Moaz Jilani
Liverpool,NY
Summary
Dynamic, results driven sales strategist with more than 8 years record of achievement and demonstrated success, revenue growth, and visionary sales leadership in a highly competitive market. Solid track record securing key clients and increasing product distribution to grow market share and build new business while securing customer loyalty. Combine business insight with innate leadership abilities to recruit, build and retain top performing sales teams.
Overview
14
14
years of professional experience
Work History
Branch Manager /VP
Key Bank
11.2019 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch team and responsible for successful onboarding and training of new employees
- Developing a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and recommends products and services to help the client achieve their financial goals
- Developing centers of influence and networks in the community to identify prospective client referrals
- Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
- Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs Branch Operations
- Manage employee hours worked in accordance to and compliant with company's time tracking policies.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Personal Banker
Key Bank
12.2018 - 11.2019
- Consistently execute Key’s Branch Playbook and seeks opportunities to deliver distinctive client service with each interaction
- Establish preset appointments, deliver quality Financial Wellness Review conversations, identify needs, makes recommendations and follow ups
- Developed strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners
- Ensures compliance with operational, security and audit procedures and assist with coaching and training tellers and other branch professionals as needed
- Assisted clients with setting up or closing accounts, completing loan applications, and signing up for new services.
Regional Sales Manager
Bank of Punjab
06.2017 - 01.2018
- Managing 39 Territory branches to ensure that guidelines and protocols are being followed as per organization’s policies
- Developed customer and business proposition and ensured the execution through the branch network
- Forecasting annual, quarterly and monthly sales goals
- Assisting sales personnel in their techniques
- Developing specific plans to ensure growth both long and short-term
- Educating sales team with presentations of strategies, seminars and regular meetings
- Reviewing regional expenses and recommending improvements
- Developed and jointly execute a calendar of marketing and sales programs/campaigns
- Ensured business development on consistent basis
- Ensured relationship deepening by continuously visiting existing and prospective clients
- Handled customer complaints and issues and responded promptly and spontaneously with highest level of customer satisfaction with maintained
- Created brand awareness among prospective clients
- Collaborated in the recruitment, training and retention of staff.
Branch Manager
Bank of Punjab
08.2013 - 06.2017
- Managed difficult situations with customers and providing them with a resolution, information or additional options
- Ensured relationship deepening constantly and managed portfolio
- Ensured compliance with operational risk management policies and procedures and extending full support to operational staff, adopting problem solving approach to achieve branch’s operational goals
- Handled customer complaints or issues and response promptly and spontaneously with the highest level of customer satisfaction being maintained
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Created brand awareness and built image of Bank among prospective clients
- Responsible for recruiting, interviewing, counseling and
- Appraised branch staff monthly in terms of their potential and performance.
Management Trainee Officer and Operations Officer
Bank of Punjab
01.2010 - 08.2013
- Received training in Different departments of the bank to gain knowledge of departmental operations including Operations, Foreign trade and Credits department
- Gained knowledge and experience required for promotion to management position under direction of experienced personnel
- Worked in Branch Operations from January 2011 to August 2013.
Education
Masters in Commerce with Finance Specialization -
University Of The Punjab
01.2007
Bachelors in Commerce with Accounting Specialization -
University Of The Punjab
01.2005
Skills
- Sales Team Supervision and Coaching
- Strong Marketing Skills
- Territory Management
- Business Retention and Development
- Skilled Negotiator
- Process Improvement
- Strategic Planning
- Willing to travel
- Flexible Work Schedule
- Multilingual
- Notary Public
Timeline
Branch Manager /VP
Key Bank
11.2019 - Current
Personal Banker
Key Bank
12.2018 - 11.2019
Regional Sales Manager
Bank of Punjab
06.2017 - 01.2018
Branch Manager
Bank of Punjab
08.2013 - 06.2017
Management Trainee Officer and Operations Officer
Bank of Punjab
01.2010 - 08.2013
Masters in Commerce with Finance Specialization -
University Of The Punjab
Bachelors in Commerce with Accounting Specialization -
University Of The Punjab