Prashant Dhomne

In my role as a Sales Executive at Siemens Financial Services Private Limited, I focus on driving business growth by managing sales operations within my assigned territory. My responsibilities include establishing strong relationships with small and medium enterprises (SMEs), identifying their financing requirements, and providing customized financial solutions for machinery and equipment.

• Client Acquisition & Relationship Building

Identify SMEs needing financing for machine tools and equipment, build a strong client base through cold calls, meetings, and presentations, and maintain lasting client relationships.

• Sales & Revenue Growth

Achieve sales targets by offering tailored financial solutions such as equipment loans and leasing while negotiating favorable loan terms.

• Market Insights & Strategy

Analyze market trends, competitor activities, and client needs to identify opportunities and provide actionable feedback to management.

• Credit Evaluation & Compliance

Collaborate with credit teams to assess applications, ensure regulatory compliance, and facilitate seamless loan processing.

• On-Ground Engagement

Conduct field visits and participate in industry events to connect with potential clients and generate leads.

• Portfolio Oversight

Monitor client accounts for repayments, explore cross-selling opportunities, and maintain accurate records.

• Team Collaboration

Coordinate with internal teams to improve processes and contribute to marketing initiatives aimed at the SME segment.

• Reporting & Standards Adherence

Generate performance reports and ensure all transactions comply with company policies and regulations.

The role focuses on acquiring new clients, primarily large & medium corporate companies, to provide credit rating services while managing and nurturing existing client portfolios.

Key Responsibilities:

• Conducting direct cold calls within industrial areas in the designated locations.
• Visiting bank branches to gather updated client data and schedule meetings with potential clients to present Crisil's offerings and the benefits of credit ratings.
• Ensuring consistent follow-up with clients post-acquisition to facilitate payment processes and gather feedback on ratings.
• Collecting customer feedback and relaying it to the analytical team for further insights.
• Managing the collection of surveillance fees associated with the rating process.
• Securing mandates for expanded debt facilities from current clients.
• Organizing banker meetings and presentations in the respective region to educate bank branches about Crisil’s bank loan rating products and processes.

• Identified and generated potential leads for the product through targeted strategies.
• Engaged with prospective clients via email and phone to nurture leads and strengthen client relationships.
• Actively worked on converting leads into successful sales opportunities.
• Conducted intensive brainstorming sessions to develop innovative approaches for lead acquisition and expanding user networks.

• Oversaw and maintained updates to the Customer Relationship Management (CRM) system and company database to ensure accurate and efficient records.
• Acquired new clients through proactive cold calling and close collaboration with the marketing team.
• Gained comprehensive knowledge of the company's products and services to effectively communicate their value to clients.
• Participated in networking events to identify and engage with potential clients, fostering new business opportunities.
• Negotiated with clients to secure favorable agreements that aligned with business objectives.
• Cultivated and sustained strong relationships with existing clients to ensure their continued loyalty and satisfaction.