ROHIT SHARMA

Strategic Leadership

• Regional and State-specific Lead Generation: Engineered and executed comprehensive lead generation strategies tailored to specific regional and state requirements, enhancing outreach effectiveness and market penetration.
• External Communication Strategy: Developed and implemented sophisticated external communication plans to align with business objectives, ensuring clear messaging and increased brand visibility.
• Team Alignment and Strategic Orientation: Directed team alignment with overarching strategic goals, fostering a unified approach to achieving business targets and enhancing operational efficiency.
• Digital Campaign Strategy and Execution: Conceived and executed cutting-edge digital campaigns to drive brand engagement and lead acquisition, leveraging data-driven insights for optimal performance.
• Strategic Annual Sales Planning: Devised and executed strategic annual sales plans in alignment with organizational mandates, establishing clear objectives, budgeting frameworks, and performance metrics to drive sustainable growth.

Budgeting & Forecasting

• Data Analysis and Forecast Preparation: Conducted in-depth data analysis and prepared forecasts at the start of each admission year to inform strategic planning and decision-making.
• Target Setting: Established performance targets based on historical data analysis and organizational mandates, ensuring alignment with strategic goals.
• Monthly Expenditure Budgeting: Managed monthly expenditure budgets in alignment with financial targets, ensuring effective allocation of resources and cost control.
• Manpower Planning and Cost Analysis: Executed manpower planning and conducted budgeting, cost analysis, and contribution analysis for the team to optimize operational efficiency and financial performance.

Sales & Marketing

• Inbound and Outbound Team Leadership: Directed and guided inbound and outbound sales teams, ensuring alignment with strategic goals and maximizing team performance.
• Counseling Session Assessment: Evaluated counseling sessions (both audio and video) to ensure quality and effectiveness in customer interactions.
• Team Mentoring and Development: Provided mentorship and support to team members, fostering their professional growth and enhancing overall team capabilities.
• Call and Sales Audits: Conducted comprehensive audits of calls and sales processes to ensure adherence to best practices and identify areas for improvement.
• Sales and Marketing Strategy: Developed and implemented strategic sales and marketing plans to drive revenue growth and market penetration.
• Performance Review and Evaluation: Oversaw regular team reviews and performance evaluations, utilizing insights to drive continuous improvement and achieve sales objectives.
• Lead Management System (LMS) Management: Managed the Lead Management System (LMS) to ensure effective tracking and conversion of leads.
• Team Building and Training: Facilitated team building through targeted capacity improvement initiatives and product training, enhancing team skills and performance.

Sales & Marketing Product Mix Management Call Centre Management

• Strategizing Sales and Marketing Plans: Developed and implemented strategic sales and marketing plans to drive revenue growth and market expansion.
• Team Building and Training: Enhanced team capacity through targeted training programs and professional development initiatives, fostering a high-performance culture.
• Performance Evaluation and Team Review: Conducted regular team reviews and performance evaluations to ensure alignment with goals and continuous improvement.
• Cost of Acquisition Management: Implemented marketing plans aimed at minimizing acquisition costs while maximizing customer reach and engagement.
• Sales Performance Monitoring: Tracked and reported monthly, quarterly, and half-yearly sales numbers against budgeted targets to ensure financial objectives were met.
• Team Management: Led and managed a nationwide team of 40 counselors, 2 Sales Managers, and 4 Team Leaders, overseeing daily sales operations and performance metrics.
• Lead Management via CRM: Utilized Salesforce (CRM) for effective lead management and tracking within the Inside Sales Team, ensuring optimal conversion rates.
• Quality Monitoring and Feedback: Monitored Ozonetel, provided call quality feedback, and analyzed team performance metrics to maintain high standards of customer service and operational efficiency.
• Business Development: Led business development initiatives for programs in Executive Education (IIM-Indore & IIM-Kozhikode), BFSI, Logistics and Supply Chain Management, Healthcare, and Hospitality.
• Team Building and Training: Strengthened team capabilities through targeted capacity improvement and comprehensive product training programs.
• Recruitment Drive Planning: Planned and executed recruitment drives for various colleges through mandate programs in industries such as BFSI, Logistics & Supply Chain Management, and Hospitality.
• Team Leadership: Managed a team of 35 call centre executives, ensuring efficient and effective operations.
• Turn-around Time Management: Oversaw calling turn-around time, ensuring a response within 60 minutes from lead generation.
• Call Quality Monitoring: Monitored call duration and quality to maintain high standards of customer interaction.
• Lead Conversion and Source Tracking: Monitored lead conversion rates and lead sources to optimize sales strategies and improve performance.
• Lead Wastage Minimization: Implemented strategies to minimize lead wastage and maximize resource utilization.
• Multi-product Mix Management: Ensured the promotion and sales of a diverse product mix to meet varying customer needs.
• Training and Performance Evaluation: Conducted periodic product training and performance evaluations to enhance the skills and effectiveness of call centre executives.

