Sheran Sajid

Served as the primary point of contact for 300+ clients, achieving a 95% client retention rate through proactive engagement and personalised financial advisory. Promoted and cross-sold banking products including savings accounts, personal loans, credit cards, and investment products, consistently meeting and exceeding sales targets. Conducted account opening procedures in full compliance with KYC/AML regulations, ensuring zero regulatory lapses. Identified customer financial needs and delivered suitable, customised solutions aligned with their long-term goals. Resolved client queries and complaints in a timely, professional manner, resulting in measurable improvements in customer satisfaction scores. Drove digital banking adoption by promoting digital platforms and onboarding customers

Drove cost optimisation across consumables, electricity, local procurement, and petty cash, reducing operational expenses without compromising service quality. Generated detailed daily, weekly, and monthly reports for senior management, facilitating informed decision-making. Managed end-to-end inventory lifecycle: stock indent, GRN booking on the same day of receipt, storeroom organisation, and close monitoring of near-expiry products. Maintained comprehensive patient records including contact details, treatment history, and patient-wise consumption data. Coordinated with operations to ensure timely invoice submission and follow-up on monthly hospital payments. Led onboarding, training, and mentoring of new team members on protocols, systems, and customer service standards.

Created and maintained comprehensive management reports — end-of-month, quarterly, and annual — used across multiple departments for strategic planning. Enhanced data accuracy and reporting efficiency by implementing robust information management systems and streamlined processes. Worked closely with senior management to plan, develop, and execute data-driven technical strategies. Improved decision-making speed and quality by overhauling reporting procedures and dashboards.

Engaged with clients to understand requirements, generated leads, and converted them into long-term business relationships. Designed, specified, configured, and installed analog and digital CCTV security systems for commercial and residential clients. Provided end-to-end technical support to users for hardware and software issues, ensuring minimal downtime. Monitored and verified customer plans to ensure alignment with sales and operations objectives.