Dalvi Kuriakose

• Specialized in generating and nurturing leads within the GCC region, with a particular focus on the UAE and KSA business setup.
• Leveraged Zoho CRM for effective lead management, task tracking, and call logs.
• Maintained good relationship with clients to foster trust and develop potencial referrals.
• Boosted overall sales performance through effective cross-selling of kpo, conceirge services and Golden visas.

• Successfully led the team of business setup advisors, ensuring the achievement of individual and team targets.
• Conducted comprehensive training for the sales team, significantly enhancing their performance and contribution to improved GP outcomes.
• Implemented effective sales monitoring processes, guaranteeing adherence to timelines and optimizing overall sales flow.
• Collaborated with the marketing team to develop targeted strategies, ensuring a consistent influx of valuable leads.
• Fostered close, yet professional relationships with team members, creating an environment conducive to open communication.
• Provided support across various scenarios to the team, from (HNI) client engagements to unfamiliar business activities, contributing to successful deal closures.
• Coordinated post-setup services such as Corporate bank account opening, Accounting, Bookkeeping, Financial auditing, Golden Visa, etc..

• Maintained a high level of UAE business setup market knowledge (DED and Free Zones) with customers to be seen as an expert and a credible source of information and demonstrate the quality of service.
• Structured, high-impact solutions from ADGM, RAKICC, and KSA for HNWIs to secure their corporate and personal interests.
• Kept the client appraised of the application status and any issues arising, working closely with account managers and the PRO.
• Contributed to developing marketing materials and sales promotions.
• Remain current on the socio-political environment and how that is impacting clients, especially those of high-risk nationalities.
• Maintain a good relationship with each client to foster trust and develop potential referrals.

• Closed sales with walk-in clients.
• Managed a portfolio of clients and advised them on the most appropriate setup for their desired business activity.
• Generated awareness among the clients about the various license packages available.
• Assisted in the documentation and onboarding of new clients via the portal.

• Closed sales with walk-in clients.
• Facilitated and participated in meetings with key client stakeholders to understand their business.
• Interacted with Salesforce, CRM system to ensure leads, opportunities, and client accounts were correctly managed.
• Actively and successfully managed the sales cycle process: contacted leads, asked questions, pitched solutions, negotiated, closed, and handed over to the account management team.
• Supported compliance and the customer in gathering the required documentation to support the license application promptly by clearly explaining the application process and its essential steps.
• Effectively interacted with other departments, including finance, compliance, and administration teams, when handing over new client files and ensuring all aspects of the sale were briefed to the relevant departments.

• Conducted market research and competitor analysis.
• Responsible for referral partnerships with real estate brokers, legal firms, tax and auditing companies, and even competitors.
• Researched and generated leads for business setup and new company formation.
• Negotiated and covert leads to sales following the terms suited to the companys best interests.
• Provided guidance and recommendations to clients regarding their business opportunities and helped them understand the difference between onshore and offshore licenses.
• Coordinate with various government and free zone authorities and support clients throughout their business setup and visa process.
• Formulated recommendations and solutions with attention to a clients wishes, capabilities, and limitations.
• Provided guidance for any problems and issues that occurred concerning their business set-up process.