Anto Wilson Donbosco
London,United Kingdom
Summary
Results-oriented financial management professional with expertise in client relationship management and business development. Analyses financial data, resolves discrepancies, and achieves sales targets to foster business growth. Utilises strategic thinking to enhance workflows and operational efficiency while promoting teamwork and leadership.
Overview
5
5
years of professional experience
Work history
Assistant Sales Manager
HDFC BANK - Life
Chennai, India
2023.02 - 2024.02
- Developed and implemented sales strategies to expand client base and increase revenue.
- Directed sales operations, overseeing team performance and ensuring achievement of business objectives.
- Monitored team performance and provided training and mentorship to advisors, fostering a culture of continuous improvement.
- Collaborated with marketing and operations teams to enhance customer acquisition strategies and elevate service quality.
- Ensured compliance with company policies, regulatory standards, and ethical sales practices.
- Advised clients on financial planning, investment strategies, and insurance options to meet individual needs.
- Conducted market research for competitive analysis and strategic planning.
Assistant Managers customer Advisory Team
AXIS BANK -Max Life Insurance Pvt. Ltd
Chennai, India
2022.04 - 2023.02
- Led Customer Advisory Team, guiding clients on insurance and financial products to support informed decision-making.
- Advised clients on policy selection, investments, and long-term financial planning.
- Managed client portfolios, aligning strategies with financial goals to optimise client satisfaction and retention.
- Monitored team performance and supported advisors in achieving sales and service targets.
- Conducted client engagement initiatives and financial awareness programmes, fostering improved customer satisfaction and trust.
- Ensured compliance with company policies and regulatory requirements in all advisory activities.
Customer Relationship Officer
Team Lease Skills -BankBazaar Pvt. Ltd
2021.02 - 2022.03
- Met and exceeded monthly sales and service targets through proactive client engagement.
- Addressed customer queries and delivered tailored financial product recommendations to enhance client satisfaction.
- Guided customers through online applications for credit cards, loans, and insurance to facilitate successful submissions.
- Documented customer interactions and follow-ups in CRM systems to ensure comprehensive record-keeping.
- Collaborated with internal teams to ensure smooth processing of applications.
- Provided feedback to improve customer experience and streamline workflows.
Account Receivables
Catalyst Corporate Services Pvt. Ltd
2020.06 - 2021.02
- Managed accounts receivable processes, achieving accurate invoicing and facilitating timely collections.
- Resolved account discrepancies through client communication, promoting timely payment collection.
- Reconciled accounts and maintained accurate financial records.
- Supported processing of technical accounts and claims, contributing to operational efficiency.
- Managed documentation for audits and compliance purposes.
- Ensured all processes adhered to company policies and regulatory requirements.
Account Receivables
Omega Healthcare Management Services
2019.01 - 2020.06
- Managed comprehensive accounts receivable processes for healthcare clients, ensuring accuracy and efficiency across all transactions.
- Submitted claims and followed up on pending or denied payments to ensure timely collections.
- Posted and reconciled payments from insurance providers and patients, ensuring timely collections and minimising outstanding balances.
- Investigated claim denials and resolved discrepancies to maximize revenue.
- Reviewed and verified medical billing and coding, enhancing accuracy of insurance submissions and reducing errors.
- Coordinated with clients and insurance providers to resolve account issues efficiently.
- Prepared AR reports, aging statements, and financial summaries for management review.
Education
Master of Science - Computer Science
University of East London
East LondonBachelor of Science - Computer Science
Loyola College (Autonomous), University of Madras
IndiaSkills
- Sales strategy development
- Client advisory services
- Financial advisory
- Sales target achievement
- Client portfolio management
- Client relationship management
- Accounts receivable management
- Financial data analysis
- Data & system analysis
- Leadership & teamwork
- Problem-solving & decision making
- Workflow improvement
- Task management
- Interpersonal negotiation
Affiliations
- Chess game ,Songs
Timeline
Assistant Sales Manager
HDFC BANK - Life
2023.02 - 2024.02
Assistant Managers customer Advisory Team
AXIS BANK -Max Life Insurance Pvt. Ltd
2022.04 - 2023.02
Customer Relationship Officer
Team Lease Skills -BankBazaar Pvt. Ltd
2021.02 - 2022.03
Account Receivables
Catalyst Corporate Services Pvt. Ltd
2020.06 - 2021.02
Account Receivables
Omega Healthcare Management Services
2019.01 - 2020.06
Master of Science - Computer Science
University of East London
Bachelor of Science - Computer Science
Loyola College (Autonomous), University of Madras