Sujatha Iyer, ITIL v3

Senior Account Executive at Babbage IT (Formerly Alleanza Services)
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Contact Information
us****@****om
(386) 825-5501
Location
Derwood, Maryland, United States, US

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Experience

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Senior Account Executive
      • May 2021 - Present

    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Director- Business Development
      • Aug 2016 - Apr 2021

      • Working as business development executive driving sales performance and acquiring new business in existing and emerging markets. • Responsible for maintaining and enhancing client relationships with focus on customer satisfaction with a proactive, process-driven and goal-oriented approach. SPECIALIZED SKILLS: • Strategic Planning and Execution • Business Development and Customer Satisfaction • Client Management • Product Presentation and Referrals • Talent Acquisition and Retention • Team Building / Motivational Leadership Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Manager - Assistant Vice President
      • Jan 2013 - Jul 2016

      • Managed a level V branch in Springfield, VA and managed a level VI branch in Reston, VA. • Managed sale of bank products, new business operations, customer service and teller/operational activities. • Ensured that regulatory compliance, internal policies and procedures are followed consistently. • Responsible for partnering with Financial Advisors and Premier Bankers to expand client relationships and to bring in investment revenue to help in the profitable growth of the company. • Build a strong and successful premier partnership to help the branch and company goals. • Leading from the front to achieve personal production and ensure that all teammates consistently achieve their goals. • Set clear expectations using effective communication skills and role modeling. • Focus on team accountability to achieve personal and branch goals with a collective effort. • Consistently managed to build a strong loan and mortgage pipeline. Worked with underwriters to ensure the process was seamless for clients. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Manager
      • Nov 2010 - Mar 2012

      • Managed a level III branch with five bankers and eight tellers.• Executed all sales activities, established and achieved goals through effective sales management techniques. • Responsible for recruiting, training, staffing, coaching customer service representatives and personal bankers on client profiling and oversee monthly sales figures to determine if goals are met.• Exceeded goals and expectations, conducted skills assessment, performance management and provided constructive development feedback to the team.• Worked with loan processors and mortgage underwriters to consistently deliver strong lending results for the branch and company.• Drove the post-acquisition operational conversion from Wachovia to Wells Fargo, maintaining fully operational systems. • Delivered basic product training, security and operations procedures to staff and helped the team to seamlessly transition from Wachovia to Wells Fargo systems without affecting productivity. Show less

    • Branch Manager
      • Jan 2010 - Nov 2010

      • Relocated from California to Virginia and joined Wachovia Bank in Washington DC as Store Manager I.• Managed a level I branch with two bankers and four tellers.• Increased business by building new client relationships, and maximized customer satisfaction with quality service. • Generated new business through presentation of bank products to customers and follow-up on a regular basis.• Utilized consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with customers. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker I & II
      • Apr 2006 - Nov 2009

      • Offered and sold financial products and services to consumers and small business customers.• Interacted with customers to ascertain their needs and match them to the best banking products and services.• Opened deposit accounts, handled loan applications, and managed various customer service issues.• Managed customer portfolios, serviced relationships and cross-sold financial products to acquire 100% of customer business.• Leveraged in depth product knowledge to assist the branch in meeting its goals.• Demonstrated ongoing commitment and a tireless work ethic complemented by expert knowledge of credit and fraud related situations. Show less

    • Customer Service Representative
      • Apr 2005 - Apr 2006

      • Responsible for providing prompt quality customer service along with support to bankers and store management.• Solicited new accounts and cross-sold products and services.• Manage and service new and existing customer accounts.• Follow-up on teller referrals and handle cash transactions as and when necessary.• Perform wide-range of activities including document preparations, account servicing/maintenance, and problem resolution.• Maintain good professional relationship with customers, responding quickly to ensure superior customer service and satisfaction. Show less

    • Insurance Agent
      • Apr 2004 - Mar 2005

      • Responsible for selling life and health insurance products and cross-selling other insurance products to customers through accurate assessment of their requirements. • Attended business mixers organized by Sunnyvale Chamber of Commerce on behalf of the company. • Responsible for selling life and health insurance products and cross-selling other insurance products to customers through accurate assessment of their requirements. • Attended business mixers organized by Sunnyvale Chamber of Commerce on behalf of the company.

    • Auditor
      • Mar 1998 - Sep 1999

      • Responsible for auditing loan operations, application and disbursement of loans and auditing the variable interest changes and the corresponding calculations. • Instituted internal controls and provided recommendations for improvising the loan disbursement procedures. • Completed Tax Audit and certified the financial accounts of the company. • Responsible for auditing loan operations, application and disbursement of loans and auditing the variable interest changes and the corresponding calculations. • Instituted internal controls and provided recommendations for improvising the loan disbursement procedures. • Completed Tax Audit and certified the financial accounts of the company.

    • Auditor
      • Apr 1996 - Sep 1999

      • Worked for the Chartered Accountants firm, M/s S B Billimoria and Company for more than three years and during the tenure served as auditor for the following clients: • Housing Development Finance Corporation • Countrywide Financial Leasing Services • Tata Electric Company Ltd • Worked for the Chartered Accountants firm, M/s S B Billimoria and Company for more than three years and during the tenure served as auditor for the following clients: • Housing Development Finance Corporation • Countrywide Financial Leasing Services • Tata Electric Company Ltd

    • Auditor
      • Sep 1997 - Mar 1998

      • Responsible for auditing leasing transactions and verifying lease contracts. • Reconciled the Bank Reconciliation Statements, for the financial year. • Worked with a team of auditors to certify the financial accounts of the company. • Responsible for auditing leasing transactions and verifying lease contracts. • Reconciled the Bank Reconciliation Statements, for the financial year. • Worked with a team of auditors to certify the financial accounts of the company.

  • Tata Electric Company Ltd
    • Mumbai Area, India
    • Auditor
      • Apr 1996 - Aug 1997

      • Audited cash and bank balances at various branches to verify compliance with the book of accounts. • Analyzed and computed the various turnover, liquidity, and composite ratios. • Duties included management reporting, reviewing branch accounts and consolidation of corporate accounts. • Audited cash and bank balances at various branches to verify compliance with the book of accounts. • Analyzed and computed the various turnover, liquidity, and composite ratios. • Duties included management reporting, reviewing branch accounts and consolidation of corporate accounts.

Education

  • University of Mumbai
    Bachelors Degree, Accounting
  • Institute of Chartered Accountants of India
    Chartered Accountancy- Intermediate Group, Accounting and Finance
    1997 - 2000
  • Swami Vivekanand

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