Irshad Jalal

+ Procured foodstuf products and agro commortes.
+ Managed supplier coordination and purchase operations.
+ Lead sales operations for scar energy products and end-to-end client solutions.
+ Build and manage cient relationships to dive sustained business growth. otf new market opportunities and expand the customer base.

• Leading indirect sales for credit cards, personal loans, FD & CASA.
• Building client relationships and driving cross-sell revenue.
• Exceeding monthly sales targets consistently.

+ Ledindirect sales of credit cards, personal loans, fixe deposits, and CASA accounts + Built strong client relationships that drove consistent cross-sel revenue. + Exceeded monthiy
sales targets in every reporting period.

Into the business of DIGITAL Banking:

• Responsible to manage In-house Team & Connectors.
• Assisting the team at AXIS Bank with their diverse products, Retail & liability ( PERSONAL LOANS, BUSINESS Loans Cross Sell product of FD, CASA & INSURANCE )
• Staff & channel data distribution management & supervisory reviews.
• Closely Monitoring Staffs on their weekly & monthly target Vs Achievement.
• Daily, monitoring the CRM activity of employees. (Leads, follow ups & rejection ratio )
• Assuring leads and follow-ups are handled on time and conducting supervisory reviews.
• The quality of calls is analyzed by checking the random call activity on ground level to determine the knowledge of the agents. (Answered borrower queries promptly and accurately, Answer customer product questions fully and accurately.)
• Enter customer data on company portal accurately and completely.
• Supervisory review and CRM backend review every day. (Which include: - lead received vs login achievement + Disbursement each product + Follow up stocks & Next day commitments.)
• Establishing positive relationships with the channel partners by monitoring their daily MIS and conducting monthly training sessions.
• Weekly review on NRR of target vs achievement.

Optimal performance:

• A better understanding of Live Customer Experience, Problem-Solving Techniques, and Extensive Computer Skills
• Achieved consistently high sales performance, exceeding monthly targets by an average of 127%.
• Developed and implemented effective sales strategies to increase revenue and market share.
• Cultivated and maintained relationships with high-net-worth clients, resulting in a significant increase in assets under management.
• Provided personalized financial advice and recommendations tailored to clients individual needs and goals.
• Collaborated with cross-functional teams to deliver integrated financial solutions to clients.
• Generated new business opportunities through proactive prospecting and networking efforts.
• Conducted financial needs assessments and recommended appropriate products and services to meet clients objectives.
• Led client presentations and negotiations, resulting in successful account acquisitions and expansions.
• Resolved customer inquiries and complaints in a timely and professional manner, ensuring high levels of satisfaction.
• Maintained accurate records of sales activities, pipeline management, and client interactions in CRM system.
• Led client presentations and negotiations, resulting in successful account acquisitions and expansions.

• Achievements: - Rewarded for consistent performer in JAS 23, OND-23 & JFM-23 month in WEST Location.
• Qualified for Domestic contest GOA, MASOORIE & KERALA.
• Consistently Achieved and exceeded average of 140% in Retail Business.

• Managed in-house team and connectors for digital banking products.
• Oversaw CRM, staff performance, and channel partner engagement.
• Achieved 127-140% of sales targets; top performer in JAS, OND & JFM.

+ Achieved 127-140% of sales targets; recognized a top performer for three consecutive quarters (JAS, OND, JFM)
+ Managed be + Trained and motivated sales teams, driving consistent achievement of KRA targets.
+ Oversaw CRM ystems, customer engagement, and high net-vrth cient
I banking sales and operations across 12 ranches. hl.
+ Consistently achieved 140% of personal loan and 120% of cross-sell targets:
earned top-performer to Goa, Mussoorie, and Kerala.

In to the business of Branch banking:
• Responsible to manage area business of 12 branches.
• Engagement with BH, OPS Head, CH, RO & Branch staffs.
• Responsible too train, Coach and keep the team & Branch including cluster motivated to drive companysagenda.
• Responsible for plan, execute & drive cluster numbers along with KRA Target.
• Assisting the team at Bank with their diverse products, Retail & Liability.
• Staff & channel data distribution management & supervisory reviews.
• Closely Monitoring Staffs on their weekly & monthly target Vs Achievement.

Optimal performance:
• Achieved consistently high sales performance, exceeding monthly targets by an average of 127%.
• Developed and implemented effective sales strategies to increase revenue and market share.
• Cultivated and maintained relationships with high-net-worth clients, resulting in a significant increase in assets under management.
• Provided personalized financial advice and recommendations tailored to clients individual needs and goals.
• Collaborated with cross-functional teams to deliver integrated financial solutions to clients.
• Generated new business opportunities through proactive prospecting and networking efforts.
• Conducted financial needs assessments and recommended appropriate products and services to meet clients objectives.
• Led client presentations and negotiations, resulting in successful account acquisitions and expansions.
• Resolved customer inquiries and complaints in a timely and professional manner, ensuring high levels of satisfaction.
• Maintained accurate records of sales activities, pipeline management, and client interactions in CRM system.
• Led client presentations and negotiations, resulting in successful account acquisitions and expansions.
• Monitoring the CRM activity of employees.
• Assuring leads and follow-ups are handled on time and conducting supervisory reviews.
• The quality of calls is analyzed by checking the random call activity on ground level to determine the knowledge of the agents. (Answered borrower queries promptly and accurately, Answer customer productquestions fully and accurately.)
• Enter customer data on company portal accurately and completely.
• Supervisory review and CRM backend review every day. (Which include: - lead received vs login achievement + Disbursement each product + Follow up stocks & Next day commitments.)
• Establishing positive relationships with the channel partners by monitoring their daily MIS and conductingmonthly training sessions.
• Weekly review on NRR of target vs achievement.
• Achievements: - Rewarded for consistent performer in JAS, OND & JFM month in WEST Location.
• Qualified for international contest to domestic contest GOA, MASOORIE & KERALA.
• Consistently Achieved and exceeded average of 140% in personal loan, Cross sell of 120 %.

• Handled business across 12 branches in branch banking.
• Trained and motivated sales teams; drove KRA achievements.
• Managed CRM, customer engagement, and high-net-worth portfolios.
• Regularly achieved 140% in personal loan targets and 120% in cross-sell.
• Qualified for top performer contests (Goa, Mussoorie, Kerala).