PREETI AHLUWALIA
Summary
Experienced sales professional with a track record of driving revenue growth and enhancing customer satisfaction. Skilled in building lasting client relationships, leveraging product knowledge, and implementing effective sales strategies. Demonstrates a dedication to teamwork and adaptability, consistently achieving goals in dynamic environments. Proficient in communication, problem-solving, and time management.
Overview
22
22
years of professional experience
Work History
Sales Associate
Clarendon Homes
08.2024 - Current
- Provided exceptional customer service, qualifying leads and connecting them with sales consultants to facilitate sales progression.
- Maintained impeccably presented display homes, enhancing customer experience and effectively showcasing key home features.
- Strategically placed marketing materials to maximize customer interest and generate sales leads.
- Delivered efficient and reliable administrative support, ensuring smooth front-desk operations.
Chiropractic Assistant
Superhealth
05.2023 - 08.2023
- Increased online visibility by 50%.
- Increased the volume of solution packages by 25%.
- Ensured two months of Forward Booking Appointments (FBA) for all regular clients.
Customer Service Consultant
Soudal
02.2020 - 08.2020
- Processed 70 plus purchase orders and invoices using the in-house Spiral soft system.
- Generated stock and backorder reports, allocating resources to the Customer Service team.
- Resolved customer complaints and inquiries, ensuring issue finalization.
- Managed 50 inbound and outbound calls, including opportunities for product upselling.
Key Account Manager
ZircoData
05.2018 - 09.2019
- Built and maintained strong client relationships to drive business growth.
- Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
- Successful completion of two tenders and winning the clients; 5 projects in the pipeline under proposal from various industries for back scanning, digitalization, destruction and data protection.
- Increase in Records Information Management bulk storage for 9 clients which has led to an increase in overall revenue of $50k per year for the length of the contract.
Channel Development Manager
NRMA
08.2017 - 03.2018
- Project Manager of the new CMO product with end to end launch and dealing with all areas of the business to ensure timely deliverable from Technology, Marketing, Data, Customer Service and Operations.
- Successful launch of 2 CMO products; Mitsubishi and Subaru with manual workflows to ensure we met our deadline and commitment with Assist Australia (AMS).
- Created the communication channel and built strong relationships between the various internal departments within NRMA and Assist Australia through fortnightly meetings with Marketing, Technology, Data and Operations.
- Introduced active marketing initiatives for CMO/AMS products; Point of Sale (POS) collateral for AMS, customer surveys, workshop to map the customer journey/process and creation of an accurate report.
Client Account Manager
Investlink Group
01.2016 - 05.2016
- Developed competitive comparison tables of the various products pricing, fees, ratings, and category and product performance to use for account sales calls.
- Built client relationships by acting as the liaison between the customer service and sales teams.
- Consistently exceeded monthly sales quotas by more than 15% by pursuing leads and expanding the prospect list.
- Helped meet and set up appointments for the advisor with an average of 8 clients per week consistently.
Client Relationship Manager
Ultradata
04.2011 - 09.2013
- Managed and grew portfolio of 46 accounts for Tier 1 & 2; two of the major banks, NAB & ANZ.
- Acquired $4.5M in sales revenue in 2.5 years.
- Handled the highest volume account in the QLD, NSW and VIC territory; generating more than $500k in revenue in 3 month period.
- Met with an average of 8 clients per month consistently, resulting in a 10% client retention rate.
- Increased customer satisfaction and positive feedback with Ultradata CRM system by 10% in the following states; QLD, NSW and VIC.
- Selected to represent and network at the Grand Prix Corporate Box Business Function.
Business Analyst
Westpac
01.2010 - 10.2010
- Researched and resolved issues regarding the integrity of data flow into databases.
- Assisted in streamlining the verification process to increase output from 20 to 28 cases per BA.
- Supported team leaders in training new BA on the system, cross checking of files and further analysis of data.
