Bansri Santosh, Product & Sales Specialist

Bansri Santosh

Product & Sales Specialist

QFBA

Location
Qatar - Doha
Education
Bachelor's degree, Administration And Business Administration
Experience
22 years, 6 Months

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Work Experience

Total years of experience :22 years, 6 Months

Product & Sales Specialist at QFBA
  • Qatar - Doha
  • April 2017 to September 2020

o Development and management of strategic partnerships that maximize commercial value for QFBA and its key clients.
o Efficiently managed and oversaw the onboarding and compliance process with the relevant certification body’s requirements for accreditations.
o Responsible for program creation/designing and management which included understanding client requirements through various mechanisms- meetings/questionnaires/TNA, evaluating instructor proposals, designing final training product/solution, product & instructor pricing, instructor assignment, training documentation, monitoring performance & management, quality control in training delivery
o Accountable for the creation, management, and expansion of the Instructor Databank/Archive
o Led, monitored against predefined metrics, and managed the instructor performance & Training/Program management process along with quality control in training documentation and delivery
o Managed feedback sessions with instructors, clients & other stakeholders and continually provided recommendations for enhancing and improving program efficacy
o Efficiently executed and managed (Product Development scope) of the Kawader program (7 Cohorts) since inception in Sept 2013
o Architected, launched, and managed the Preparatory Certification Programs (CFA/CIA/CMA/CPA/CISI/SHRM/ILM etc)
o Designed and regularly managed online content for annual program calendar - certification and open programs
o Provided innovative and strategic solutions for Special Initiatives to drive brand awareness, engagement, and conversion
o Supported sales team at numerous client meetings, conference calls, for proposal design and development.

Relationship Management & Operations at QFBA
  • Qatar - Doha
  • January 2012 to March 2017

o Drove the creation of corporate plans, board packs, annual budgets, and reports
o Oversaw contractual matters for QFBA which included negotiating agreements with partners, managing, reviewing and renewal of agreements as required to maximize business interests
o Drove and managed ISO related Quality Management System
o Continually delivered innovative ideas in alignment with QFBA’s strategy around one of the 5 Centre of Excellence - INNOVATIVE SOLUTIONS and supported ongoing proposals for projects including: Islamic Finance Centre, Customer Service Management, Institute of Leadership and Management, The CEO Institute, Banking Simulation, Public Finance, Blended Learning, Kawader, E-Learning, Entrepreneurship Programs, Levy, Taddreb
o Mobilized special initiatives through research, feasibility analysis and pitch development
o Drove project initiation phase with external partners/consultants
o Spearheaded the creation of corporate brochures, press releases and questionnaires for all special initiatives with the marketing team

Retail & Wealth Management Support Manager at HSBC Bank Middle East Ltd
  • Qatar - Doha
  • November 2010 to June 2011

o Akin to the Investment Banking role, with additional responsibilities for a 200 strong Retail & Wealth Management team
o Drafted press articles and web content for a variety of print, broadcasting, and digital media
o Successfully managed product rollouts including online credit card promotions, prepared draft campaign and coordinated with Marketing and Compliance for approvals prior to going live
o Collaborated with the country’s central bank (QCB) to conform regulatory compliance and reporting

Client Services Manager, Investment Banking at HSBC Bank Middle East Ltd
  • Qatar - Doha
  • July 2008 to October 2010

o Managed deal flow, tracked transactions and collaborated “with stakeholders” internal and external to streamline deal execution and oversaw all operational and financial functions within the department
o Served as Compliance Coordinator, ensuring performance of all compliance related tasks
o Served as Business Recovery Plan Coordinator:
 Responsible for the development and maintenance of the departmental business continuity plans
 Worked closely with Area Business Recovery Manager to gain expertise in the processes, identify risks, and provide solutions to help manage and minimize potential risks
o Performed duties as Deputy Business Information Risk Officer:
 Undertook Business Information Risk Assessments within the department
 Oversaw establishment of compliance monitoring and internal controls
 Engaged with department managers on audit and regulatory requirements
o Oversaw preparation, review and dissemination of reports and presentations
o Contributed to development and communication of departmental guidelines, policies, and procedures
o Researched, evaluated, and analyzed data fed for client presentation/ various projects
o Responsible for revenue targets and coordinated MI on a frequent basis

Marketing Coordinator at Qatar Airways
  • Qatar - Doha
  • January 2004 to May 2008

o Successfully managed and executed annual marketing plans and activities (launches, conferences, exhibitions)
o Ensured brand corporate management, managing media, and producing press releases
o Continually monitored and managed the web content
o Represented Qatar Airways at major cargo events/exhibitions in QR network
o Conducted in depth market research and competitor analysis
o Effectively evaluated key procedures, publications, and events to gain optimum return on investment, based on potential client demographics
o Conceptualized, reviewed designs and managed set-up and distribution of exhibition stands, kiosks and a wide range of artwork/collateral
o Managed Station (Destination) Launches - sourcing advertising company, managing budget, quality, and deliverables

Data Management at Ooredoo
  • Qatar - Doha
  • July 2002 to November 2003
Fashion Designer & Consultant at Entrepreneur
  • India - Mumbai
  • January 1997 to November 2001

Education

Bachelor's degree, Administration And Business Administration
  • at University Of Mumbai
  • December 2000
Bachelor's degree, Fashion And Design
  • at Board of Technical Examinations
  • August 1997

Specialties & Skills

Management
Wealth Management
Banking
MS Powerpoint
MS Word
MS Excel
Few Modules of Oracle Financial
Fashion Illustration
Few Modules of Oracle Financial

Languages

English
Expert
Gujarati
Expert
Marathi
Expert
Hindi
Expert
French
Intermediate

Training and Certifications

Chartered Financial Analyst - Level 1(Pursuing) (Certificate)
The Financial Markets Association - ACI Dealing Certificate (Certificate)
Feasibility Studies: Preparation, Analysis and Evaluation (Training)
Training Institute:
MEIRC
Restricted Data Custodian (Training)
Training Institute:
HSBC Bank Middle East Ltd
International Introduction to Securities and Investments (IISI) - CISI (Certificate)
Sanctions Awareness Compliance & Reputational Risk (Training)
Training Institute:
HSBC Bank Middle East Ltd
Salesforce (Training)
Training Institute:
QFBA
Information Security Risk: End User Computing (Training)
Training Institute:
HSBC Bank Middle East Ltd
Structured Project Management (Training)
Training Institute:
Carnegie Mellon University, Qatar
Anti-Money-Laundering (Training)
Training Institute:
HSBC Bank Middle East Ltd
Delivering Excellence Workshop (Training)
Training Institute:
Qatar Airways
Valuation and Investment Management (Training)
Training Institute:
Carnegie Mellon University, Qatar
Anti-Bribery & Corruption (Training)
Training Institute:
HSBC Bank Middle East Ltd