Architect
Compass Financial Solutions
Total years of experience :16 years, 10 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
Successfully completed Daimler Global Sales Certification, approved & attested by Mercedes-Benz Germany.
Awarded with Best Finance Penetration Award by F & I department in the year 2012/13
Chosen as overseas training candidate & sent to Spain for Sales training in 2011
Duties and Responsibilities :
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.
Due to excellent overall performance over the period of 8 months, was
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