F  Part of Presales & Business Development team for U.S. Clients.

F  Mapping international market (U.S.) for potential customers (Competitive Study, Market Research, and Company/Executives Profiling).

F  Identifying the prospects, Lead Generation, Coordination for meetings, Corporate Presentations on Company’s Products & Services offering.

F  Coordinating with onsite Business Development Managers for Meetings, Samples, Info Packs, and Response to Customer Queries & Lead Servicing.

F  Coordination along with other Presales Team Members for RFPs/RFIs.

F  Converting Leads into Business Accounts and follow up with Project Managers, UX team, Clients to ensure customer delight.

F  Managed Software Development Life Cycle (SDLC) of new software implementation for Clients including Business Requirements Gathering, Software Customization & Configuration, Client Training/User Acceptance Testing (UAT) and Software Application Deployment.

F  Created Customer communication materials including System Description Materials, Training Manuals.

F  Running Client meetings and assisting in managing client relationships at the global level.

F  Attracting & acquiring new clients through worksites, mailers, promotional activities.

F  Analyze clients’ financial needs, goals, risk profile and investment horizon and accordingly devise suitable strategies to suggest suitable financial products and services to ensure long term profit.

F  Creating, implementing and continually reviewing a customized financial plan designed to help clients pursue their long term goals and help clients to buy financial products such as insurance, mutual funds that fit in with their individual financial plan.

F  Achieving client satisfaction and loyalty through excellent service.