Eli Akbari
Marketing/Sales
San Ramon,CA
Summary
Proactive Manager with strong background in financial analysis, budgeting, cold calling, prospecting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Overview
19
19
years of professional experience
Work History
Marketing/Regional Sales Manager
GCI
2021.01 - Current
- Managed projects and and website quality.
- Oversaw QA for new websites applications.
- Called on over 50 prospects a day, closing 10% into sales contracts.
- Recognized, documented, and advised on Sales Practices acheiving 100% of sales goals.
- Gathered information, prepared reports, and drafted correspondence related to contracts and marketing.
- Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Increased regional sales by implementing strategic marketing plans and nurturing key client relationships.
Safety Coordinator/Equipment Rental Specialist
Sunbelt Rentals
2019.06 - 2021.01
- Received/dispatched/prioritized orders and contracts
- Managed drivers and routes to ensure prompt delivery of equipment to and from customers
- Oversaw application of appropriate DOT standards: reporting, scheduling, supports customer service/sales goals
- Responsible for delivery safety training modules to employees and ensuring ongoing adherence to safety processes/documentation
- Worked closely with Branch Manager on developing annual fiscal business plan and tracking opportunities for risks/opportunities, as it pertained to business goals
Operations Manager
USE Credit Union
2018.08 - 2018.12
- Maintained branch operational procedures ensuring compliance, while delivering the highest level of member experience
- Supported daily sales efforts and managed team member activities to achieve branch goals
- Responsible for monthly/quarterly audit functions-fraud control, reconciliations, and branch certifications
Property Manager
RH Investments
2018.01 - 2018.07
- Supervised property renovations, while adhering to budget constraints
- Coordinated activities, resources, and equipment for multiple projects
- Maintained investment property financial reporting and accounting
Mortgage Officer
Flagstar Bank
2016.05 - 2017.06
- Proactively generated new business through prospecting, networking and marketing
- Gathered all needed documents and financial information and submitted to underwriter for loan approval
- Assisted customers in selecting the right loan program that best fit their needs
Senior Banker
US Bank
2015.09 - 2016.03
- Performed intermediate duties and support related to branch operations
- Assisted customers in selecting and maintaining various accounts and financial services: home equities/personal loans
Assistant Manager/Branch Manager
Wells Fargo
2013.11 - 2014.10
- Managed personal sales goals while taking on Branch Manager duties
- Facilitated Teller/Banker skill drills and one-on-one training around sales product knowledge and triggers
- Team Lead in the closure of a Wells Fargo Branch
Service/Operations Manager II
Wells Fargo
2005.12 - 2013.11
- Ensured compliance and adherence with bank policies and operational integrity
- Coordinated and coached teller team around sales, cash handling, and delivering outstanding customer service, achieving Districts highest Gallup Survey scores over 8 quarters
- Reduced operational costs by 50% optimizing resource allocation and closely monitoring expenses.
Education
Business Management - Business Management
San Diego State University
San Diego, CA05.2003
Skills
- Customer Relationship Building
- Lead Qualification
- CRM Management
- Leads Prospecting
Professionalawardsachievements
- 2012 Star Performer Award-Wells Fargo-San Ramon Valley District
- 2013 Platinum Club Award-Greater Bay Region
- Successfully passed 9 Audits as Bank Operations Manager
- Assisted in the launch of the largest aerial branch in California at Sunbelt
- Nominated Sunbelt 'Safety Coordinator of the Year'
- Received perfect audit scores on customer acknowledgment and customer assessment reports at Sunbelt
Timeline
Marketing/Regional Sales Manager
GCI
2021.01 - Current
Safety Coordinator/Equipment Rental Specialist
Sunbelt Rentals
2019.06 - 2021.01
Operations Manager
USE Credit Union
2018.08 - 2018.12
Property Manager
RH Investments
2018.01 - 2018.07
Mortgage Officer
Flagstar Bank
2016.05 - 2017.06
Senior Banker
US Bank
2015.09 - 2016.03
Assistant Manager/Branch Manager
Wells Fargo
2013.11 - 2014.10
Service/Operations Manager II
Wells Fargo
2005.12 - 2013.11
Business Management - Business Management
San Diego State University
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