Head of Sales

Position Title:Customer Success Regional SPOC

Experience:8+ Year

Location:Bhopal, Indore, Hyderabad,Jaipur

Skill set: B2B Sales, Finacial Saas, Edu Fintech, 

• Responsible for Embedded Stack - implementation between Institutes and LEO1
• Single point of support for ensuring seamless onboarding of students & coordination.
• Conducts Training (Product training to Institute management / training to institute staff/
• Review Calendars training / Onboarding student training)
• Responsible for communications between both the entities
• Responsible for ensuring weekly updates and monthly reviews are conducted
• Ensures to coordinate between the teams for all pointers mentioned on the Institute track Check sheet.
• He/she will ensure the review calendar rhythm is maintained and accomplished.
• Monthly calendar for institute visits and ensuring travel to institutes for monthly reviews
• Sharing data templates on time to institutes
• Assisting in uploading/ loading details
• Ensures Cards dispatch for his/ her institutes
• Ensure coordination to upload Fee structure from backend LEO1 teams
• Collate feedbacks and address them on war footing.
• Will be responsible for Lead traction, business conversions , tie up withs local vendors, banks etc and points of card usage

Required Key Skills :

• The role requires the person to interact with all top institutes, and their senior
• management teams we will need a seasoned resource.
• To be excellent in communicating skills and training skills
• They should be able to convince teams and staff on the products and get buy in.
• Should be open to travelling

Job Purpose

• Deliver on significant portfolio indicators and maximise resolution/ roll backs/ normalization / recoveries and influence reduction in bucket inventory by enhancing performance.

• Be the executor of collection strategies implemented by the ACLM/RCLM/Centre Head.

• To ensure that all laid down processes are adhered to without any deviations. Have checks and balances to ensure smooth process adherence.

Liaison with other functions and departments viz. sales , credit, operations , RIC, Legal Receivables Management

Job Responsibilities(JR) :

• Manage and deliver monthly performance in terms of, resolution, roll backs, recovery rates/ values as per the target set for the assigned portfolio.

• Review field follow-up for the portfolio managed towards achievement of target set.

• Monitor the agency / field executive’s performances periodically.

• Achieve the money collection under principal, fees & charges as per targets.

• Regular visit to yard and reporting thediscrepancies / compliant items as a visitreport. (Applicable for Auto, Two Wheeler,

Agri & CTG Loans)

• Ensuring timely allocation and field follow- up.

• Effectively address disputes, expired etc cases to prevent any probable escalation and highlight sensitive accounts to Area Collection Managers to prevent the same.

• Ensure trails updates are recorded in web- collections for follow-up on skip marking,deceased specifically apart from follow-up on normal portfolio.

• Ensure that the agency resources are optimally used wrt the number of visits, contacts, PTP conversion ratio etc.

• Ensure that calls are made on the portfolio thru recorded lines during the month at the agency level and field visit updates are available in the web-collections. Call recordings have to be validated and updated in the visit report submitted to the agency process Management

• All Banks process to be adhered to in totality in Unit performance

• Cash deposit process including monitoring TAT taken by agencies to deposit money collected.

• Receipt Management – including receipt recon, sighting of unused receipts, completion of lost receipt formalities.

• Settlement process involving issue of settlementletters to be in line with approvals received.

• Manage escalations and ensure resolution of all cases.

• Ensure repo process including repo kit to vendors, usage of repo app at agency level, valuation, sale of vehicle (online/ off line), RC

book updation are managed as per the laid down guideline.

• Training programs to be done monthly and all employees to be covered for minimum man hours every quarter.

• All vendor bills are processed within 30 days of work and no vendor bill is left unprocessed for 60 days at any given point of time

• Ensure 100% usage of collection system and receipt mobility (HHT).

• Ensure nil delay in cash TAT and mis-posting of payments Vendor Management

• Management of field/ referral vendors

• Ensure compliance from the vendors on laid down processes.

• Monitor performance of field agencies and address performance deficiencies.

• Ensure 100% compliance of critical items like DRA certification/ police verification etc.

• Code of conduct to be followed by the vendor across aspects of field and tele calling.

• In case of yard management, ensure set targets for the inventory movement in yard and sale process are met.

Regular review of vendors/yards basis their performance, man power invested productivity expectations and process norms.

Relationships and Roles

To ensure smooth functioning of day to day process, the position is critical to have close interaction with following functions

INTERNAL

• Sales (Sales Manager) : coordinating with sales for feedback and resolutions on Non-starters / frauds. Sharing data regarding negative profiles and areas basis portfolio trends

• Local Operations/CPU : coordinating for regular schedule uploads, receipt management, PDC management , PDC presentation. For retrieval of relevant documents for skip tracing and fraud cases

• Process team (Process Managers and Central team): For process and compliance related items EXTERNAL

• Collection Agencies : For delivery of numbers and compliance to process and regulatory requirement

Code Of Conduct & HR Trainings

To follow code of conduct guidelines of bank. Code of conduct training to be done at agency level as per process guidelines.

