Financial Architect
Compass Financial Solutions
Total years of experience :16 years, 9 Months
• Build and maintain client base, keeping current client plans up-to-date and recruiting new clients on an on-going basis
• Contacting clients and schedule meetings
• Communicating with other professionals, such as real estate agents, solicitors, valuers, Chartered accountants, bank representatives etc. in order to increase the business opportunities
• Providing specialist advice to clients on managing their money in the most profitable and secure way
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analyzing information and preparing plans best suited to individual clients' and commercial enterprises according to their requirements
• Completing risk analysis
• Researching the market and also gathering more information from the product providers on new and existing products and services in order to update the clients on a regular basis
• Designing financial strategies and assisting clients to make informed decisions
• Reviewing and responding to client’s changing needs and financial circumstances
• Promoting and selling financial products to meet given or negotiated sales targets
• Negotiating with product providers for the best possible rates
• Responsible to achieve given monthly sales targets
• Mentoring New sales consultants (daily showroom routine, Sales Process, Follow up system, product knowledge, Autoline etc.)
• Responsible to manage the entire sales process smoothly & professionally
• Assist customers to get lending facilities from banks, in-house Insurance solutions & other value added products. Submit Deals to F & I department & follow up with them in order to get loan approvals, Insurance, Vehicle tinting etc.
• Ensuring customers complete satisfaction & a long-term relationship with the Brand & the Dealership
• Liaising efficiently with the internal departments during the sales process
• Target 100% CSI results at all times
• Maintain KPI as per the management guide lines & expectations
• Work effectively with Sales Managers to ensure individual and department sales goals are met.
Responsible for increasing the company revenue by hunting new clientele in the assigned area for the team
Responsible for building, communicating, establishing, maintaining and managing effective customer relationship
Managing the full sales cycle and driving the engagement to close
Managing a team of 8 executives with the responsibility of the achievement of their sales targets
Daily assignments to executives' area wise among the team
Monitoring the teams existing clientele satisfaction by co-ordinating with the after sales department
Preparation & collection of daily sales reports of the team & submitting it to the area sales Manager
PGDBM stands for Post Graduate Diploma in Business Management. It is a 1 year course. The minimum eligibility is Graduate in any discipline. The course covers various topics like Economics (Micro),Organizational Behaviour, Marketing Management, Business Communication, International Economics,Production & Operations Management, Financial Management, Indian Economic & Trade Policies
Bachelor of Commerce
