About
Highly accomplished and results-driven Sales Leader with over a decade of experience driving exponential growth in B2B and B2C sales, FinTech, and operations management. Proven track record of exceeding revenue targets, optimizing processes, and building high-performing teams. Adept at strategic relationship-building, market penetration, and financial analysis to unlock new business opportunities and enhance profitability.
Work
Summary
Currently managing a diverse portfolio of retail clients, including individuals, small businesses, and entrepreneurs, focusing on strategic growth and client relationship management within the FinTech sector.
Highlights
Expanded client portfolio by 25% within 6 months through strategic relationship-building and targeted marketing initiatives.
Increased revenue by 15% through successful cross-selling and upselling of banking products and services.
Conducted comprehensive financial analysis and due diligence to inform sound lending decisions and manage credit risk.
Collaborated effectively with internal stakeholders, including credit analysts and legal teams, to ensure seamless service delivery.
Developed and implemented a client segmentation strategy, significantly improving targeting and outreach to high-value clients.
Summary
Led multiple sales teams, driving performance and achieving business targets by monitoring KPIs and fostering a high-productivity environment. Managed key corporate and individual customer relationships to ensure success and align with company objectives.
Highlights
Managed and mentored multiple sales teams, setting clear targets and ensuring team productivity through KPI adherence.
Oversaw high-profile corporate and individual customer relationships, ensuring customer success and achievement of business targets.
Developed and executed strategic business plans, sales budgets, and projections to align with company growth goals.
Boosted sales by 45% and expanded retail customer base by 25% through the implementation of a cluster marketing strategy.
Collaborated with the field sales team to achieve a 40% closing rate for B2B and B2C customers.
Streamlined customer management and issue resolution processes in collaboration with the customer service team.
Summary
Led business development initiatives, enhancing credit policies and procedures, and managing a high-performing team to exceed sales targets. Focused on client acquisition, financial analysis, and strategic advisory.
Highlights
Designed and implemented more efficient credit policies, lines, procedures, and standards in collaboration with senior management.
Increased customer referrals by 15% through the successful introduction of a customer loyalty program.
Managed a team of six, consistently exceeding KPIs by 20% each quarter.
Pitched and marketed new bank products to both individual and corporate clients, securing new business.
Conducted independent sales management, analyzing financial status, credit, and property evaluations to determine loan feasibility.
Provided strategic financial advice to customers, enhancing client trust and satisfaction.
Summary
Analyzed financial risk, underwrote applications, and actively recruited customers while supervising a sales team to achieve targets and contribute to company growth and profitability.
Highlights
Analyzed financial risk and underwrote applications, ensuring compliance and mitigating potential losses.
Successfully recruited new customers and effectively marketed a range of banking products to individuals and firms.
Supervised and guided a team of 6 sales executives to achieve year-to-date (YTD) targets.
Contributed to significant company growth by increasing revenues and overall profitability.
Interpreted complex financial document summaries, investment performance reports, and income projections for clients.
Summary
Managed SME and consumer relationships, driving significant revenue and profit growth, and ensuring effective loan management and administration across multiple branches.
Highlights
Achieved a 100% increase in revenue and profit through strategic relationship management and business development.
Managed bank reconciliation and remittance processes with high accuracy and efficiency.
Identified and consummated new loans across diverse business coverage areas.
Oversaw comprehensive loan monitoring and administration functions across all branches.
Facilitated client migration and established new relationships in alignment with evolving business modifications.
Cultivated strong relationships with key customers across assigned business districts, fostering loyalty and repeat business.
Summary
Responsible for onboarding agents, maintaining customer relationships, and guiding clients on investment opportunities to ensure optimal product knowledge and usage.
Highlights
Onboarded new agents, providing first-level training to ensure thorough product knowledge and positive user experience.
Maintained strong relationships with customers, effectively managing their stock portfolios.
Guided customers on diverse investment opportunities, providing valuable insights and recommendations.
Summary
Provided high-level administrative support to the Commissioner of Works, managing confidential information, executive schedules, and official correspondence with utmost discretion and precision.
Highlights
Managed highly confidential information with exceptional discretion and professionalism.
Provided comprehensive administrative support to the Commissioner of Works, ensuring smooth operations.
Coordinated executive schedules, managed meetings, and handled email correspondence with precision.
Prepared and submitted payment vouchers and other critical documents for contracts and grants, ensuring timely processing.
Languages
English
Native
Skills
Sales & Business Development
Sales Strategy, Business Development, New Business Acquisition, Cross-selling, Upselling, Account Management, Client Relationship Management, Customer Loyalty Programs, Market Penetration, Product Marketing, Pitching, Loan Origination.
Financial Acumen
Financial Analysis, Credit Analysis, Due Diligence, Credit Underwriting, Investment Opportunities, Financial Advisory, Budget Management, Bank Reconciliation.
Leadership & Management
Team Leadership, Performance Management, KPI Monitoring, Strategic Planning, Business Plan Development, Project Management, Stakeholder Collaboration, Mentoring, Training, Operations Management.
Communication & Interpersonal
Relationship Building, Communication, Presentation, Negotiation, Interpersonal Skills, Customer Service, Client Inquiry Resolution.
Analytical & Problem Solving
Analytical Skills, Problem Solving, Decision Making, Data Analysis, Process Improvement, Strategic Thinking.
Software & Systems
Microsoft Office Suite, CRM Software, Digital Marketing Tools.
Interests
Professional Development
FinTech, Sales Strategy, Leadership Training.