Proprietary Trader
Self Business
Total years of experience :21 years, 5 Months
Business Development, Sales, Marketing, and Client Acquisition and Retention, all intrinsically competitive and results-driven enterprises—for me, therein lies the attraction. Through my 16 years career in I have provided innovative and savvy business, and client acquisition strategies, sales management and market “branding” initiatives that positively impacted business goals.
Strategy & Vision:
• Develop, lead and execute formal processes to identify, intake, evaluate, prioritize and integrate business-improvement opportunities into the enterprise portfolio in alignment with the Business’ strategic plan.
• Develop roadmap for selected priorities, organizing working teams and manage resource allocation in support of business priorities.
• Develop, lead and manage a portfolio review, evaluation and balancing process with proprietors.
• Identify opportunities for and lead the execution of select enterprise-wide strategic initiatives to enhance the effectiveness of the Business operations.
Sales Strategy:
• Work with and develop a business development database to generate effective leads and opportunities
• Develop a sales contact plan to include cold-calling, direct marketing, networking and attending industry events to build relationships with key customers and teaming partners
• Write responses to Requests for Information and Requests for Proposals in a professional and effective manner
• Work closely with technical sales to present technical solutions to new business opportunities.
• Effectively communicates within the team, the company, and customers
• Works effectively in a team environment
• Other duties as assigned
Marketing:
• Works effectively in tangent with the Marketing strategy an emphasis on the executing on the deliverables required to build, maintain and enhance the brand with employees, customers and partners.
• The Marketing Manager will be a direct report. This collaboration and focus on the logistics will be critical for long term business success.
Team Management:
• Manage and mentor a team of skilled sales professionals of whom are executing best practices that are aligned with the Business
• Lead performance management for team members as well as provide frequent informal feedback
• Create career growth and learning plans, performance reviews, and goal planning for team members
• Participate actively in the recruiting process for team members and rapidly onboard team members
• Identify strengths and issues; drive and develop better behavior to create strong consultants (team building, skill enhancement, training)
Leadership:
• Lead reporting sales and field executives to increase overall revenue
• Participate as a member of the leadership team pursuing corporate strategic initiatives to scale a rapidly growing organization
• Actively build a professional network in the local and virtual community
• Managing the High Net Worth classic portfolio & walk INS customers of the Bank.
• Achieving the Business targets assigned in terms of cross selling other products of the bank (insurance, MF, FD & assets products etc) enhancing and upgrading the High Net Worth relationships.
• One-point contact for all requirements of High Net Worth customers in the branch.
• Establishing corporate strategies for achievement of top line and bottom-line targets for the branch.
• Business planning and analysis for assessment of revenue potential in business opportunities.
• Dealing with HNI clients and helping them with their investments.
• Been able to build customer and branch management confidence in:
• Monitoring account opening as per the KYC rules;
• Interacting with customers based on their queries.
• Proper Communication for the flow of work.
• Handling the Management Information System (MIS) with day to day up-dation
• Coordinating for resolution of grievances and queries of individual and corporate clients as per the parameters of banks service quality within given TAT.
• Direct the operations of branch to ensure efficient operations while providing quality service.
• Supervise and oversee the operations of the branch sales team and staff.
• Communicate sales objectives and branch goals to increase member growth and retention.
• Enforce the highest standard of member service.
• Support human resource functions in the branch.
• Help resolve complex or problematic member questions or problems as appropriate and ensure the highest quality of member service and satisfaction.
• Assist in recruitment, staffing, and training efforts.
• Audit and review incentive plans for Branch sales team.
• Assist with the implementation of new technology in the branch.
• Work with the IT department on system enhancements and operational issues.
SALES EXPERTISE
• Business Development
• Account Management
• Negotiation
• Partnering
• Institutional Sales
• Distributor & Retail sales
• Channel Management
• New Business Acquisition
MARKETING EXPERTISE
• Market Research
• Analysis & Planning
• Competitor Analysis
• Solution Development
• Product Launch
• Online Involvement
• Events & Advertising
OPERATIONAL EXPERTISE
• Client Relations
• Vendor Relations
• Scope of Work
• Human Capital
• Training & Development
BUSINESS EXPERTISE
• Go To Market
• Profitability
• Budgeting
• Work with and develop a business development database to generate effective leads and opportunities
• Develop a sales contact plan to include cold-calling, direct marketing, networking and attending industry events to build relationships with key customers and teaming partners enhancing the corporate sales targets, overall Business development through handling the personal Loans & credit cards
• Works effectively in tangent with the Marketing strategy an emphasis on handling all Consumer finance assets products (Personal Loans, Home Loans, Mortgage loans, Car Loans, Two-Wheeler Loans etc.) with in my respected zone and enhancing the sales target.
• Was responsible for managing team of sales executives to enhancing the corporate sales targets, overall business development through handling the personal Loans of ICICI Bank limited.
Bachelors of commerce specialization computer science