Lizelle Pereira

• Managed a portfolio of Global and Local corporate organizations spread across IT , Engineering , Pharma, Consulting firms and Financial Institutions with an average account balance of $100Mn.
• Working cross- functionality with global product, coverage, sales and regulatory teams within the bank to deliver complex finance and treasury solutions for Existing clients with a high focus on revenue retention and to achieve a maximum share of wallet.
• Drove change initiatives to improvise and enhance customer service experience by constantly engaging with clients through online and in-person reviews, discussing new solutions and incremental business opportunities.
• Guided corporate clients liaising with Regulatory teams for Commercial Borrowings upto $ 750Mn and Foreign direct Investments.
• Have been a part of Reverse mentoring session where I have engaged and mentored the senior leadership team on the perspectives and ideas of the new generation which will help them with useful insights in helping multi-generations thrive at a workplace.
• Spearheaded team efforts to achieve high NPS scores, driving customer satisfaction.

• Established relationships with Senior sales managers and assisted them in managing their portfolio in identifying sectors to maintain existing clients and generate new income for business.
• Reached out to potential customers in Mumbai , Pune and Gujarat (West India) via telephone, email, and set up 25+ introduction meetings to further elaborate on our solution propositions.
• Responsible for pricing, reviewing and negotiating full range of Cash management services for local as well as MNC corporates with any cost reduction initiatives by HSBC group.
• Collaborated with the Country Head of Sales by developing compelling presentation decks and collating sales data from all regions to analyze the number of deals in pipeline and determine approach to improve performance.
• Worked with relevant stakeholders in ensuring timely completion of onboarding and implementation of new customers and actively engaging with client by being their primary point of contact.
• Represented the bank and promoted products at conferences and Trade fairs.

• Offered hands-on assistance to Critical customers, assessing needs, in selecting services that best fit their requirements.
• Resolved customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
• Monitored and analyzed customer feedback to track patterns in feedback and report areas for improvement to management.
• Cross-trained New staff on products and processes and mentored them during Escalations.
• Maintained up-to-date knowledge of product and service changes.

• Responded to customer requests for products, services, and company information.

Local Retail clients (Citi Gold and Salaried employees Segment)

• Assisted Salaried employee banking accounts with Loan and overdraft facilities.
• Handled CitiGold and CitiBusiness customer queries regarding account maintenance,Fixed deposits and Investment options.

Non Resident Banking Segment

• Promoted to be a part of the NRI banking team and gained experience and knowledge to the products offered to NRI clients.
• Assisted NRI Clients with NRE , NRO account queries, KYC , documentation and FCY deposits.
• Handheld clients with process of Cross border Remittances and guided them with best Fx rates offered by bank.
• Guided clients with the process of Repatriation and adherence to FEMA guidelines.