ESHIKA GOPAUL

CPMO Team - Luxury Market Industry - EMEA

• Generate detailed reports assessing the effectiveness of current sales operations.
• Monitor customer feedback surveys to identify improvement opportunities in the services being delivered.
• Create dashboards and reporting tools for tracking key performance metrics.
• Delivering strategic forecasts, accompanied by analytics on significant trends. Produced custom visualizations, including bar graphs, pie charts, and trend lines, for sales analysis.
• Presenting results to management while responding to questions for strategy refinement.
• Maintain ongoing communication with stakeholders regarding project updates.
• Coordinate regular meetings with stakeholders (leadership and delivery leads) to evaluate progress and address changes with regard to the project/account.
• Prepare presentations and reports for executive-level meetings related to Sales Operations initiatives.
• Hosting weekly sales meetings with high-level executives, the Chief Financial Management Team, and the Contract Management Team.
• Working in the travel market industry as well—50%—main point of contact for both the luxury market industry and the travel market industry.

PMO Team - Financial Services (Canadian scope)

• Developed project plans to ensure successful completion of project deliverables within defined timeline and budget.
• Resolved conflicts among team members by utilizing effective problem solving techniques while maintaining a positive work environment at all times.
• Coordinated with vendors and contractors to ensure timely delivery of materials for project execution.
• Facilitated communication between team members by providing clear direction and expectations throughout the life cycle of the project.
• Implemented change management processes when necessary in order to accommodate shifting requirements due unforeseen circumstances.
• Provided technical guidance to team members in order to complete assigned tasks efficiently.
• Monitored the progress of projects on a daily basis and reported status updates to stakeholders.
• Negotiated contracts with third-party vendors for services needed during certain phases of the project development cycle.
• Built and established strong collaboration with teams, stakeholders, contractors, and third parties (Microsoft).
• Focused on project monitoring and management by developing forecasts and tracking expenses.
• Identified needs and coordinated resource allocation to deliver quality standards on time and within budget.
• Made changes to project scope and cost and implemented most effective change management processes to keep project up-to-date.
• Forecasted, scheduled and monitored project timelines, personnel performance, and cost efficiency.
• Developed financial reports detailing accounts receivable aging status.
• Answered customer inquiries regarding billings, payments, account status.
• Monitored accounts receivable activity to ensure timely payment of invoices.
• Provided support and guidance to colleagues to maintain a collaborative work environment, and provided training to new members of the team.

Account Opening Team: Private, Retail, and Corporate Customers.

• Preparation of the release of the sales deed and disbursement for corporate customers.
• Performed regular reviews of customer accounts to ensure compliance with regulations.
• Coordinated with other departments within the bank to meet customer needs.
• Resolved customer complaints in a timely manner.
• Evaluated member's creditworthiness for new services.
• Oversaw the processing of loan applications, from initial review to final approval and disbursement.
• Facilitated smooth onboarding process for new customers by ensuring all necessary documents are submitted correctly.
• Performed due diligence checks on high risk customers according to AML and KYC policies.
• Expedited payments by verifying accuracy and currency of vendor information.

COO Team - Wealth Account Opening - Offshore

• Participated in regular meetings with upper management regarding progress updates on current initiatives.
• Resolved customer inquiries promptly while maintaining a high level of customer satisfaction.
• Identified any discrepancies between customer application forms, supporting documents and regulatory requirements.
• Facilitated smooth onboarding process for new customers by ensuring all necessary documents are submitted correctly.
• Ensured that the company adheres to internal control standards by performing periodic reviews and audits of accounts opened and closed during the period under review.
• Attended meetings with senior management to discuss progress made towards achieving goals set out for the department.
• Provided support to team members whenever required.
• Ensured accurate data entry into the system by verifying inputted information regularly.
• Prepared reports detailing activities such as number of accounts opened or closed each day.
• Resolved customer queries related to account opening in a timely manner.
• Analyzed customer profiles to determine their risk level based on various criteria such as occupation, nationality or source of funds.
• Developed strategies for improving existing account opening process.
• Improved year-end inventory audit process to increase accuracy.
• Processed new account openings, including checking for compliance with Anti-Money Laundering rules.
• Working on the mandates of the MNC, distinguishing the signatories for payments and internet banking, to avoid fraudulent or suspicious transactions.

Marketing Team

• Provided customer service by answering questions, resolving problems, and responding to complaints in a timely manner.
• Attended staff meetings to discuss new products or changes in store policy or procedure.
• Informed customers about current promotions and discounts.
• Greeted customers and provided assistance with product selection.
• Adhered to all company policies and procedures regarding safety regulations, security measures, attendance policies.
• Assisted in creating displays to promote products.
• Completed daily reports on sales performance metrics such as units sold per hour, day, week, month.

• Processed invoices and reconciled accounts payable transactions.
• Assisted in the preparation of financial statements, reports and records.
• Assisted with the preparation of annual budgets and forecasts.
• Reconciled bank statements by comparing statements with general ledger entries.
• Performed clerical duties such as data entry into computer systems, scanning documents, filing paperwork.
• Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation.
• Prepared ad-hoc financial reports as requested by management.
• Calculated and filed tax returns, ensuring compliance with local regulations.