Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Proposal Coordinator
EY GDS India Limited
Trivandrum, India
07.2023 - 09.2024
Analyzed request for proposal documents for clarity in order to identify any questions or issues requiring further clarification from the client.
Generated project timelines outlining tasks necessary for the successful completion of each step within the bid process.
Organized and maintained files, documents, and records related to proposals.
Researched industry trends and competitive intelligence for relevant topics in assigned RFPs.
Provided support in the development of visual graphics components such as charts, tables, and diagrams for proposals.
Assisted in the development of proposal responses including gathering data from multiple sources and synthesizing it into a cohesive document.
Conducted research on potential clients to determine their needs based on past projects or initiatives.
Collaborated with team members to develop compelling narratives that meet customer requirements.
Developed comprehensive proposal outlines and coordinated with subject matter experts to ensure the accuracy of the content.
Edited and proofread proposal drafts for grammar, syntax, spelling, punctuation, format, and style errors.
Reviewed final versions of submitted proposals prior to release ensuring quality control standards were met.
Coordinated with internal stakeholders to ensure timely submission of proposals.
Promoted to Associate III, within one year of service with the organization.
Received three Spot Awards and exceptional feedback from the clients.
Bank Teller
ESAF Small Finance Bank
, India
11.2019 - 10.2020
Balanced daily cash deposits and vault inventory with zero error rate.
Provided exceptional customer service to customers by answering inquiries, resolving complaints, and processing transactions in a timely manner.
Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Verified customer signatures on documents and ensured the accuracy of all paperwork before submitting it for approval.
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Maintained confidentiality of bank records, transactions, and customer information.
Handled large sums of money with accuracy while maintaining appropriate levels of security.
Processed loan payments by verifying funds availability prior to disbursing funds.
Cross-sold bank products such as savings accounts, current accounts, gold loans, and third-party insurance to existing clients.
Education
Post Graduate Diploma in Business Management - Finance And Business Analytics
Rajagiri Business School
Kochi, India
06-2023
Bachelor of Technology - Computer Science
College of Engineering Chengannur
Chengannur, India
04-2018
Skills
Customer Relationship Management
Time management abilities
Multitasking Abilities
Problem-solving abilities
Stakeholder Management
Adaptability
Team player
Reliability
Good communication skills
Quick learner
Certification
Digital Banking Certificate by the Indian Institute of Banking and Finance
Know Your Customer and Anti-Money Laundering Certification by the Indian Institute of Banking and Finance
Customer Services, Banking Codes, and Standards by the Indian Institute of Banking and Finance
Introduction to R, KPMG
SQL, KPMG
References
References available upon request.
Timeline
Proposal Coordinator
EY GDS India Limited
07.2023 - 09.2024
Bank Teller
ESAF Small Finance Bank
11.2019 - 10.2020
Post Graduate Diploma in Business Management - Finance And Business Analytics