Simion Odhiambo is a professional with over 10 years of experience in banking, sales, and marketing. He currently works as a personal business owner. Previously, he worked at Standard Chartered Bank as a personal financial consultant where he was responsible for sales, customer relationships, and credit strategies. He has a Bachelor's degree in Business Studies and Mathematics from Kenyatta University and postgraduate qualifications in project management and banking. He is skilled in areas like sales, communication, planning, and customer service.
The document discusses strategies for banks to transition from traditional banking to diversified financial services companies. It outlines goals such as increasing revenue from fee-based products, cross-selling to existing customers, and providing consistent service across channels. The balanced scorecard approach is presented as a way to align business units, link strategy to performance management, and clarify roles. A case study of a bank that implemented the balanced scorecard is described.
Awakash has over 7 years of experience in banking, financial services, and insurance. He is currently a Relationship Manager for ICICI Bank with a portfolio of over Rs. 102 crore. Previously he worked for Reliance Money as a Centre Manager. He has extensive experience in portfolio management, investment advisory, new business acquisition, and maintaining high customer satisfaction levels. He has received several performance awards and holds certifications in wealth management, mutual funds, and insurance.
Portuguese Bank - Direct Marketing CampaignRehan Akhtar
The document describes a dataset from a Portuguese banking institution containing customer information and marketing campaign data. It includes details on 16 input variables like customer age, job, contact details, and previous campaign outcomes. The goal is to predict if a customer will subscribe to a term deposit based on these variables. Various analyses were performed including descriptive statistics, clustering, feature selection and classification models. The best model achieved 88% accuracy in predicting subscriptions.
Rishabh Nayyar is seeking a role in sales, marketing, client servicing or operations with opportunity for growth. He has 3 years of experience in these areas at HDFC Bank, currently as Deputy Manager. His experience includes sales strategy, relationship management, team leadership, and cross-selling banking products. He holds an MBA and BBA and is proficient in English, Hindi, Punjabi, and French.
Jennifer May has over 25 years of experience in banking and finance. She holds a B-Com degree in Marketing and Business Management from Randburg Damelin College. Her most recent role was as an Investment Manager at Nedbank Investments where she was responsible for growing investments and managing relationships with business clients. She has extensive experience in areas such as sales, marketing, risk management, and financial performance.
The document provides a summary of Mahbubur R Bhuiyan's contact information, education, skills, licenses, and professional experience. It details his current location in Atlanta, GA, as well as his availability for an interview with 24 hours' notice and to start a new position with 2 weeks' notice. It lists his MBA from Troy University and BS from Georgia State University. His professional experience includes roles in mortgage lending, insurance sales, and business analysis with a focus on developing sales strategies and managing projects.
Simion Odhiambo is a professional with over 10 years of experience in banking, sales, and marketing. He currently works as a personal business owner. Previously, he worked at Standard Chartered Bank as a personal financial consultant where he was responsible for sales, customer relationships, and credit strategies. He has a Bachelor's degree in Business Studies and Mathematics from Kenyatta University and postgraduate qualifications in project management and banking. He is skilled in areas like sales, communication, planning, and customer service.
The document discusses strategies for banks to transition from traditional banking to diversified financial services companies. It outlines goals such as increasing revenue from fee-based products, cross-selling to existing customers, and providing consistent service across channels. The balanced scorecard approach is presented as a way to align business units, link strategy to performance management, and clarify roles. A case study of a bank that implemented the balanced scorecard is described.
Awakash has over 7 years of experience in banking, financial services, and insurance. He is currently a Relationship Manager for ICICI Bank with a portfolio of over Rs. 102 crore. Previously he worked for Reliance Money as a Centre Manager. He has extensive experience in portfolio management, investment advisory, new business acquisition, and maintaining high customer satisfaction levels. He has received several performance awards and holds certifications in wealth management, mutual funds, and insurance.
Portuguese Bank - Direct Marketing CampaignRehan Akhtar
The document describes a dataset from a Portuguese banking institution containing customer information and marketing campaign data. It includes details on 16 input variables like customer age, job, contact details, and previous campaign outcomes. The goal is to predict if a customer will subscribe to a term deposit based on these variables. Various analyses were performed including descriptive statistics, clustering, feature selection and classification models. The best model achieved 88% accuracy in predicting subscriptions.
