Sales Manager
Citibank
مجموع سنوات الخبرة :23 years, 10 أشهر
Team Size: 34 Sales executive
KRA:
Delivery on sales plan agreed with management and improving productivity. Ensure adherence to Citi policies and standards. Coordinate with Innovation teams to ensure timely submission and logins of applications to meet monthly assigned targets.Pre-screened return files review & Timely fulfillment of reinstates. Handling Customer complaints and timely closure of ECCMS. Daily visit and participation in team huddles & Share daily updated MIS with Innovation. Ensure implementation of controls and adherence to policies through; Regular Sweeps, Reiteration -Sales Best practice, Do's & Don'ts & relevant policies, Inventory Control, Ensure proper hands-off to be provided with the files to SSU by Innovation.
Daily file reviews with CIU for cancelled/rejected applications. Ensure thorough product training & adequate marketing collateral, forms, SAF, PLDFs, CIPP stamps available with Innovations (3rd Party) Ses.Review performance meeting with Innovation along with Supervisor. Maintain log/emails/communication for any miss-sell by Innovations. Ensure accuracy of Invoices, Incentives and Contest pay-outs through review and ensure timely disbursement .Target assignment & discussion with the Supervisor. Coordinate with SSU for code creation/activation/de-activation. Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team. Ensure training of new hires and coordinate on all refresher trainings organized by Citi. Ensure coordination with Innovations in terms of capacity planning to ensure target achievement. Ensure adherence to Citi policies & guidelines by regular reviews & validation of controls implemented at Innovation
• Develops a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability.
• Responsible for the performance and development of the Account Executives.
• Prepares action plans by individuals as well as by team for effective search of sales leads and prospects.
• Initiates and coordinates development of action plans to penetrate new markets.
• Assists in the development and implementation of marketing plans as needed.
• Conducts one-on-one review with all Account Executives to build more effective communications, to understand training and development needs, and to provide insight for the improvement of Account Executive’s sales and activity performance. Lead and Manage Sales Team (define goals, expectations and role summaries).Conducting performance oriented appraisal on a monthly basis
• Provides timely feedback to senior management regarding performance.
• Assists Account Executives in preparation of proposals and presentations.
• Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team.
• Recruits, tests, and hires Account Executives based on criteria agreed upon by senior management. Continuously recruit talent in coordination with management
• Train sales executive by conducting regular at least bi-weekly workshop, mentor and monitoring the sales executive.
• ISO Audit as appointment management representative for the same.
• Retain ownership of Top clients giving 80% of the revenue by annual visit to the company along with MD
• Gauging the customer satisfaction levels and Defining the growth potential
• Monitoring and managing implementation of the CRM software
• Living and preaching the core value of the company.
Chief KRA
Islamic Banking
Handling Personal Finance as per sharia compliance- Sales and generating business and managing the Team with MIS, credit approvals, policy approval and follow-up with Disbursement • Pro actively manage/ train and lead a team of self starter • Company Listing to TML • Handling MIS on daily and monthly basis • Ensuring reduce TAT • Resolve complaint /Queries pertaining to customer and companies • Monitoring and control of people and process • Identifying customers risk and levels of service quality and customer loyalty. • Develops a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability. • Responsible for the performance and development of the Sales Executives. • Prepares action plans by individuals as well as by team for effective search of sales leads and prospects Provides timely feedback to senior management regarding performance. • Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team • Insures that all Sales Executive meet or exceed all activity standards for prospecting calls, appointments, presentations, proposals and closes. • Delegates authority and responsibility with accountability and follow-up.
Retail Banking
Ensure achievement of target agreed with the Team Leader with annual business plan • Maintaining relationship with the customer and selling various banking product • Ensure the rate of resubmission / deviation and error are maintained within permissible level
Coordinate daily work activities of assigned branch staff in the full scope of retail banking transactions including receiving and paying out money, proper record maintenance, customer service quality• Assign work schedules and ensure adequate staffing to meet high quality customer service • Assist Customer Service Representatives with cash balancing and end of day remittances. Approve non-routine transactions within assigned monetary limits • Works closely with Branch Manager and direct reports to motivate staff and reach established goals in service quality and deposit/loan volume• Provide training in operational techniques and basic product information ensuring effective cross-selling of bank products• Review and recommend employee personnel actions including promotions, disciplinary process, terminations• Regularly assess customer needs and identify potential loan customers; cross-sell Bank depository and non-depository products and services at the direction of Branch management• Conduct on-going audits of branch records and accounts to ensure compliance with established bank policies/procedures and federal/state regulations• Perform monthly, quarterly and semi-annual certifications according to bank policy/procedure• Responsible for daily inspection of branch premises to ensure security and safety of branch personnel, customers, and bank assets •Analyze branch cash flow to determine cash shipment order • Provide ongoing coaching to tellers to effectively identify referral opportunities.
Chief KRAs
Handling HNI clients (Private banking customer) • ensures branch operational activities run smoothly and efficiently; provides leadership, training and supervision within the branch; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate personnel for new services• Assists in attaining established Bank and branch goals through active participation in sales management and officer call programs• Performs direct supervisory duties of branch staff, coordinates staff for coverage in all related areas of branch operations, including courier services• Assumes responsibility and is accountable for adherence to Bank policies and procedures •Perform managerial duties in the absence of the Branch Manager and other capacities, such as a new accounts representative, teller, or safe deposit attendant as appropriate.
Chief KRAs
Coordinating with Architect and Builder to get the new requirement •Lead generation for the sales Team (Generate new business through outbound calls and follow up on incoming sales leads of builders, architects and corporate industry) • Introducing new product i.e. Brand Awareness and Positioning of the product ceramic tiles, porcelain tiles (Brand called PORSELANO tiles and MARBONITE tiles), sanitary ware (MILANO), faucets and fittings (MILANO) and industrial tiles (ENDURA) to the architect and Builder• Working with other department to enable product development, product /solution delivery and marketing plan •Representing the company at industry and promotional event and Product development (Develop, execute promotional direct mail, email, survey & product awareness campaigns) • Market research and customer survey for growth, expansion and diversification of the product •
Responsible for achievement of corporate sales target • Develop sales plan and activity to achieve the sale target • Market and secure new corporate clients and to conserve the existing one • service and maintain excellent relationship with the customer • Market research and competitor analysis
Chief KRAs
Liaising and building relationship with range of customer and supplier• maintain and building contact with media • writing and distributing press release • maintaining and updating the mailing database • organizing and attending event and exhibition • carrying out market research • supporting the marketing manager• Marketing in industrial market .