Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
AccountManager

Shibin Sreedharan

Round Rock,USA

Summary

Dynamic and results-driven sales professional with 9 years of experience in business development, client relationship management, and strategic sales execution. Proven success in driving revenue growth and expanding market share, particularly within the renewable energy sector. Adept at building and maintaining strong relationships with customers, identifying new business opportunities, and delivering tailored solutions to meet client needs. Demonstrated ability to lead cross-functional teams, optimize sales processes, and consistently exceed targets. Skilled in leveraging CRM tools and data-driven insights to track performance and refine sales strategies. Passionate about renewable energy and committed to contributing to the success and growth of the solar materials industry.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Premier Relationship Manager

NatWest Bank
03.2021 - 07.2022
  • Successfully managed risk exposure in client portfolios through prudent investment recommendations based on thorough research and analysis.
  • Improved overall client satisfaction by addressing concerns promptly and resolving issues effectively.
  • Conducted regular portfolio reviews with clients to assess progress towards their financial goals, recommending adjustments as needed.
  • Effectively communicated complex financial concepts in clear language that enabled clients to make informed decisions about their investments.
  • Provided comprehensive support during investment planning processes, resulting in well-informed decision making by clients.
  • Maintained up-to-date knowledge of regulatory requirements and industry best practices to ensure full compliance within all aspects of the role.
  • Navigated challenging market conditions with sound judgement, providing reassurance to clients during periods of economic uncertainty.
  • Delivered exceptional service through active listening, empathetic communication, and prompt follow-up on client requests.
  • Consistently met or exceeded annual sales targets while maintaining high levels of client retention and satisfaction rates.

Relationship Manager

Mashreq Bank
07.2019 - 09.2019
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Implemented CRM best practices, improving data accuracy and usability for client management.
  • Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
  • Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
  • Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
  • Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
  • Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Branch Banker

Emirates Islamic Bank
01.2018 - 06.2019
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Optimized branch performance by analyzing key metrics and implementing targeted action plans.
  • Improved customer satisfaction by providing personalized banking solutions and efficient service.
  • Strengthened client relationships, offering tailored financial advice to meet individual needs.
  • Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
  • Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
  • Managed branch operations for seamless transactions and excellent customer experiences.
  • Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.

Senior Relationship Officer

Abu Dhabi Commercial Bank
12.2014 - 12.2017
  • Proactively identified areas for improvement within the department''s systems or procedures.
  • Built long-lasting partnerships with both corporate partners and individual investors.
  • Enhanced client loyalty by delivering exceptional service and resolving issues proactively.
  • Assisted clients in navigating challenging financial situations by offering expert guidance and support.

Tax Analyst

Ernst & Young
12.2010 - 11.2014
  • Analyzed tax issues and made recommendations for remediation to management.
  • Conducted targeted tax research to facilitate informed project planning and compliance efforts.
  • Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
  • Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.

Education

BBA - Economics

Bangalore University
Banagalore
12-2010

Skills

  • Sales Proficiency
  • Strategic Development
  • Sales Revenue Increase
  • Portfolio Management
  • Renewable Energy Expertise
  • Collaborative Relationship Development
  • Problem Solving
  • Solution-Oriented Sales Expertise
  • Knowledge of Sustainable Energy Solutions
  • Technical Account Management
  • Skilled in Negotiation Processes
  • Market Analysis
  • Team leadership
  • Customer Relationship Management Software Expertise
  • Effective Presentation Skills
  • Contract Management
  • Professional Networking
  • CRM Proficiency
  • Data-Driven Sales Projections
  • Lead Generation
  • Client needs Assessment
  • Sales Training
  • Market Analysis
  • Sales Metrics Tracking
  • Conflict Resolution
  • Decision Making
  • Collaborative Teamwork
  • Sales Performance Optimization
  • Account management

Certification

Salesforce Admin

Salesforce Sales & Marketing Cloud

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Arabic
Professional Working

Timeline

Premier Relationship Manager

NatWest Bank
03.2021 - 07.2022

Relationship Manager

Mashreq Bank
07.2019 - 09.2019

Branch Banker

Emirates Islamic Bank
01.2018 - 06.2019

Senior Relationship Officer

Abu Dhabi Commercial Bank
12.2014 - 12.2017

Tax Analyst

Ernst & Young
12.2010 - 11.2014

BBA - Economics

Bangalore University

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Shibin Sreedharan