Mohd Imran

• Responsibility for the entire process of lead management, sales and business development for the region

• Driving scale and growth through proper sales planning and precise execution

• Data management to ensure 100% coverage in assigned territory and tracking other key parameters

• Client acquisition campaigns and lead generation to build a flagship brand for Property Services in the respective region

• Responsibility for service delivery ensuring client retention and reference

• Providing the market intelligence, data analytics and insights for the marketing team to launch the right promotional and customer communication initiatives

• Responsibility for achieving targets in the designated areas

• Developing and maintaining database regular reporting &follow-ups

• B2B Frontline Sales

• Mapping of new projects and new builders in designated territories, acquisition of new projects and new builders to ensure coverage across the designated territory

• Relationship Management with existing clients to ensure 100% coverage of new projects launched by them

• Achieving revenue and coverage targets

• Engage with existing customers and maintain portfolio, assisting HNI to wealth management and assisting by recommendations for financial planning
• Ascertain customer financial need and assess risk profile and assist to achieve them through financial planning and recommend suitable products through life Insurance, Mutual Fund, and BONDS
• Acquisition For new to bank HNI customer and responsible to generate revenue through liabilities products
• Engaging customers with multiple products at time of account Opening( viz: life Insurance, Mutual Fund /RD-
• FD activation)
• Ensuring adherence to all KYC/AML parameters and other norms
• Pass on customer queries and other requirements to respective person for loan, cross-sales, and taking regular update
• Awarded By Appreciation Certificate (life Insurance) for month of
• Jan'21
• Awarded By Appreciation Certificate (High Value CA Acquisition) for month of Feb'21
• Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.

• Source New to Bank customers for Trade & Forex services thus generating fee-based revenue through Forex and liabilities products
• Maintaining relationships with customers and promoting wealth products and assess to accomplish financial goals and needs.

• Analyzed past sales data and team performance to develop realistic quarterly sales goals
• Increased revenue by implementing effective sales strategies in all aspects of the sales cycle process from prospecting leads through close
• Awarded By Appreciation Certificate for month of Feb'19

• Developed and delivered engaging sales presentations to convey product benefits
• Presenting status and progress reports as appropriate to talk management
• Met with existing customers and prospects to discuss business needs and recommend optimal solutions.