013
  • Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
  • Worked as a critical person for Internet Banking and mobile banking activation.
  • Understand customer's profiles and requirements and develop plans to address them
  • Supervised day-to-day operations to meet performance, quality, and service expectations.
  • Deepen Business accounts, Savings accounts, and Term deposit relationships from mapped customers.
  • Made communication with newly acquired account customers for activation on Mobile Banking/ Internet Banking, E-tax collection, Bill-pay, and other services to make it transactional.
  • Cross-sell of banking products to mapped customers
  • Resolve customer complaints quickly and effectively to maintain a complete relationship record for assigned customer accounts.

Bancassurance Officer

HDFC Bank
06.2009 - 05.2010


  • Handled operations and advisory for fund management and HDFC Standard Life Insurance plans.
  • Responsible for giving exclusive financial services to HDFC Bank's elite customers.
  • Trained bank staff insurance and financial services sales.
  • Provided information on company's financial products according to the customers need

Associate Financial Services Manager

ICICI Prudential Life Insurance
08.2008 - 06.2009


  • Recommended strategic asset allocations based on individual client needs, optimizing portfolio performance potential.
  • Provided financial services and resolved customer queries. Suggested them the different portfolios of Investments with the company's Insurance Plans.
  • Handled responsibilities like helping customers by analyzing their risk-taking capacity and managing their financial portfolios.

Education

Post Graduate in Finance And Insurance Management - Finance And Insurance

International School of Business & Media
Pune, India

Bachelor of Commerce - Business Economics And Accounting

Swami Ramanand Teerth Marathwada University
Yashwant College, Nanded

Skills

  • Client Relationship Building
  • Strategic Account Planning
  • Opportunities Identification
  • Sales Techniques
  • Website Analytics
  • Marketing Automation
  • Business Development
  • Retail Banking

Craft

I like to spend my weekends with clay art and teaching my son how to make clay Tea Coasters and terracotta accessories.

Timeline

Account Manager - SME Expansion

MYOB
02.2022 - Current

Media Sales Consultant

News Corp Australia
08.2021 - 12.2021

Business Manager

Decisive Analytical Systems Pvt Ltd
02.2014 - 10.2017

Deputy Manager - Customer Relations

Kotak Mahindra Bank
05.2010 - 10.2013

Bancassurance Officer

HDFC Bank
06.2009 - 05.2010

Associate Financial Services Manager

ICICI Prudential Life Insurance
08.2008 - 06.2009

Post Graduate in Finance And Insurance Management - Finance And Insurance

International School of Business & Media

Bachelor of Commerce - Business Economics And Accounting

Swami Ramanand Teerth Marathwada University
Lavleena Atre