Rishabh Nayyar is seeking a role in sales, marketing, client servicing or operations with opportunity for growth. He has 3 years of experience in these areas at HDFC Bank, currently as Deputy Manager. His experience includes sales strategy, relationship management, team leadership, and cross-selling banking products. He holds an MBA and BBA and is proficient in English, Hindi, Punjabi, and French.
Jennifer May has over 25 years of experience in banking and finance. She holds a B-Com degree in Marketing and Business Management from Randburg Damelin College. Her most recent role was as an Investment Manager at Nedbank Investments where she was responsible for growing investments and managing relationships with business clients. She has extensive experience in areas such as sales, marketing, risk management, and financial performance.
The document provides a summary of Mahbubur R Bhuiyan's contact information, education, skills, licenses, and professional experience. It details his current location in Atlanta, GA, as well as his availability for an interview with 24 hours' notice and to start a new position with 2 weeks' notice. It lists his MBA from Troy University and BS from Georgia State University. His professional experience includes roles in mortgage lending, insurance sales, and business analysis with a focus on developing sales strategies and managing projects.
The document discusses customer relationship management (CRM) analytics and how it is evolving from simply tracking customer data to using data mining and predictive modeling to gain insights. It provides an overview of developing CRM analytics capabilities, including establishing data governance, building analytical models, prioritizing custom vs generic models, and monitoring metrics. The document also outlines how CRM analytics engagements are structured and operated, with strategists, statisticians, and analysts working on pilot programs, opportunity matrices, and engagement styles.
This document discusses the role and responsibilities of an Account Manager. An Account Manager is responsible for maintaining an ongoing relationship between a customer and supplier to maximize benefits for both parties. They serve as the primary point of contact and are responsible for overall customer satisfaction. Key responsibilities include possessing expert knowledge of the customer's business and needs, providing excellent customer service, managing project teams, and pursuing new business opportunities. Global Account Managers also require cultural awareness to navigate varying expectations internationally.
You don't need a big marketing budget to quickly attract new customers. That's according to Dan Laufer, CEO of the rental review website RentLingo, and he would know. He has seen his company grow from 100,000 unique visitors in 2013 to 150,000 a month by the end of 2014, using promotional methods that were low-cost or free. The site generated 85,000 apartment inquiries last year, up from 5,000 in 2013.
How can your company create that kind of rapid growth without a big marketing investment? Here are Laufer's tips:
Patricia Sullivan has over 20 years of experience in customer service, administrative support, billing, and insurance. She has a background in roles at Constant Contact, Federal Express, Sun n Fun Travel, and Prudential Insurance. Sullivan has strong skills in Microsoft Office, customer service, billing procedures, and travel arrangements. She enjoys wildlife photography, animal care, bird watching, pastel painting, and cycling in her free time.
Blue print consulting - Lets multiply 10xPiyush Sood
This document provides information about a market research and analytics company called Blue Print Analytics. It includes:
- Blue Print Analytics has over 70 employees with experience conducting over 400 engagements in 50 countries and 20 languages.
- They provide high-quality market research, data-driven analytics, market landscaping, competitor benchmarking, and niche market research for clients in consumer packaged goods, retail, and other industries.
- Their strengths include networks of local research agencies, databases of customer profiles, and understanding of local geographies to plan effective research.
The document discusses industry consolidation and pressures facing companies. It notes that suppliers often treat all retailers similarly rather than tailoring offerings. The key outcomes discussed are understanding insights from current data and findings and translating them into strategies tailored for each customer and product category. The strategies aim to build an effective customer and category-based strategic plan supported by key indicators with a "one size fits one customer" approach.
This document outlines Serena Washington's business consulting services. It summarizes her background in defense contracting and military intelligence, as well as her core capabilities in areas like aviation sustainment, program management, and cyber support. The document then describes her value propositions around capture management, marketing, relationship building, and her proven track record of winning over $100 million in federal contracts. It provides an overview of her marketing plan and ethics philosophy to guide business development efforts.
Mega Training, Consulting and Marketing Research offers a wide range of business services to more than 15 client organizations across various industries like oil & gas, banking, telecommunications, and electronics. They provide specialized expertise in strategic marketing, management disciplines, and training. Their approach involves understanding client goals, the environmental context, and challenging conventions to deliver evidence-based solutions that minimize business decision risk. Services include market research, process improvements, business strategy development, and product development. They aim to exceed customer expectations by analyzing needs, developing appropriate methodologies, and making objective, evidence-based decisions.
