Dhiraj R Prasad

Preparing SEO & SEM for the company website

• Managed client accounts from acquisition to retention via B2B sales cycle management • Liaison between the tech department and the clients • Digitized the sales pitch with the help of statistical and graphical presentations on Microsoft PowerPoint

• Managed client information and placed trades for the mutual funds market in Ireland, Guernsey and The Channel Islands as a transfer agent • Generated daily and weekly team performance reports on MS Excel and other ad hoc reports while doing QC for the team • Updated and created procedural changes to accommodate offshore transition from Ireland to Bangalore • Provided on the job training to new hires

• Opening Accounts, Transferring of Funds, Bill Payments, Issue of Debit Cards, Issue of Checks, Stopping Payments, Issue of Statements, Providing Transaction Details etc. • Sold credit cards, debit cards, current &/or savings accounts