Shree Jaiswal
Sales Specialist- SME Acquisition (Accounting & Professional Services)
Christchurch,CAN
Summary
Creative Business Development Manager with impressive track record of improving sales and growing company customer base. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management and business development with exceptional communication abilities.
Overview
2033
2033
years of professional experience
5
5
years of post-secondary education
Work History
Sales Specialist
MYOB
Christchurch, Canterbury
1 1 - Current
- Meet customers across Australia and New Zealand virtually to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
- Showcase product features to customers and discussed technical details to overcome objections and lock in sales.
- Manage a value-based sales cycle and deliver rigorous pipeline management
Partner Centre Advisor
MYOB
Christchurch, CAN
01.2020 - 12.2020
- Inspire, educate and onboard new partners with MYOB
- Build the capability of accountants and bookkeepers to drive the referral and sales of MYOB cloud-based SME products.
- Participated in team-building activities to enhance working relationships.
Phone Sales Activation Manager
MYOB
Christchurch, CAN
04.2018 - 01.2020
- Built the capability of non-engaged accountants and bookkeepers to drive the referral and sales of MYOB cloud-based SME products; with specific responsibility for partners that are managed via the telephone.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Senior Corporate Sales Manager
HDFC Life
Mumbai, India
01.2013 - 10.2013
- Responsible for working with a team of Corporate Account Managers for leading Indian bank HDFC Bank (Channel Partner)
- Sourced the targeted Life Insurance Policies through the engagement, team management and by developing relationships with Bank professionals.
- Coached and promoted high-achieving sales and account management employees to boost company growth.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Branch Manager
ICICI Securities Ltd
Mumbai, India
01.2011 - 12.2011
- Cross selling of all financial products to the customers through customer service, team management and engagement Skills.
- Achieving individual and team sales target.
- Managed branch sales, customer service, finances, and recordkeeping.
- Interviewed, hired, and developed team of 8.
- Worked directly with customers and associates to handle internal and external complaints and objections.
Branch Sales Manager
HDFC Life
Mumbai, India
01.2010 - 12.2010
- Engaged with a team of Sales/Business Development Managers and Business Leaders and actively involved in recruitment of Financial Consultants (FC) and sourcing Insurance business to achieve targeted business results
- Interviewed, hired, and developed team of 10
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Associate Business Manager
ICICI Prudential Life Insurance Co Ltd
Mumbai, India
08.2006 - 01.2010
- Completed 3 Regular Goal sheets and got promoted every year
- Joined as Unit Manager in August 2006 and got promoted as Agency Manager in July 2007, promoted to Senior Agency Manager in April 2008 and was promoted again to Associate Business Manager in April 2009
- Generated over 50 Advisors with 2 MDRTs, 1 Platinum, 2 Gold Premiers, 4 Gold Advisors and 2 Pinnacle Unit Managers
- Developed new business by networking with prospects and valuable customers.
- Devised effective marketing, sales and other promotional initiatives.
Investment Advisor
Net worth Stock Broking Limited
Mumbai, India
03.2005 - 08.2006
- Acquire and Manage portfolios of the clients, investing in Mutual Funds, Insurance, Tax saving Bonds, IPO Shares and Postal Scheme.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Education
Master of Professional Accounting - Accounting
University of Canterbury
01.2016 - 10.2017
Bachelors of Commerce - Advanced Financial Accounting and Management Accounting
Bangalore University
01.1999 - 01.2002
Skills
Account management
Lead prospecting
Strategic planning
Interpersonal communication skills
Customer Relations
Accomplishments
- 2022 :- 300% Target achievement YTD
- 2021 :- Selected as Sales & Support advisory Council at MYOB
- 2020 :- Qualified for the All-Star achiever’s club 2020 award
- 2011 :- Awarded to be the best Branch Manager achieving sales number
- 2010:- Qualified for International Trip for achieving Sales Target
- 2006 to 2010 :- Completed 3 Regular Goal sheets and got promoted every year. Joined as Unit Manager in August 2006 and got promoted as Agency Manager in July 2007, promoted to Senior Agency Manager in April 2008, and was promoted again to Associate Business Manager in April 2009.
Generated Over 50 Advisors with 2 MDRTs, 1 Platinum, 2 Gold Premiers, 4 Gold Advisors and 2 Pinnacle Unit Managers. Qualified for one International Trip and many awards and certificates for being top sales executive.
Timeline
Partner Centre Advisor
MYOB
01.2020 - 12.2020
Phone Sales Activation Manager
MYOB
04.2018 - 01.2020
Master of Professional Accounting - Accounting
University of Canterbury
01.2016 - 10.2017
Senior Corporate Sales Manager
HDFC Life
01.2013 - 10.2013
Branch Manager
ICICI Securities Ltd
01.2011 - 12.2011
Branch Sales Manager
HDFC Life
01.2010 - 12.2010
Associate Business Manager
ICICI Prudential Life Insurance Co Ltd
08.2006 - 01.2010
Investment Advisor
Net worth Stock Broking Limited
03.2005 - 08.2006
Bachelors of Commerce - Advanced Financial Accounting and Management Accounting
Bangalore University
01.1999 - 01.2002
Sales Specialist
MYOB
1 1 - Current