Usha Khatri

Experience

• 

  Anand Rathi Financial Services Limited

  May 2010 - Aug 2010

  Financial Planner

  Market Research of the allocated area & finding Opportunity of business of various financialproducts.• Meeting Clients, understanding their need of products for investment & advising the same.• Selling all the financial products (Mutual funds of all the AMCs, Insurance policies, CorporateFDs, Various Bonds & Demat A/C).• Understanding the risk apatite of the client & advising them investment products accordingly.Managing portfolio of the client’s Investments with regular updates & required changes in it. Show less

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  Dodhia Synthetics Ltd.

  Nov 2010 - Mar 2015

  Sales Coordinator

  Entering orders, ensuring they are processed according to customer requirements, and ensuring all orders are accurate anddelivered on time. I heavily used Outlook, Excel & SAP platforms to accomplish the task.● Handling orders by phone, email, or mail and checking the orders have the correct prices, discounts, and product numbers.● Collaborating with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. Developingand maintaining filing systems to maintain sales records, prepare reports, and provide financial information to the financedepartment.● Handling urgent calls, emails, and messages when sales representatives are unavailable, answering customer queries,informing them of delays, arranging delivery dates, and scheduling marketing events.● Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring allSales Representatives have high-quality, up-to-date support material. Show less

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  20 microns Ltd

  Jan 2018 - Oct 2018

  documentation. I used to work with various departments i.e., Marketing, Production, Packaging, Transportation, Supplychain & Accounts to fulfill all the client requirements by acting as the first point of contact for the client.● Worked closely marketing department right from giving order confirmation to delivery & documentation of the goods. Iheavily used Outlook, Excel & SAP platforms to fulfill the task.● Continuously follow up with those in charge of various departments to make work done & time goods delivery.● Done sampling of the newly launched product & kept a record of the same for future reference if bulk order received.● Filed all the documents once goods were on board for delivery & kept a record of the same as a soft copy Show less

  • Export Coordinator

    Jan 2018 - Oct 2018

  • Export Coordinator

    Jan 2018 - Oct 2018
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  NielsenIQ

  Nov 2018 - now

  • Sr Data Processing Specialist

    Jul 2022 - now

  • Data Processing Specialist

    Nov 2018 - Jun 2022