Peters Toyin Josephine seeks a role as a brand ambassador where she can leverage her organizational and interpersonal skills. She has over 15 years of experience in the banking industry, holding roles in product management, customer service, risk management, and business analysis. Her experience includes developing strategies to grow customer bases and product lines, managing flagship banking products, and analyzing customer data to identify growth opportunities.
Mohammad Al yassin is seeking a challenging position with opportunity for growth. He has over 10 years of experience in banking including sales, credit risk underwriting, and multi-product sales. He has a bachelor's degree in finance and banking and is fluent in Arabic and English. His skills include communication, teamwork, sales, credit analysis, and Microsoft Office. He has received achievement awards and appreciation for exceeding sales targets and providing good customer service.
Methodologies and tools for developing an effective CRM strategy to drive sustainable organisational growth.
11 step approach for setting your CRM strategy
The document discusses key account management. It defines key accounts as strategically important customers identified by sellers. Key account management is the integrated process of managing these accounts profitably. The document outlines benefits of key account management for both sellers and customers. It discusses best practices like clearly identifying key account portfolios and having key account plans and managers. The document provides guidance on key aspects of key account management like portfolio analysis, categorization, criteria for defining key accounts, and developing key account strategies and plans.
This document discusses campaign management services for businesses. It provides in-depth experience in analyzing customer data to precisely target existing and new customer segments based on campaign objectives. Services include compelling creative materials, programmatic media buying passing savings to clients, and continuous optimization of goals, conversions and acquisition costs based on automated tracking and analytics. The goal is to help clients become market leaders affordably and efficiently through human-driven campaign management processes.
The document discusses calculating profitability for banks using activity-based costing. It involves determining the net interest income and margin, adjusting for risk, deducting expenses allocated using ABC, and determining the net contribution and value added by each customer. ABC involves tracking costs by resource, activity, and cost object. Resources include bank departments. Activities are customer transactions by product and channel. Cost objects group transactions by customer lifecycle events and determine transaction costs, product and channel costs, and customer profitability.
This is a white paper I wrote a couple of years ago on the knotty subject of segmentation. I\'ve found that 90% or more of segmentation projects do not meet the original objectives. It amazes me that most of the planet persists in making the same mistakes on segmentation again and again. Many segmentation frameworks last about as long as the tenure of the CMO. Then the CMO is replaced and a new one is launched! I\'ve tried to outline the main pitfalls and how you avoid them. Comments welcome.
CRM implementation approach for salesforce.com by smarsysChristophe Arn
The document discusses implementing a CRM strategy using Salesforce, including an overview of CRM and the Salesforce platform, benefits and challenges of CRM implementation, and a recommended approach for analyzing needs, implementing the system, and ensuring user adoption. It provides details on Salesforce editions, implementation best practices, and services available from Smarsys to assist with implementation. The presentation recommends the Salesforce Professional edition and Smarsys adoption services to address implementation challenges.
This document is a resume for Rozanne J. Markopoulos summarizing her professional experience. She has over 15 years of experience in client relationship building and sales roles within the financial services industry. Her most recent role was as an Inside Sales Account Executive at Moneris Solutions, where she advised merchants on payment processing needs and generated additional revenue through new contracts. Prior to that, she held various client services and sales roles at West Suburban Bank and Metavante Corp, demonstrating strong relationship management, problem solving, and team leadership skills.
This document outlines an agenda for a training session on effective recruitment strategies. The agenda includes discussions of recruitment vocabulary, finding and interviewing candidates, preparing resumes and clients, organizational issues within recruitment teams, and using technology for recruitment. The goal is to make the recruitment team the best by discussing strategies and methods through explanation, examples, and exercises to reinforce learning.
The document discusses front cover development and includes different font styles, pictures, slogans, and mentions making little changes. It lists font styles one through three, font style price and barcode, a picture alone, a picture with a slogan, another picture with a slogan, and concludes with the note of making little changes.
The document discusses a student's media project where they created a movie trailer, poster, and magazine cover for a horror film. For each piece, the student aimed to follow conventions of real media products in the genre while also adding some unique and challenging elements. For the movie trailer, they researched what their target audience of teenagers and young adults liked in horror films. For the poster and magazine cover, the student used bold fonts, prominent imagery, and color schemes typical in horror media to draw in viewers, but placed the imagery in an unconventional way on the cover. They took inspiration from real movie marketing while putting their own creative spin on the elements.
