Doyel Purkayastha

Closely and collectively working with sales team

• SPOC for all sales queries and services for branches
• Driving Sales Strategy and operations by working closely with Broker & Developer Sales Teams
• Preparing monthly Targets for sales teams
• Preparing Incentive structure based on monthly performances
• Using CRM for managing Client Accounts
• Addressing Tickets by Sales team for complains or account verifications
• Review & Reporting With resource allocation and tracking collection reports for sales teams
• Training and mentoring new joiners and ensure they start delivering required productivity
• Conducting demo and presentation of the product & meeting goals under highly challenging environment
• Tracking Sales calls and meetings with clients
• Managing and formatting the large amount Sales data from different sources using Advanced Excel & Google Sheets.

• Preparing Sales reports for Entire South Zone
• Coordinating with the Sales Management Team(Centre/Sales/Regional) Maintaining Tracker for Product Targets, Achievements, and Renewals
• Mapping of Sales Data for different Product using Excels
• Understanding management requirement & preparing MIS Reports for the same

• Co-ordinating with the employees of Yes Bank in entire North East region
• Preparing MIS reports
• Preparing Daily Status Reports and sharing with the regional and head office
• Attending Conference calls and web meetings with higher management teams From both Max life and Yes Bank
• Daily follow ups with the Yes Bank employees regarding the IRDA trainings
• Training and mentoring employees with the data uploads, other technical and non-technical issues related to the IRDA certification.

• Weekly Follow-ups with the Dealers for the stocks and sales reports
• Prepare Weekly and Monthly Sales reports
• Order logging in the internal CRM tool
• Updating Sales Reports as per the changing commitments from dealers
• Supporting the Sales team in order to achieve targets on time (processing the commitment changes, new order forecasts etc.) Weekly follow-ups with the Store and Service Teams for the billing, transit deliveries, installations etc
• Planning monthly events for the Channel Support Managers (monthly tours) Handling calls from the Dealers and the Direct Customers from the entire North East Region.

• Download and study the Tenders from Govt, PSU and non-PSU organizations
• Preparing compliance reports
• Requesting quotes from the OEMs and the Suppliers Prepare the quotations in a competitive way and responsible for timely dispatch
• End-to-end tender management.
• Gather feedback from the clients
• Prepare/update monthly Reports for tracking
• Perform administrative duties (including documents distribution/collection/filing)
• Assisting in handling all incoming calls from OEM, suppliers and customers
• Other related office duties as assigned
• Maintain daily cash reports and handling petty cash.