AMITA Nambiar
Ashland,MA
Summary
Dynamic and results-driven professional with a unique blend of experience as a Banking Center Manager and Inside Sales Professional, now looking to transition into a Customer Success Manager role. Skilled in managing complex financial operations, leading high-performing teams, and driving customer satisfaction. Proven track record in inside sales, with a strong understanding of customer relationship management, sales strategies, cross-functional collaboration and achieving sales targets. Demonstrated ability to bridge operational excellence with customer success through effective communication, problem-solving, and data-driven insights.
Overview
21
21
years of professional experience
Work History
Sr. Renewal Sales Representative
The Mathworks
10.2018 - Current
- Manage a portfolio of customer accounts, focusing on renewing software licenses and subscriptions
- Develop and maintain strong relationships with customers and ensure timely license activations
- Design and implement sales strategies to maximize renewal rates and achieve or exceed sales targets
- Analyze customer data to identify value-add opportunities and potential risks
- Ensure high levels of customer satisfaction by providing exceptional customer service and addressing any license-related concerns or issues
- Work with customers to understand their needs and identify opportunities for additional product or service adoption
- Coordinate with sales teams to identify upsell and cross-sell opportunities during the renewal process
- Manage the sales pipeline, tracking upcoming renewals and ensuring timely follow-up with customers
- Use CRM (Salesforce) tools to maintain accurate and up-to-date records of customer interactions
- Develop accurate renewal forecasts based on historical data and customer insights
- Prepare regular reports on renewal sales performance and provide recommendations for improvement
- Educate customers on the value of renewing their licenses and staying current with software updates
- Ensure compliance with internal policies and legal requirements during the renewal process.
Financial Center Operations Manager
BANK OF AMERICA.
05.2014 - 10.2018
- Oversee the daily operations of the financial center, ensuring smooth and efficient processing of transactions, such as deposits, withdrawals, loans, and account openings
- Monitor operational workflows and implement process improvements to enhance efficiency and customer service
- Ensure compliance with all banking regulations, internal policies, and audit requirements
- Conduct regular risk assessments and implement internal controls to mitigate operational risks
- Stay updated on industry regulations and best practices to ensure ongoing compliance
- Maintain a customer-centric approach, ensuring that customers receive high-quality service and support
- Resolve customer complaints and issues promptly, including escalations when necessary to ensure customer satisfaction
- Identify opportunities to improve the customer experience and suggest solutions to meet customer needs.
Assistant Manager – Operations
GE Money Financial services LTD.
01.2006 - 01.2008
- Lead team responsible for handling post loan disbursement customer queries and loan disbursements
- Build and maintain strong relationships with clients, providing personalized service
- Stay updated on industry trends, banking products, and regulatory changes through ongoing training and professional development to enhance knowledge and skills
- Periodically analyzed customer queries/requests to ensure speedier resolutions on queries of repetitive nature
- Facilitated and resolved escalations in a timely manner.
Customer Account Manager
ICICI Bank LTD.
01.2003 - 01.2006
- Address client inquiries, resolve issues, and handle complaints in a timely and professional manner, ensuring a positive customer experience
- Root cause analysis done as needed to prevent re-occurrence
- Owned Customer Service requests for the branch using Siebel and ensure favorable closures within expected Turn Around Time (TAT)
- Oversee the accounts of clients, Reconciliation of loans to eliminated potential operational delinquencies, take care of loan pre-payment, loan closures, document release and refunds thereof
- Adhere to internal policies and procedures coupled with regulatory requirements while conducting Non-Discrepancy Check on mortgage loans.
Education
MBA - Financial Management
Pune University
Skills
- Customer Relationship Management
- Cross-Functional Collaboration
- Team Leadership & Development
- Problem Solving
- Data Driven Insights & Decision Making
- Process Improvement Initiatives
- Technology & CRM Systems
- Banking Operations & Compliance
Teamleadershipanddevelopment
Strong experience in leading teams in both financial operations and sales environments. Skilled at fostering a collaborative culture, mentoring team members, and promoting a commitment to customer success.
Customerrelationshipmanagement
Deep understanding of building and maintaining strong customer relationships, anticipating customer needs, and ensuring customer satisfaction through proactive engagement and support.
Crossfunctionalcollaboration
Experienced in working across various departments, including finance, compliance, sales, and customer service, to ensure seamless operations and enhance customer experiences.
Problemsolvingandadaptability
Skilled at identifying and resolving operational and customer-related issues. Adaptable to changing business environments and quick to learn new technologies and processes.
Datadrivendecisionmaking
Proficient in using data analytics to drive operational improvements and enhance customer success strategies. Experienced in leveraging CRM systems to track customer interactions and sales performance.
Educationandprofessionaldevelopment
- Masters of Business Administration – Financial Management, Pune University, Maharashtra, India
- Bachelors in Commerce – Specialized in Banking and Finance, Pune University, Maharashtra, India
Otherexperiences
LVA Literacy Unlimited, Framingham Public Library, Tutor for ESOL (English Speaking for Speakers of Other Languages) Program, 06/2009, 10/2010
Insidesalesandcustomersuccess
Proven success in inside sales, with a focus on generating renewals revenue, improving the customers’ license base and managing overall customer relationship. Adept at understanding customer needs and providing tailored solutions to drive customer success.
Awards
- Outstanding Performance recognition by GE
- Top Performer Awards by Bank of America
- Rep of the quarter award by MathWorks
Timeline
Sr. Renewal Sales Representative
The Mathworks
10.2018 - Current
Financial Center Operations Manager
BANK OF AMERICA.
05.2014 - 10.2018
Assistant Manager – Operations
GE Money Financial services LTD.
01.2006 - 01.2008
Customer Account Manager
ICICI Bank LTD.
01.2003 - 01.2006
MBA - Financial Management
Pune University
Similar Profiles
Aarthi AnanthAarthi Ananth
Test Strategy Lead for GenAI-based Copilot Product at The MathWorksTest Strategy Lead for GenAI-based Copilot Product at The MathWorks
Luxi ZengLuxi Zeng
Release Engineer at The MathWorksRelease Engineer at The MathWorks
Narendra NanalNarendra Nanal
Senior Software Engineer at MathWorks Inc.Senior Software Engineer at MathWorks Inc.
IRENE MBEYU IRUMBAIRENE MBEYU IRUMBA
Home Health Aide (Part Time) at Mary Anne Morse Home Care- FraminghamHome Health Aide (Part Time) at Mary Anne Morse Home Care- Framingham
Shivapriya BairavasundaramShivapriya Bairavasundaram
Site Coordinator at ymcaSite Coordinator at ymca