Surbhi Sharma

Sales Support

• Provide comprehensive support to the sales team in various stages of the sales process
• Assist in the preparation of sales review presentations
• Address customer inquiries and provide timely and accurate information

Analysis

• Analyze sales data to derive insights and make data-driven recommendations

Sales Strategy Development

• Work closely with the sales and marketing teams to develop and refine sales strategies
  Collaborate with the management team to set sales targets and goals

Performance Monitoring

• Monitor and evaluate the performance of sales initiatives, making adjustments as needed
• Provide regular reports and updates to the leadership team on sales performance

Cross Functional Collaboration

• Collaborate with various departments, including Marketing, Accounts, Tech & IT Team, Training & Development, Research to support the sales team

Customer Relationship Management

• Cultivate and maintain relationships with NRI clients, understanding their financial goals, preferences, and requirements
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and ensuring a high level of customer satisfaction

Financial Advisory

• Provide expert financial advice and guidance to NRI clients based on their individual financial objectives
• Achieve sales target for CASA and other products
• Generate revenue through privilege customers and meet annual targets

Cross Selling

• Identify opportunities for cross-selling additional financial products and services, such as insurance, wealth management etc. to meet clients' needs

Sales and Revenue Generation

• Actively engage with potential customers to explain Toppr learning solutions and convert leads into sales
• Meet or exceed sales targets through effective sales strategies and techniques

Product Knowledge

• Stay informed about Toppr products and services
• Demonstrate a deep understanding of the features and benefits of the educational solutions offered

Market Research

• Assist in conducting market research to identify industry trends, target audiences, and competitive landscapes

Social Media Management

• Support the development and execution of social media strategies across various platforms

Event Coordination

• Assist in the planning and coordination of marketing events, both virtual and in-person

Collaboration

• Collaborate with team members to brainstorm and contribute creative ideas