The document discusses customer relationship management (CRM) analytics and how it is evolving from simply tracking customer data to using data mining and predictive modeling to gain insights. It provides an overview of developing CRM analytics capabilities, including establishing data governance, building analytical models, prioritizing custom vs generic models, and monitoring metrics. The document also outlines how CRM analytics engagements are structured and operated, with strategists, statisticians, and analysts working on pilot programs, opportunity matrices, and engagement styles.
This document discusses the role and responsibilities of an Account Manager. An Account Manager is responsible for maintaining an ongoing relationship between a customer and supplier to maximize benefits for both parties. They serve as the primary point of contact and are responsible for overall customer satisfaction. Key responsibilities include possessing expert knowledge of the customer's business and needs, providing excellent customer service, managing project teams, and pursuing new business opportunities. Global Account Managers also require cultural awareness to navigate varying expectations internationally.
You don't need a big marketing budget to quickly attract new customers. That's according to Dan Laufer, CEO of the rental review website RentLingo, and he would know. He has seen his company grow from 100,000 unique visitors in 2013 to 150,000 a month by the end of 2014, using promotional methods that were low-cost or free. The site generated 85,000 apartment inquiries last year, up from 5,000 in 2013.
How can your company create that kind of rapid growth without a big marketing investment? Here are Laufer's tips:
Patricia Sullivan has over 20 years of experience in customer service, administrative support, billing, and insurance. She has a background in roles at Constant Contact, Federal Express, Sun n Fun Travel, and Prudential Insurance. Sullivan has strong skills in Microsoft Office, customer service, billing procedures, and travel arrangements. She enjoys wildlife photography, animal care, bird watching, pastel painting, and cycling in her free time.
Blue print consulting - Lets multiply 10xPiyush Sood
This document provides information about a market research and analytics company called Blue Print Analytics. It includes:
- Blue Print Analytics has over 70 employees with experience conducting over 400 engagements in 50 countries and 20 languages.
- They provide high-quality market research, data-driven analytics, market landscaping, competitor benchmarking, and niche market research for clients in consumer packaged goods, retail, and other industries.
- Their strengths include networks of local research agencies, databases of customer profiles, and understanding of local geographies to plan effective research.
The document discusses industry consolidation and pressures facing companies. It notes that suppliers often treat all retailers similarly rather than tailoring offerings. The key outcomes discussed are understanding insights from current data and findings and translating them into strategies tailored for each customer and product category. The strategies aim to build an effective customer and category-based strategic plan supported by key indicators with a "one size fits one customer" approach.
This document outlines Serena Washington's business consulting services. It summarizes her background in defense contracting and military intelligence, as well as her core capabilities in areas like aviation sustainment, program management, and cyber support. The document then describes her value propositions around capture management, marketing, relationship building, and her proven track record of winning over $100 million in federal contracts. It provides an overview of her marketing plan and ethics philosophy to guide business development efforts.
Mega Training, Consulting and Marketing Research offers a wide range of business services to more than 15 client organizations across various industries like oil & gas, banking, telecommunications, and electronics. They provide specialized expertise in strategic marketing, management disciplines, and training. Their approach involves understanding client goals, the environmental context, and challenging conventions to deliver evidence-based solutions that minimize business decision risk. Services include market research, process improvements, business strategy development, and product development. They aim to exceed customer expectations by analyzing needs, developing appropriate methodologies, and making objective, evidence-based decisions.
Peters Toyin Josephine seeks a role as a brand ambassador where she can leverage her organizational and interpersonal skills. She has over 15 years of experience in the banking industry, holding roles in product management, customer service, risk management, and business analysis. Her experience includes developing strategies to grow customer bases and product lines, managing flagship banking products, and analyzing customer data to identify growth opportunities.
Mohammad Al yassin is seeking a challenging position with opportunity for growth. He has over 10 years of experience in banking including sales, credit risk underwriting, and multi-product sales. He has a bachelor's degree in finance and banking and is fluent in Arabic and English. His skills include communication, teamwork, sales, credit analysis, and Microsoft Office. He has received achievement awards and appreciation for exceeding sales targets and providing good customer service.
Methodologies and tools for developing an effective CRM strategy to drive sustainable organisational growth.
11 step approach for setting your CRM strategy
The document discusses key account management. It defines key accounts as strategically important customers identified by sellers. Key account management is the integrated process of managing these accounts profitably. The document outlines benefits of key account management for both sellers and customers. It discusses best practices like clearly identifying key account portfolios and having key account plans and managers. The document provides guidance on key aspects of key account management like portfolio analysis, categorization, criteria for defining key accounts, and developing key account strategies and plans.
