Hasan Iqbal
Summary
Proficient Business Development leader with over 9 years of experience with top organizations and success in sales & enhancing business revenue . Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives
Overview
9
9
years of professional experience
Work History
Assistant Vice President
Guardianlink (Appstars applications private limited)
Chennai
08.2022 - Current
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
- Presented products to clients using dynamic presentations and practical use-case scenarios.
- Exceeded sales goals by implementing aggressive sales programs, overhauling processes and facilitating market development.
- Joined business development meetings and supported market outreach plans to improve business development.
- Facilitated strategy development and planned with cross-functional teams.
Manager: Acquisition & Partnerships
Alamo equity LLC
Hyderabad
05.2021 - 07.2022
- Represented Alamo equity and promoted products at conferences and trade association meetings.
- Engaging HNIs and Ultra HNIs for investments in EB5 projects in exchange for US citizenship for investors and their families. Creating and implementing business plans in the designated locations.
- Developed and implemented business plan and marketing strategy for US EB5 market.
- Developed CRM database of qualified leads through referrals, cold calling, direct mail, email campaigns and networking.
- Develop and manage new referral partners for EB-5.
- Develop and implement marketing strategies, such as investor events, creation of collateral, media management, and client relationship management throughout the sales cycle.
Senior Financial Advisor
ICICI securities private wealth management
Hyderabad
12.2017 - 04.2021
- Increase sales performance and reach revenue goals by adding UHNI clients (worth INR 50 million), diversifying portfolio (stocks, mutual funds, PMS, bonds, and AIF), and offering insurance and asset-related products (secured, unsecured loans).
- Advising clients on wealth products based on their risk assessment and investment goals, ensuring that both are adhered to while keeping client's interests in mind.
- It is necessary to ensure that all customer inquiries are addressed and that very high levels of customer satisfaction are maintained. Ensure effective relationship management & implement a customer retention program.
Sr Relationship Manager - Priority Banking
Standard Chartered Bank
Hyderabad
06.2016 - 04.2017
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Assistant Manager - ACAT
Citibank N A
Hyderabad/Coimbatore
10.2012 - 06.2016
- Using established, compliant procedures, reach consumers for Citigold relationships with the potential for long-term relationships in order to grow bank's customer base and balance sheet.
- Understand consumer demands, explore, and educate customers on financial issues that arise at various periods of life.
- To fulfill customer's needs, primarily in terms of wealth management and business operations, as well as cross-selling services like mortgages, credit cards, and loans.
- Close business through referrals, micro-marketing initiatives, and other approved databases.
- Use all available leads from telemarketers, other current customer databases, and leads generated by myself to engage with prospective new customers.
Education
MBA - Marketing & Banking
IBS
Hyderabad04.2012
Skills
- Business Development & Client Acquisition
- Client Needs Assessment & Customer Service
- Client Advocacy & Customer Relationship Management
- Leadership & Time Management
- Effective communication, Positivity & Conflict resolution
- Business Networking
- Portfolio Management, Financial Goal Planning & ROI Improvements
- Sales Team Training & Development
- Wealth Creation & Management
- Persuasive Selling & Negotiations
- Strategic Partnership & New Business Generation
Affiliations
1. Association of Mutual funds in India (AMFI),
2. Insurance regulatory & development authority (IRDA)
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Tamil
Upper intermediate (B2)
Timeline
Assistant Vice President
Guardianlink (Appstars applications private limited)
08.2022 - Current
Manager: Acquisition & Partnerships
Alamo equity LLC
05.2021 - 07.2022
Senior Financial Advisor
ICICI securities private wealth management
12.2017 - 04.2021
Sr Relationship Manager - Priority Banking
Standard Chartered Bank
06.2016 - 04.2017
Assistant Manager - ACAT
Citibank N A
10.2012 - 06.2016
MBA - Marketing & Banking
IBS
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