Mohit Patel

Managing a team of 9 people and individual target on monthly basic. Handling sale of IT Security products link CISSP, CISA, CISM, CRISC, CGEIT, CompTIA, Cyber Security, ISO 27001 LA, GDPR and CDPO Certification. Managing B2B and B2C Corporate client for Start-to-End sales process and operation process. Got promoted within 6 months' time from individual contributor to Team Leader Position for IT security team. Guiding and helping IT and Non-IT Corporate client with suitable certification and preparation towards their career path and future opportunity. Set-up the sales process from scratch to best revenue generating team on floor for IT Security Team at Organizational level. Taking responsibility to trainee new employee in the team with the product knowledge and sales process to generate revenue to meet monthly target and after sales process. Setting up the pricing for the product, sales process and after sales process. Building team from scratch to generating revenue of 1.2 CR business on every quarter. Maintaining all data and sharing progress of the team with the higher management and with the team.

Identifying leads and working with them though 1:1 calls interactions to provide customized solutions to the customers. Closing on sales and booking of required Financial Transitions post sales. Explaining the course journey thoroughly and giving a demonstration over the video calls. Maintaining close follow up of new prospects and retain already enrolled learner by solving their doubts. Track metrics to ensure that the targets are meet on a weekly basis. Build & manage Sales pipeline. Helping all the new joiners with the doubt resolution and also helping them to close the deals.

Managing sales force and channel to achieve their monthly and yearly target. Planning and tracking on daily basis to fulfill organization's demand sales target. Managing business though branch channel. Maintaining close follow up of new corporate and retain managed corporate client. Training of newly joined employees for product, documentation, sales process and offers. Meeting High Net Worth Individual client for sales and services. Tracking and reporting sales performance including pipeline, acquisition results and market conditions. Hiring of sales executives and onboarding process.

Meeting right prospects within proper channel to fulfill the needs of the individual customer. Closing of sale and services customer calls. Business development to acquire individual client and corporate. Maintaining close follow up of new corporates and retain managed one. Training of new employees for product, documentation, and process. Meeting HNI clients and up fluent client to fulfill their travel and financial needs. Part of exclusive first Platinum Team since Jan 2018 for Bangalore location. Tracking and reporting sales performance including pipeline, acquisition results and market conditions. Deployed in Bangalore International Airport for sales and promotion of Amex cards and highest Platinum cards sales contributor of 2019 year for Bangalore location.

Tailoring customized financial products as per clients need. Renegotiation with existing clients for higher revenue generation. Provide consultancy services to clients for their investments needs. Formulate acquisition strategies to develop the scope of business. Building and maintain personal relationship with (TASC Customers) like GOVT. Dept. Accounts, Public and Social institution. Ensure client retention. Handling mapped branches and there leads to close. Handling direct sales for lead generation. Done cross sales of different type of products like Home Loan, Car Loan, Loan against Property, CMS, FMS. On boarding of PDW Govt. account with the funding of RS. 206 CR, which is all time highest net worth funded account for Gaya Main Branch.