To nominate and get mandatory trainings done for self as per HR training schedules.

Legal

• Initiating legal in high POS delinquent cases.

• Coordination with legal team for effective use and execution of legal tools.

Educational Qualifications

Graduate / Post Graduate / MBA

Key Skills

• Should possess good communication skills

• Good leadership quality and molding and supporting the team for desired results as per management expectations(for \agencies/off-rolls staff)

• Should be able to handle deadlines and compliance items

• Should be good on follow up and accomplishment of targeted achievements

Experience Required

Sufficient hands on work experience of min. 2 years and above in financial industry

• Should have managed a team of agencies staff/outsourced staff demonstrating high level of competence.

• Should be mature enough to handle customer and agency xecutives/vendors pressurized situations and ensure targets /deadlines

• Should be mature enough to handle people in pressurized situations and ensure targets /deadlines met.

Major Stakeholders

Customers

• Branch Banking Team

• Operations / Sales / Process / RIC / Legal

Oversee the sales process to attract new clients.

Work with senior team members to identify and manage risks.

Maintain fruitful relationships with clients and address their needs effectively.

Research and identify new market opportunities.

Prepare and deliver pitches to potential investors.

Foster a collaborative environment within the organization.

• Cold calling, relationship building, follow up through emails.
• Generating new sales orders.
• Acting as a bridge between customers & the company.
• Identify relevant new business opportunities
• Efficiently and effectively process assigned opportunities into new business sales
• Research and build new and existing prospect accounts (i.e., adding contacts, sending regular emails, appointment setting)
• Consistently meet or exceed monthly and quarterly sales targets to secure new business

Specific Skill Set:

• Must be Very Good at English & Kannada Communication.
• Should have at least 2 years of experience as a Sales promoter in the medical field.
• A strong desire to become a sales professional.

We an Education Technology Company and we are looking for a competitive and trustworthy Sales Executive to help us build up our business activities.

Sales Executive responsibilities include discovering and pursuing new sales prospects, negotiating deals and maintaining customer satisfaction. If you have excellent communication skills and feel comfortable reaching out to potential customers to demonstrate our services and products through email and phone, we’d like to meet you.

Ultimately, you’ll help us meet and surpass business expectations and contribute to our company’s rapid and sustainable growth.

We deal with business to business and our sales are handled from the office itself (no travelling required)

Job Responsibilities:

• Builds business by identifying and selling prospects; maintaining relationships with clients.
• Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options.
• Sells products by establishing contact and developing relationships with prospects; recommending solutions.
• Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.
• Identifies product improvements or new products by remaining current on industry trends, market activities, and competitors.
• Prepares reports by collecting, analyzing, and summarizing information.
• Maintains quality service by establishing and enforcing organization standards.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Contributes to team effort by accomplishing related results as needed.

Skills:

• Presentation Skills
• Client Relationships
• Emphasizing Excellence
• Energy Level
• Negotiation
• Prospecting Skills
• Meeting Sales Goals
• Creativity
• Sales Planning
• Independence
• Motivation for Sales

• Manage sales operations in assigned district to achieve revenue goals.
• Supervise sales team members; the BSMs, on daily basis and provide guidance whenever needed.
• Identify skill gaps and conduct trainings to sales team.
• Work with team to implement new sales techniques to obtain profits.
• Assist in employee recruitment, promotion, retention and termination activities.
• Conduct employee performance evaluation and provide feedback for improvements.
• Contact potential customers and identify new business opportunities.
• Stay abreast with customer needs, market trends and competitors.
• Maintain clear and complete sales reports for management review.
• Build strong relationships with customers for business growth.
• Analyze sales performances and recommend improvements.
• Ensure that sales team follows company policies and procedures at all times.
• Develop promotional programs to increase sales and revenue.
• Plan and coordinate sales activities for assigned projects.

• Provide the team with a vision and objectives; manage key performance indicators
• Set the monthly, weekly, daily targets for the team and ensure that the targets are achieved
• Maintain the sales report of the team
• Needs to own hiring, firing and deliverables of at least 10 education counselors
• Motivating & mentoring team to achieve & exceed targets
• Design & develop business models
• Conducting weekly reviews for performance & training
• Identifying the areas of improvements & KPI’s
• Involved in a lot of calling on phone for negotiation and objection handling

• Assisting the Client Support Manager in developing efficient systems to support the work of the Client Support Team.
• Revenue generations through Cross Selling products & Interest Collection.
• Maintain good relationships with clients so that the business can

maximize the value of those relationships.

• Customer Relationship and Follow-up.
• Maintenance of important registers and daily reports.
• Cash Management and accounting.
• CASA management (Current Account /Savings account )
• Sourcing of New Customers to increase Gold loan Business, Gold Appraisal.