Susant Tripathy

Cell: +971527866752 Email: tripathysusant@gmail.com

Professional Summary• High – performing strategic – thinking professional with more than 8

years’ experience in employment services in Banking and Financial sectors;

• Highly skilled at relationship – building with clients and across organizations and teams; exceptional writing, presenting and interpersonal communication skills;

• Adept at assessing needs, generating options, and implementing solutions in collaboration with clients and stakeholders;

• Accomplished with a proven track record in people and business management in a variety of settings. A people and task oriented individual with the ability to build strong relationships with both clients and colleagues;

• Excellent negotiating and problem solving skills and a proven ability to manage and complete projects to the highest standard;

• Proficient with the marketing related research tools, applications, and methodologies;

Areas of Expertise• CRM• Client Acquisition • Process Development &

Operations

• Re-seller relationship Optimization

• Consultant • PL/SQL, MS-Office

• E-Commerce• Marketing

EducationMBA: Marketing & Finance, 2007

Regional College of Management – Bhubaneswar, IndiaProfessional Experience

Sales ConsultantSeptember 2013 to Till DateNational Bank of Abu Dhabi – Dubai, UAE

• Acquire new corporate clients for the bank by opening their company’s privileged account and open their entire staff’s payroll accounts;

• Achieve the targets set in terms of the product mix and customer segment;

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MBA – 8+ years of experience in Banking & Finance Industry

• Work closely with Manager to assist in joint promotions for new acquisition of clients across segments;

• Develop the retail and corporate market segment to get the max share of the wallet in liabilities;

• Assist in implementation of promotions and below the line activities in conjunction with the Centre Manager and Branch Manager for new acquisition of customers across segments;

• Achieve the budgeted cross sell targets on Trade Finance, Working Capital, LC & other SME products when required/launched

• Participate in sales calls & acquire large prospective customers;• Derive insights to competitor sales activities and effectively counter

the efforts;• Continuously provide feedback to the Manager of the acceptance of

the products in the market and suggested changes that could provide impetus to the sales efforts;

Sales OfficerMarch 2012 to August 2013First Gulf Bank – Dubai, UAE

• Under general supervision, and in accordance with established lending policies, responsible for the asset products into corporate and retail banking;

• Taking care of First Saving Certificates, short-term & long-term Investments and other third party products;

• Responsible for accuracy and timeliness of reports, resolution of problems, and contact with clients as needed;

•  Follow up on documentation, submit the required documentation for approved clients to Credit Risk Management;

• Follow up with the support of other departments for problem solving and liaising with Sr. Managers for decision making;

• Achieve sales objective within product range, pursue walk-in prospects and interact with clients for understanding their needs and relationship management;

• Initiating & developing marketing plan and implement it as per agreed objectives for maximize profitability & achieve business growth;

CRM (Analyst)January 2010 to February 2012Barclays – Hyderabad, India

• Collect, analyze, report on sales performance data to increase general sales productivity and effectiveness; Prepare and present analysis to share insights from analysis and to support and influence decision-making. Serve as an advisor to sales leadership on performance/results;

• Monitor data and provides analysis to illustrate sales trends, identify weaknesses in current sales execution and support future sales strategy;

• Facilitate sales review sessions focused on budget milestone requirements to ensure timely and quality execution of overall sales plan, including plan reviews and meeting key milestones according to plan targets;

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• Provide detailed and accurate reporting to Sales management on a weekly, monthly, and quarterly basis to support business objectives; Includes production of detailed monthly reports to track key sales metrics including pipeline, sales-to-date, won - loss reports, quota attainment, etc;

• Focus on product and marketing analytics including sales trending, product profitability, customer analytics and reporting;

• Active participant working collaboratively with sales management and finance on transforming Business Unit revenue/sales plan target into sales plan goals by territory and individual;

• Provide timely and professional support to inside and field sales organization as it relates to CRM usage, including opportunity management, quotation generation, forecast submission, reports and sales operations processes;

• Work with the user community to establish and maintain data integrity within the CRM system; Includes guiding sales users in entering accurate data that drives forecasting in our CRM tool;

• Assist in the development and implementation of sales territories, including consequences for record ownership and teams;

• Constantly evaluate current processes and make recommendations for improvement, standardization and tools. Identify and execute on ideas to generate business intelligence and generate commercial benefit to the sales organization;

• Support our global customer management system – including administration, training, enhancement definition, and testing;

Sales ManagerJune 2008 to December 2009MetLife Alico – Bangalore, India

• Handled a team of 25 team members and 4 Telesales;• Managed the corporate relationship base of the assigned Team /

business portfolio;• Followed by company policies, submit the required documents for

issued the cases with the help of operation department;• Provided sales training to the team through IRDA;• Coordinating with the team to achieve the business targets;• Tracking of cold calls, generating leads and fix up the appointments of

team members, closing of leads along with the team;

Financial AdvisorJune 2007 to May 2008AXA – Bangalore, India

• To provide financial solutions (Wealth & Investment products) to the clients;

• Making of calls, fix up the appointments with clients, closing of calls and taking reference to generate new leads;

• Acquiring New Clients for generating the new business;• To prepare sales plan and delegate the targets;

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