SUMIT TALUKDAR

Develop processes to manage the entire sales funnel; Manage the full sales cycle; Identify areas and opportunities for prospects in all industry sectors and technologies; Develop and own new prospect relationships; Develop and negotiate commercially viable deals; Collaborate to create strategic Go-To-Market campaigns and work to target specific verticals.

Requirements Gathering, Requirements Analysis. Following discussion with the technical team providing quotation to IFAs for white labelling software; Introducing features like client onboarding, customizing portfolio report etc.; Handling PAN India and management of the Presales and Post sales team; Conducting seminars in PAN India in order to introduce new products with complete presentation; Launching FundExpert software and mobile applications in metro cities; Developing business plans and guiding the advisors through the execution of the same; Management of Customer Relationship.

Discussion with IFA (Individual Financial Advisor) to pitch them about GO Digital software; Requirements Gathering, Requirements Analysis. Following discussion with the technical team providing quotation to IFAs; Introducing features like client onboarding, customizing portfolio report etc.; Handling Eastern region of India and management of Pre sales and Post sales team; Conducting seminars in PAN India in order to introduce new products; Advising all the IFAs about Mutual Funds as well as the Financial planning as a Business coach.

Discussion with IFA (Individual Financial Advisor) to pitch them about OFA (Omni Financial Advisor); Providing IFAs their online platforms to grow their businesses; Advising all the IFAs about Mutual Funds as well as the Financial planning as a Business coach.

Business Analysis: Requirements gathering and analysis; Assisting with the business cases; Translating and simplifying requirements; Requirements management and communication; Using Leading and Lagging indicators for strategy optimization. Also handled Business Development (Achieving prime goal of set target, B2C and B2B sales support & support, Customer Profiling, Sales operation and reporting, Lead generation) and Educational Training (On strategy back testing and optimization of strategy, On TradersCockpit product & Technical analysis, Conducting Live seminar and Webinar on TradersCockpit products & Technical analysis).

Handling B2C sales of TradersCockpit tools; Generating revenue through sales of TradersCockpit tools and training; Achieving prime goal of set target; New customer acquisition; Technical support on TradersCockpit tools; Organizing training/seminar/webinar.