Preeti Rathi

To be a valuable asset to the organization, through self development, taking initiative, being an excellent team player, hard work, accepting challenges, and striving to be a diligent and honest leader.

Sales Administration Manager - T and D Diagnostic India Pvt. Ltd. - Noida

(2024-02)

• Taking care of all requirements of analyzers and Reagents.
• End to end process of Reagent and orders monitoring
• Maintain the stock of reagents and instruments Monitoring of Distributor orders
• Coordination with Canada and Netherland warehouses for smooth dispatch of goods
• Preparation of Quotations-Reagents & controls
• Handling office Petty cash
• Payment to Vendors
• Ensure the integrity ,accuracy and consistency of supply chain related data
• Participated at Medlab (Dubai) for promotion in Feb 2024
• My name appeared in Medgate Today magazine and given interview also.
• Visited and attended meeting at Dubai in Jul 2024
• Meeting with the distributors for promotion of our products
• Created Sales Team and handling the same
• Follow up with customers for outstanding payments

Senior Sales Administration - Transasia Bio Medical - Rajendra Place

(2017-07 - 2023-11)

• Taking care of all requirements of Dr Lal Pathlab Diagnostic (Reagents,controls,spares) Pan India
• End to end process of Reagent Rental customers orders monitoring
• Reagent Rental and KeyA/c customers payment monitoring
• Distributor ordersincluding controls monitoring
• Coordination with CFA's /warehouses for smooth dispatch of goods to customers
• Preparation of Quotations-Reagents & controls
• Handling office Petty cash
• Payment to Vendors
• Working in ERP (Oracle) software
• Visiting and Meeting with customersfor outstanding payments
• Ensure the integrity ,accuracy and consistency of supply chain related data
• Taking care of service department including controls,spares,AMC/CMC

Assistant Manager - MaxLife Insurance - Gurgaon

(2015-04 - 2017-07)

• Responsible for post sales services of policies, coordinating with business partners (Aegis at Noida and OICS at Janakpuri) for renewals,ensuringsolution to client queries and grievances.
• One point contact for all post issuance service requests/complaints
• Resolving all types of customer queries
• Ensured Adherence and Compliance to the internal and regulatory Policies
• Preparing Daily MIS reports
• Keep track of the issuance of the case
• Maintaining the data of renewal of policies
• Coordinating with Regional Managers and Zonal Managers for the renewals of HNIcustomers (Pan India)
• Maintaining budget for the recruitment in Business Partner.
• Maintaining cost and revenue for the contest launched for Business Partner.
• Planning strategies to increase the performance and productivity of the organization.

Operation Executive - Kotak Life Insurance - Janakpuri

(2011-11 - 2014-11)

• Responsible for post sales services of policies, coordinating with clients for renewals,document updating, ensuring solution to client queries and grievances.
• Handled Walk-incustomers for pre and post sales services.
• Ensured Adherence and Compliance to the internal and regulatory Policies
• One point contact for all pre & post issuance service requests/complaints
• Coordinated with Central department & Branch sales team for branch issuances
• Resolving all types of customer queries
• Scrutinyof Advisors application form,co-ordination with IRDA and other training and commission disbursement
• Managed the Advisor Licensing Process at branch level
• Adherence to Banking & Cash Management Process
• Preparing Daily MIS reports
• First hand audit of the proposal forms
• Resolving and controlling the level of discrepancies in the cases
• Keep track of the issuance of the case
• Maintaining the data of renewal of policies
• Inventory and expenses management for the branch
• Fixing up the appointment with the Doctor for Medical Check Up

PGDBA - Operations - Symbiosis University (2012)

Diploma - Multimedia - DICS

B.A - B.A(Prog.) - SPM College (Delhi University) (2008)

12th - C.B.S.E. Board (2005)

10th - C.B.S.E. Board (2003)