PFO/ATL
Finance House
Total years of experience :12 years, 2 Months
Responsibilities included:
• Responsible for handling team’s day to day activity.
• Responsible for achieving team targets.
• To identify customers needs and expectations and serve them in a friendly manner demonstrating FH brand values at all the times.
• Achieve the individual agreed quantitative sales targets for different product.
• To ensure that all policies and procedures are adhered to, including Retail Sales and company specific policies and procedures.
Responsibilities included:
• Responsible for bringing in new companies for listing with the bank.
• Generating business from bank approved companies by promoting Retail banking products.
• Responsible for achieving KPI every month.
• Responsible to build & maintain professional relationship with the key person in the bank approved companies.
• Attend weekly follow up meetings with relationship manager.
• Daily updated with latest credit policies & current operations procedures.
Reported to Relationship Manger;
Responsibilities included:
•Responsible for bringing in new companies for listing with the bank.
•Generating business from each of these companies by promoting consumer banking products.
•Responsible for developing sales and marketing strategies.
•Responsible to build & maintain professional relationship with the key person in the bank approved companies.
•Attend weekly follow up meetings with relationship manager.
•Daily updated with latest credit policies & current operations procedures.
Reported to Business Development Manger;
Responsibilities included:
• Closing Customers of Credit Cards in the assigned territory.
• Promoting the Bank Products.
•Working with team to achieve the set targets.
•Solving the customer queries regarding service.
Reported to Direct Sales Manger; Responsibilities included:
• Closing Customers of Saving Accounts in the assigned territory.
• Promoting the Bank Products.
• Working with team to achieve the set targets.
• Solving the customer queries regarding service.
Reported to Branch Manger; Responsibilities included:
• Promoting the Broking department through creating new client base, by Opening Trading Account.
• Promoting the sales of Mutual Fund, IPO, and NFO.
• Providing all Financial Services to the clients, which are available at branch.
• Promoted financial products.
Reported to Marketing Manger; Responsibilities included:
•Promoting the sales of soft drink through Dealer Network in the assigned territory.
•Performed monitoring of the sales performance of the dealers.
•Traveled throughout assigned territory to create new retailers.
•Displayed product, using samples.
•Responsible of increasing the market share of the company.