- Identified process inefficiencies through gap analysis.
- Conducted interviews with key business users to collect information on business processes and user requirements.
Assistant Manager
Department of Innovation, Industry, Science and Research (DIISR)
12.2009 - 05.2010
- Assist the manager to provide policy advice input on a wide range of tax, finance, banking and public spending matters.
- High level negotiation and liaison tasks with other Departmental areas, other Government authorities and external agencies.
- Attended an SME meeting with Dr Craig Emerson and local businesses in QLD to provide information and advice on policy support.
- Worked directly with various other government departments and subdivisions to achieve coordinated output for cash flow analysis projects, ministerial briefing notes and policies.
Merchant SME Specialist
ANZ
11.2008 - 11.2009
- Work collaboratively with ANZ Small Business and Business Banking front-line personnel to cross-sell ANZ merchant facilities by educating/presenting to the ANZ Branch staff to cross-sell merchant facilities to business customers resulted in an increase in the number of warm referrals obtained.
- Develop and nurture a network of internal and external contacts which assist in sourcing new business, maximizing existing business and increasing competitive positioning.
- Consistently met and exceeded sales targets of 39 'new new' SME's (Small to Medium Enterprises).
- Assisted business growth and representation of ANZ in Northern NSW by 33%.
Assistant Manager
ANZ
07.2005 - 11.2008
- Grew and retained the customer base; monitored and analyzed customer financial strategies, maintained a strong understanding of the financial industry and associated markets.
- Performed financial analysis of customer-provided statements; identified trends and issues, and made recommendations for strategies to address.
- Identified and pursued cross-selling opportunities by building rapport with clients and understanding their business needs.
- Managed $32M deal with tier 1 client (Dexion Ltd) and conducted all Due Diligence for this deal.
- Consistently met and exceeded quarterly cross-selling/up-selling targets of 5 different products a month.
Customer Relations Consultant
BT Financial Group Limited
03.2003 - 07.2005
- Responded to enquiries from investors, advisers and corporate bodies, providing detailed information regarding all areas of funds management.
- Consistently met and exceeded monthly Key Performance Indicators (KPIs); scored greater than 90% with a High Achievement rating.
- Managed and coordinated the BT Customer Relations email system, consisting of over 500 emails per day.
- Devised and created templates to more efficiently manage the system.
Education
Reflexology -
Australian School of Reflexology
Sydney, NSW01.2023
Master of Commerce - Business, Entrepreneurship
Macquarie University
Sydney, NSW01.2009
Bachelor of Commerce - Economics
Macquarie University
Sydney, NSW01.2002
Skills
- Communication
- Relationship Management
- Sales
- Financial Analysis
- CPR Certified
- Excellent people skills
- Multi-tasking strength
- Relationship building
- Verbal/written communication
- Client service
- Sales expertise
- Professional demeanor
LANGUAGES
Hindi
Punjabi
Timeline
Sales Associate
Clarendon Homes
08.2024 - Current
Chiropractic Assistant
Superhealth
05.2023 - 08.2023
Customer Service Consultant
Soudal
02.2020 - 08.2020
Key Account Manager
ZircoData
05.2018 - 09.2019
Channel Development Manager
NRMA
08.2017 - 03.2018
Client Account Manager
Investlink Group
01.2016 - 05.2016
Client Relationship Manager
Ultradata
04.2011 - 09.2013
Business Analyst
Westpac
01.2010 - 10.2010
Assistant Manager
Department of Innovation, Industry, Science and Research (DIISR)
12.2009 - 05.2010
Merchant SME Specialist
ANZ
11.2008 - 11.2009
Assistant Manager
ANZ
07.2005 - 11.2008
Customer Relations Consultant
BT Financial Group Limited
03.2003 - 07.2005
Reflexology -
Australian School of Reflexology
Master of Commerce - Business, Entrepreneurship
Macquarie University
Bachelor of Commerce - Economics
Macquarie University
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