Dynamic sales leader with proven success at Mahesh Pramod Patil, driving Demat account openings through effective team management and strategic sales initiatives. Expert in CRM and cross-selling, I enhanced customer retention and satisfaction while mentoring staff to exceed targets and streamline processes. Committed to delivering exceptional results in fast-paced environments.
• Led a team of 5 sales executives to achieve Demat account opening targets.
• Developed and implemented sales strategies to drive new customer acquisition.
• Provided training and guidance to the team on financial products, compliance, and customer engagement.
• Monitored team performance, set targets, and ensured achievement of business objectives.
• Conducted daily sales reviews and provided constructive feedback for performance improvement.
• Coordinated with internal departments to streamline the Demat account opening process.
• Ensured adherence to regulatory guidelines and KYC compliance in account openings.
• Built and maintained relationships with clients to enhance customer retention and referrals.
• Organized marketing and promotional activities to generate leads for Demat account openings.
• Prepared and presented sales reports, forecasts, and market insights to senior management.
Team management
Sales presentations
Cross-selling strategies
Sales pipeline management
Demat Account Opening
CRM proficiency