John Concepcion
Sales and Marketing
Dubai
Summary of Career
1. Meeting assigned sales goals for bringing in new business to the firm
2. Conducting personal lead generation activities as required to fill the pipeline with new name opportunities and attain sales quotas, including cold calling, seminar or tradeshow participation and networking in the local community
3. Conducting personal lead generation activities as required to fill the pipeline with new name opportunities and attain sales quotas, including cold calling, seminar or tradeshow participation and networking in the local community
4. Managing the sales process including developing, qualifying and managing the prospect through the sales cycle
5. Generating and qualifying sales leads and then meeting with prospects
6. Bringing partners and others with technical expertise and specialized knowledge into the sales process at the appropriate points
7. Providing specific information for proposals to be generated by the sales coordinator, including complete prospect information, engagement and service details and any special terms and conditions
8. Maintaining pipeline and forecast information as well as prospect contact information and status in your firm’s CRM or contact management database
9. Responding to requests for information from prospects with appropriate documentation, using the sales coordinator when available and appropriate
10. Transitioning closed engagements to the assigned partner
Experience as Relationship Officer
Commercial Bank of Dubai
01 January 2014
01 January 2015
• Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
• Perform as key contact for selected customer relationships under Banker guidance.
• Initiate apt activities to ensure on time and scheduled response to customers.
• Ensure to alert Banker with respect to any delays along with potential issues.
• Support to open and link new accounts on One Source.
• Provide assistance to Banker to attain approval on new account openings.
• Review independently all documents and link entire customer accounts to suitable relationship.
• Implement and supervise all unsolicited trade activities.
• Ensure to alert Banker of prospective sales opportunities surface from discussions with clients.
• Conduct evaluation of client's accounts.
• Collect mandatory information to analyze client situation.
• Develop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.
• Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.
Experience as Sr. Relationship Officer
Noor Bank
01 January 2015
06 August 2015
• Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
• Perform as key contact for selected customer relationships under Banker guidance.
• Initiate apt activities to ensure on time and scheduled response to customers.
• Ensure to alert Banker with respect to any delays along with potential issues.
• Support to open and link new accounts on One Source.
• Provide assistance to Banker to attain approval on new account openings.
• Review independently all documents and link entire customer accounts to suitable relationship.
• Implement and supervise all unsolicited trade activities.
• Ensure to alert Banker of prospective sales opportunities surface from discussions with clients.
• Conduct evaluation of client's accounts.
• Collect mandatory information to analyze client situation.
• Develop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.
• Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.
Experience as Sr. Sales Officer
National Bank of Abu Dhabi
06 August 2015
01 January 2019
• Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross product holding per client.
• Build, understand and sustain relationships with the client’s
• Consistent and frequent communication with client providing complete, concise portfolio valuations and guidance.
• Serve as a problem-solver for the client, helping them identify investment criteria, recognize and handle concerns that arise as consultation moves closer to decision.
• Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment. Retain existing high value clients by growth of wallet with the bank through relationship management activities.
• Resolve client queries without further escalation.
• Effectively convert service recovery to sales opportunities and sustained client loyalty.
Experience as Supervisor
MoneyGram International Ltd.
01 January 2019
31 March 2020
• Setting goals for performance and deadlines in ways that comply with company's plans and vision.
• Organizing workflow and ensuring that employees understand their duties or delegated tasks.
• Monitor productivity and providing constructive feedback and coaching
Experience as Sales Officer
EMIRATES ISLAMIC BANK
31 March 2019
01 September 2019
• Responsible for achieving the monthly sales targets, assigned for various products and services offered by EIB.
• Cross sell new product and service opportunities.
• Proactively identify sales prospects and do business development activities in the geography assigned.
• Follow up on new leads and referrals to generate business.
• Follow the various internal guidelines and procedures of the bank.
• Ensure customer satisfaction.
• Resolve client queries without further escalation.
• Maintain periodic status reports, including daily activity report and calls/follow-ups made.
Experience as Sales and Marketing
MIM International Consultancy
01 January 2020
Meeting assigned sales goals for bringing in new business to the firm
• Conducting personal lead generation activities as required to fill the pipeline with new name opportunities and attain sales quotas, including cold calling, seminar or tradeshow participation and networking in the local community
• Developing and maintaining required expertise in assigned services and products to independently qualify prospects for appropriateness of fit
• Managing the sales process including developing, qualifying and managing the prospect through the sales cycle
• Generating and qualifying sales leads and then meeting with prospects
• Bringing partners and others with technical expertise and specialized knowledge into the sales process at the appropriate points
• Providing specific information for proposals to be generated by the sales coordinator, including complete prospect information, engagement and service details and any special terms and conditions
• Maintaining pipeline and forecast information as well as prospect contact information and status in your firm’s CRM or contact management database
• Responding to requests for information from prospects with appropriate documentation, using the sales coordinator when available and appropriate
• Transitioning closed engagements to the assigned partner
Experience as Sales and Marketing
W2WTS
01 September 2019
31 December 2019
• Engages in superior customer service by making information readily available
• Persists in sales even in the face of failure
• Demonstrates products and services as deemed necessary by clients and management
• Schedules appointments and meetings as necessary
• Answers questions from clients
• Makes product knowledge readily available to self and other sales people through various resources
• Finds ways to sell products in the face of a down market
• Researches client base to find new types of customers and sells to them accordingly
• Creates a plan for gaining customers and then retaining them based on warranties or guarantees
• Analyzes and creates a plan for engaging the target market
• Analyzes the competition to create a plan for engagement
• Makes product appeal to the target market
• Trains other sales people in the art of selling
• Makes sure that all salespeople meet quota during a given period
• Sets up booths at trade shows and demonstrates the quality or uses of a product
• Demonstrates superior time management skills and meets sales deadlines
Bachelor 12 March 2001
BSC ManagementOther 23 February 2018
Filipino Institute Dubai, UAE Logistics