Roles & Responsibilities

• Corporate Prospecting and Meetings: Prospected and engaged with cooperates (Financial, Broking House, AMC, etc.), institutions, and universities to promote the CFP (Certified Financial Planning) program, a U.S.-based certification recognized by SEBI.
• Professional Engagement for Distance Learning Programs: Met with working professionals to promote NMIMS distance learning programs, including Executive MBA, MBA, Diploma, and Professional Diploma courses.
• Seminar Facilitation: Organized and conducted seminars in corporate settings and institutions to highlight the benefits of the CFP certification program.
• Client Collaboration and Training Plan Development: Collaborated with clients to create tailored training plans that meet their organizational needs.
• Needs Assessment and Implementation: Initiated and executed needs assessments to determine training or consulting objectives based on organizational requirements.
• Sales Plan Implementation: Developed and executed aggressive team sales plans, ensuring that sales targets for both the CFP program and NMIMS distance learning programs were met and exceeded.
• Database Management: Created and maintained a comprehensive database of prospective, current, and past customers.
• Company Representation: Acted as an ambassador for the company, representing its interests and values in all interactions.
• Revenue Generation: Drove revenue generation through the promotion and sale of various training programs.

Roles & Responsibilities

• Revenue Generation: Led revenue generation initiatives through engagement with various cooperates and schools for skills training programs.
• Training Program Organization: Organized and conducted training sessions in cooperates and schools, covering topics such as behavioral skills for millennial's, leadership programs, conflict management, change management for middle and senior management, and life skills and mindfulness programs for institutions.
• Sales and Client Retention Liaison: Acted as a liaison for sales and client retention through effective training initiatives.
• Team Leadership and Development: Built and led a team of business development executives, providing mentorship, grooming, and overseeing their performance.
• Sales Plan Implementation: Developed and implemented aggressive sales plans, ensuring that sales targets were met and exceeded through a team of 12 business development executives.

Roles & Responsibilities

• Process and Renewal Department Leadership: Headed the process and renewal department for the entire Delhi NCR region, overseeing operations and ensuring efficiency.
• Liaison Between Delhi and Head Office: Acted as the primary liaison between the Delhi branch and the head office, ensuring effective communication and coordination.
• Departmental Monitoring: Supervised the Customer Service and Renewal departments, ensuring efficient operations and meeting performance targets.
• Product Upselling: Managed the upselling of products to existing clients, contributing to increased revenue and customer satisfaction.
• Branch Management: Oversaw the entire branch operations in the absence of a branch manager, ensuring continuity and smooth functioning.
• Inter-departmental Coordination: Facilitated liaison between different departments to ensure smooth operations and effective workflow.
• Head of Google AdWords Sales Team: Led the Google AdWords sales team, driving sales performance and achieving targeted outcomes.

Roles & Responsibilities

• High Net Worth Individual (HNI) Management: Managed relationships with HNIs in Kanpur, overseeing a total portfolio of 30 crores.
• Client Asset Management: Oversaw clients with Assets Under Management (AUM) greater than INR 5 lakhs, providing personalized advisory services.
• Product Advisory: Advised customers on new products upon introduction, ensuring they are well-informed and optimizing their financial portfolios.
• CASA Acquisition and Account Deepening: Led efforts for CASA (Current Account Savings Account) acquisition and deepening, aiming to increase the value base by 50 lakhs per month.
• Needs-Based Selling: Maintained proper customer profiling, prepared monthly sales plans, conducted monthly activity reviews, and updated customer contact information to ensure tailored solutions.
• Cross-Selling Banking Products: Cross-sold various banking products including SB accounts, FDR, Forex, credit cards, Demat accounts, and HSL, enhancing customer value and product uptake.
• Target Achievement: Successfully achieved a 100% scorecard, generating 8 lakhs in income and 3 lakhs in Third Party Product (TPP) income.
• Business Banking Income: Responsible for generating business banking income through products such as LAP (Loan Against Property), HL (Home Loans), CC Limit (Cash Credit Limit), and PL (Personal Loans).

Roles & Responsibilities

• Team Leadership: Managed a team of 11 Relationship Officers overseeing sales and marketing of retail banking products, ensuring efficient and profitable operations.
• Credit Liaison: Coordinated with credit departments to secure timely approvals for financial products, ensuring swift turnaround times.
• Profitability and Market Share Enhancement: Implemented strategic sales plans to enhance profitability, sales, and market share, meeting and exceeding sales and service objectives.
• Accountability and Performance Monitoring: Established accountability and authority limits for subordinate staff, monitoring their performance in executing sales and service plans.
• Revenue Target Achievement: Monitored revenue budgets and targets, preparing periodic reports for submission to ensure financial goals were met.
• Retail Banking Product Promotion: Promoted sales of retail banking products, including investments, payroll accounts, fixed deposits, and acquisition of new accounts for individual and corporate customers. Cross-sold other consumer banking products across the UAE.
• Customer Requirement Management: Developed and managed both external and internal customer requirements, ensuring satisfaction and retention.
• Customer Service Management: Provided exceptional service to customers, addressing and resolving escalated issues promptly.

Roles & Responsibilities

• Team Management: Supervised a team of 15 Customer Service Executives (CSE), ensuring effective performance and adherence to company standards.
• Mortgage Payment Assistance: Assisted US clients with mortgage payments over the telephone, providing support and resolving issues efficiently.
• Property Refinance Arrangements: Coordinated arrangements for refinancing properties, facilitating client needs and streamlining the process.