Shivdeep

• Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
• Led regular team meetings to keep sales personnel motivated with tips, techniques and relevant information.
• Built strong team by recruiting and developing top sales talent.
• Implemented CRM system improvements that streamlined lead tracking and follow-up processes, leading to higher conversion rates.
• Set ambitious sales goals and motivated strong performance to keep team growing effectively.
• Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
• Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
• Boosted sales performance by implementing effective team training and coaching strategies.
• Mentored junior team members to develop their skills and advance their careers with the company.

• Advocating client partners on business tactics and strategies to help achieve their business goals while also focusing on the means of company’s revenue.
• Building rapport with clients by collaborating with existing IB within company.

• Conducting constant research and development on market trends through social media.

• Updating database on B2B via Lead Generation.

• Recruitment of partners / IB via face-to-face meetings and virtual meetings.

• Turning cold leads to lead investors.

• Leading the business developers by providing necessary trainings, closing rough deals and working on meeting sales target via virtual meeting sessions.

• Generated new business with marketing initiatives and strategic plans.
• Reached out to potential customers via telephone, email, and in-person inquiries.

• Building and maintaining relationships with new and existing clients.
• Ensuring customer satisfaction through professional communication
• Assisting clients with queries pertaining to trading related matters and paperwork
• Promoting the company’s products and services in an effective manner
• Maintaining and updating our CRM. Using Voiso for calls.

• Explored and trained in handling foreign exchange currencies while handling international clients.
• Assisted clients in creating their trading account to ensure the accurate requirements are filled that aid in KYC approval process, as a client advocate.
• Worked with internal departments to ensure client needs are understood and satisfied.
• Handled client complaints by collecting, analyzing, and improving their customer experience to provide a win-win situation.
• Worked closely with business developers, team leader and managers when it came to providing solutions for irate and regular clients.

• Equipped in using the CRM software for data management system, Zoiper for calls, Skype, and Outlook for both follow ups and internal use. MT4 & MT5 (client application to access their profile and daily trading trends).
• Conducted daily follow ups via calls to clients for sales by understanding their needs and handling objections/ requirements to work with.

• Interacting with guests to get feedback on product quality and service levels