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Manoj Rai

@manojrai

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Sales professional with expertise in client retention and business development.

Australia

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What I'm looking for

I seek a dynamic role in sales where I can leverage my expertise to drive growth and foster client relationships.

I am a seasoned sales professional with extensive cross-industry experience spanning Banking & Finance, Mortgage Broking, and Telecommunications. My career has been marked by a consistent track record of exceeding sales targets and building strong client relationships. At Fat Prophets, I successfully established 400 client relationships within my first year, showcasing my ability to drive new business and renewals effectively.

My role as a Customer Value Specialist at Bupa involved providing personalized solutions and maintaining customer satisfaction through effective communication and service. I thrive in competitive environments and am passionate about leveraging my skills in account management and relationship building to create value for my employer. I am committed to continuous improvement and have a strong focus on achieving results through teamwork and leadership.

Experience

Work history, roles, and key accomplishments

Customer Value Specialist

Bupa HI Pty Ltd

May 2024 - Nov 2024 (6 months)

Provided personalized solutions and services to customers, maintaining contact records and educating them on Bupa's products. Analyzed trends to propose solutions and contributed to continuous improvement initiatives.

Customer Relationship Management Sales Problem Solving Compliance Management Customer Education Data Analysis Communication Team Collaboration

Senior Account Manager

Fat Prophets

Dec 2018 - Jan 2024 (5 years 1 month)

Managed client relationships and sales, conducted heavy outbound calls, and trained a sales team. Successfully built a client base from scratch and consistently met sales targets.

Account Management Sales Strategy CRM Software Team Leadership Market Analysis Communication Negotiation

Senior Investment Strategist/Customer Success Coach

JR Prosperity Partners Pty Ltd

Jan 2015 - Feb 2021 (6 years 1 month)

Responded to client queries, identified needs, and facilitated property investments. Built relationships and networks for lead generation while training new staff.

Investment Sales Relationship Management Training Lead Generation Communication Negotiation

Mortgage & Finance Broker and Finance Coach

Skillful Financial Services

Jan 2016 - Oct 2018 (2 years 9 months)

Managed all aspects of mortgage and finance solutions, including client consultations and loan processing. Developed marketing campaigns to generate leads.

Mortgage Consultation Loan Processing Marketing Strategy Compliance Management Relationship Management Communication Negotiation

Project Officer/Team Leader

Telstra

Jan 2006 - Dec 2010 (4 years 11 months)

Developed strategies to win back clients, managed a sales team, and processed client paperwork. Successfully met sales targets.

Sales Strategy Team Leadership Data Entry Communication Customer Service Problem Solving

Home Finance Manager

Westpac

Feb 2005 - Jan 2006 (11 months)

Built a network of referral sources and cross-sold bank products. Provided training to staff and executed sales plans to generate business.

Sales Management Training Referrals Client Relationship Management Product Knowledge Marketing Strategy Communication Negotiation

Relationship Manager Commercial Business

Commonwealth Bank of Australia

Jul 2002 - Jan 2006 (3 years 6 months)

Supported commercial objectives, developed sales strategies, and coached employees. Managed a portfolio of business accounts.

Client Relationship Management Sales Strategy Coaching Customer Service Market Analysis Communication Problem Solving Negotiation

Education

Degrees, certifications, and relevant coursework

University of Western Sydney

MBA, International Business

1996 - 1998

Completed a Master of Business Administration with a focus on International Business, gaining skills in management, finance, and global business strategies.