Zainab Kalair

Perform analytics of Sales Team’s performance by tracking, reporting, and forecasting tools to increase visibility of sales performance and accountability of account managers. Continuously monitor proposals and provide analytics on open, won, and lost opportunities.

• Monitored, tracked, and reported progress on all ongoing and new projects within the organization, ensuring alignment with strategic goals and reporting to the CEO on a weekly basis.
• Responsible for organization-wide strategic planning, including goal setting and developing short, mid-term, and long-term corporate and departmental strategies.
• Promoted continuous improvement of structures, processes, and systems to enhance value, controls, and efficiency across functions.
• Developed and managed project portfolios, overseeing all project stakeholder management, including coordination with all C- suite executives.
• Led cross-functional teams to achieve project goals on time.
• Identified potential project risks, developed mitigation plans, and collaborated with business owners to track and report on identified risks with weekly reporting to the CEO.

Render professional financial and customer service support and critical guidance to help customers meet their financial goals; consistently exceeding monthly financial service sales targets through proactive outreach. Leveraged insurance licensure to set up customized policies. Managed end-to-end customer documentation while ensuring compliance with regulatory standards.
• Collaborate with banks and financial companies including lien holders and interested parties to set up policies for mutual clients.
• Review and recommend suitable investment options to customers by accumulating facts and conducting needs analyses during
one-on-one consultancy sessions; pitch quotes and cross- and upsell additional suite of services.
• Overachieved on the monthly financial services sales target by 100% through quick rapport and relationship building.
• Ensure swim resolution of customer billing, reinstatement, and payment method issues through timely escalation.

Helped grow the business from 1 to 20 accounts within less than 3 months through a proactive vendor outreach; pitched viable products by assessing vendor demand and negotiated prices. Processed and recorded daily invoices using the proprietary system.