Experience

Sarma

• United States
• Financial Services
• 1 - 100 Employee

• Senior Account Executive

  • Oct 2011 - Present

  Sales and support of all of Sarma's various products and services, representative for Transunion Credit and Experian Business Reports.

• Senior Account Executive

  • Oct 2011 - Present

  San Antonio, Texas Area PRINCIPAL ACCOUNTABILITIES (ESSENTIAL FUNCTIONS) * Promotes and sells all credit reporting products and services to existing customers and prospective customers in a proficient manner in order to achieve profitable sales. * Travels throughout assigned territory, to include both San Antonio and Corpus Christi, and surrounding cities to call on assigned and prospective customers to ensure they are fully satisfied with company services and/or aware of services, programs… Show more PRINCIPAL ACCOUNTABILITIES (ESSENTIAL FUNCTIONS) * Promotes and sells all credit reporting products and services to existing customers and prospective customers in a proficient manner in order to achieve profitable sales. * Travels throughout assigned territory, to include both San Antonio and Corpus Christi, and surrounding cities to call on assigned and prospective customers to ensure they are fully satisfied with company services and/or aware of services, programs, promotions, etc. which may be of benefit to customers. * Develops, disseminates and executes weekly sales plans and recaps utilizing the assigned computer and Customer Relationship Management databases to assure that sales and marketing objectives are met in a timely and profitable manner. This can also include periodic sales reports showing sales volumes, potential sales, areas of proposed customer base expansion, and monitoring and evaluating the activities and products of the competition. * Enters new customer data and maintains appropriate detailed records of customers and prospective customers contacted, person contacted, results achieved, as well as significant problems/issues encountered. * Maintains and submits in timely manner detailed records of expenses incurred for business promotion, mileage, lunch receipts, or other expenses for reimbursement in accordance with policy. * Participates in civic and community affairs and attends applicable association meetings to assure that Sarma services are promoted to prospective customers. * Develops and implements annual sales and marketing plans outlining objectives, to be achieved and strategies to be used. Compiles lists of prospective customers for use as sales leads, based on information from trade shows, industry ads, business directories, newspapers, Internet Web sites, and other sources. * Attends training sessions authorized by the company in order to enhance skills, knowledge, and effectiveness.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Small Business Banker

  • 2010 - 2011

  San Antonio, Texas Area My position was responcible for the growth,retention & expansion of a portfolio of existing Business and Retail Customers .Also responcible for sourcing new customers through referrals via center of influences,builders,realtors,cpa's etc..Recommended appropriate solutions to meet clients objectives.Met assigned revenue goals ,gained complete knowledge of clients Business and Personal & Financial needs.Drove new aquisitions with assigned banking centers .Through centers of influence..Met or… Show more My position was responcible for the growth,retention & expansion of a portfolio of existing Business and Retail Customers .Also responcible for sourcing new customers through referrals via center of influences,builders,realtors,cpa's etc..Recommended appropriate solutions to meet clients objectives.Met assigned revenue goals ,gained complete knowledge of clients Business and Personal & Financial needs.Drove new aquisitions with assigned banking centers .Through centers of influence..Met or exceeded Key Performance; Including Portfolio growth,New Revenue,Profitabilty,Retention and Customer Satisfaction. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Oct 2008 - 2010

  San Antonio, Texas Area Managed and directed multi-level sales plan and budget for sales territory to retain and increase sales annual growth percentage Responsible for sourcing new customers through referrals and current customer and personal network base. Provides quality customer service and problem solving skills. Responsible for customer relationship management development and retention primary objective to develop and support retail business. Specialize in Business to business outside sales… Show more Managed and directed multi-level sales plan and budget for sales territory to retain and increase sales annual growth percentage Responsible for sourcing new customers through referrals and current customer and personal network base. Provides quality customer service and problem solving skills. Responsible for customer relationship management development and retention primary objective to develop and support retail business. Specialize in Business to business outside sales environment acquiring, retaining and expanding new and existing customer relationships Expanded links with the support to other business centers; liason for bank and private client services Developed and maintained high visibility in marketplace. Developed proactive relationships throughout territory with management and clients for all accounts and corporate partakers Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Mortgage Loan Officer

  • 2007 - 2008

  San Antonio, Texas Area



First United Mortgage Corporation

• Broker/Owner/ Net Branch

  • Jan 2003 - Nov 2007

  San Antonio