Monika Kale
Perth,Australia
Summary
Experienced Business Development Manager with over 6 years of expertise in client acquisition, relationship management, and revenue growth in the financial and IT sectors. Skilled in market analysis, lead generation, and portfolio management, with a strong focus on compliance and customer satisfaction. Proficient in streamlining processes, training teams, and delivering data-driven insights to achieve business objectives.
Overview
9
9
years of professional experience
Work History
Senior Business Development Manager
CharteredMunshi
Delhi, India
04.2023 - 01.2024
- Identified opportunities in target markets for CharteredMunshi's products and services
- Generated leads through cold calling and networking at trade shows
- Developed and nurtured relationships with key customer accounts
- Prepared status reports on goals achieved
- Handled email management, including sorting, responding to, and forwarding important communications, ensuring timely follow-up and attention to urgent matters
- Prepared reports, presentations, and correspondence for internal and external communication, utilizing software like Microsoft Office (Word, Excel, PowerPoint)
Back-Office Specialist
Data Select LLC
Doha, Qatar
07.2019 - 09.2020
- Assisting and coordinating with sales team and marketing team
- Assisting front office staff in maintaining the office premises, scheduling events, and organizing meetings and appointments
- Documentation and reporting to the marketing department
- Preparing reports on competitor product analysis
- Ordering supplies and keeping track of the usage
- Helping HR in conducting interviews
- Keeping a close look at all equipment in the company and taking relevant action if equipment does not work properly or damages
- Keeping office supplies stocked
- Training new employees and maintaining the attendance of employees
Deputy Manager (Relationship Manager)
Kotak Mahindra Bank
Pune, India
02.2017 - 10.2018
- Primarily deals with retail customers and offers them banking and financial advisory
- Managing customers portfolios
- Supervise allotted account portfolios and ensure excellent customer service and assist in minimizing of financial risk
- Establishing, maintaining and enhancing the relationship between bank and customers
- Working with clients to help them make the right decisions with their accounts and explain the financial services on offer to them
- Monitors and analyzes competitor activities to assess threats to important clients
- Uses clients account knowledge for setting revenue targets and identifying resources needed to meet them
- Also identifies and organizes training, planned maintenance and other services, helping clients use the bank's products more productively
- Identifies opportunities for selling new products to clients
Business Relationship Partner (Officer)
Yes Bank
Pune, India
01.2016 - 02.2017
- Responsible for acquiring high quality current accounts
- Ensure compliance to KYC and other banking norms
- Ensure proactive registration and activation of acquired customers to direct banking channels
- CASA (Current account and Saving account) Acquisition
- Revenue Generation
- Achieving monthly target
- Maintaining good relationship between bank and customers
Senior Research Analyst
QED Baton
Pune, India
01.2015 - 01.2016
- Responsible for finding customer for the Lead Generation which sales company product
- Responsible for increasing the market cover of company
- Doing market research for the new product
- Achieving monthly target
Education
Bachelor of Computer Engineering - Computer Technology
Pune University
India06.2014
Diploma of Computer Technology - Computer Technology
Pune University
India06.2011
Skills
- Decision Making Skills
- Microsoft Office
- Problem Solving
- Adaptability
- Team Work
- Time Management
- Communication Skills
- Multitasking
- Customer Service
- Customer Sales
- Calendar Management
- Presentation Development
- Mail handling
- End-user support
- File Organization
- Document Management
- Social Media Management
- Microsoft Office Proficiency
- Task Prioritization
Languages
English
Personal Information
Visa Status: Skilled Work Regional (Provisional) (Subclass 491)
Timeline
Senior Business Development Manager
CharteredMunshi
04.2023 - 01.2024
Back-Office Specialist
Data Select LLC
07.2019 - 09.2020
Deputy Manager (Relationship Manager)
Kotak Mahindra Bank
02.2017 - 10.2018
Business Relationship Partner (Officer)
Yes Bank
01.2016 - 02.2017
Senior Research Analyst
QED Baton
01.2015 - 01.2016
Bachelor of Computer Engineering - Computer Technology
Pune University
Diploma of Computer Technology - Computer Technology
Pune University
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