This document discusses campaign management services for businesses. It provides in-depth experience in analyzing customer data to precisely target existing and new customer segments based on campaign objectives. Services include compelling creative materials, programmatic media buying passing savings to clients, and continuous optimization of goals, conversions and acquisition costs based on automated tracking and analytics. The goal is to help clients become market leaders affordably and efficiently through human-driven campaign management processes.
The document discusses calculating profitability for banks using activity-based costing. It involves determining the net interest income and margin, adjusting for risk, deducting expenses allocated using ABC, and determining the net contribution and value added by each customer. ABC involves tracking costs by resource, activity, and cost object. Resources include bank departments. Activities are customer transactions by product and channel. Cost objects group transactions by customer lifecycle events and determine transaction costs, product and channel costs, and customer profitability.
This is a white paper I wrote a couple of years ago on the knotty subject of segmentation. I\'ve found that 90% or more of segmentation projects do not meet the original objectives. It amazes me that most of the planet persists in making the same mistakes on segmentation again and again. Many segmentation frameworks last about as long as the tenure of the CMO. Then the CMO is replaced and a new one is launched! I\'ve tried to outline the main pitfalls and how you avoid them. Comments welcome.
CRM implementation approach for salesforce.com by smarsysChristophe Arn
The document discusses implementing a CRM strategy using Salesforce, including an overview of CRM and the Salesforce platform, benefits and challenges of CRM implementation, and a recommended approach for analyzing needs, implementing the system, and ensuring user adoption. It provides details on Salesforce editions, implementation best practices, and services available from Smarsys to assist with implementation. The presentation recommends the Salesforce Professional edition and Smarsys adoption services to address implementation challenges.
This document is a resume for Rozanne J. Markopoulos summarizing her professional experience. She has over 15 years of experience in client relationship building and sales roles within the financial services industry. Her most recent role was as an Inside Sales Account Executive at Moneris Solutions, where she advised merchants on payment processing needs and generated additional revenue through new contracts. Prior to that, she held various client services and sales roles at West Suburban Bank and Metavante Corp, demonstrating strong relationship management, problem solving, and team leadership skills.
This document outlines an agenda for a training session on effective recruitment strategies. The agenda includes discussions of recruitment vocabulary, finding and interviewing candidates, preparing resumes and clients, organizational issues within recruitment teams, and using technology for recruitment. The goal is to make the recruitment team the best by discussing strategies and methods through explanation, examples, and exercises to reinforce learning.
The document discusses front cover development and includes different font styles, pictures, slogans, and mentions making little changes. It lists font styles one through three, font style price and barcode, a picture alone, a picture with a slogan, another picture with a slogan, and concludes with the note of making little changes.
The document discusses a student's media project where they created a movie trailer, poster, and magazine cover for a horror film. For each piece, the student aimed to follow conventions of real media products in the genre while also adding some unique and challenging elements. For the movie trailer, they researched what their target audience of teenagers and young adults liked in horror films. For the poster and magazine cover, the student used bold fonts, prominent imagery, and color schemes typical in horror media to draw in viewers, but placed the imagery in an unconventional way on the cover. They took inspiration from real movie marketing while putting their own creative spin on the elements.
debtDr is a debt solutions company formed in 2003 that operates across England and Wales. It has 48 consultants and 10 staff members. debtDr provides a range of debt solutions including IVAs, bankruptcies, debt settlements, and consolidations to help almost any individual or business relieve themselves of debt. New consultants are recruited and trained through a three day initial course followed by a two day course a month later to prepare them to generate new clients and help customers become debt free.
The document compares the contents pages of 4 magazines. It finds that:
1) The mastheads are consistently located on the left or right side of the page and feature a prominent "V" logo to identify the magazine brand.
2) The contents are always listed down the side of the page in a column for consistency and easy reader recognition.
3) The images usually show full or mid-body shots of people to clearly show subjects and provide a nice frame for the contents.
This consistent layout creates brand recognition and a professional feel that the document recommends adopting for a new magazine.
The document lists main attractions in Taipei including the National Chiang Kai-shek Memorial Hall, National Palace Museum, Taipei Zoo, and Taipei 101. It shows tourist arrival numbers from 2004 to 2005 and 2006 to 2008. Market predictions for Taipei include more tourists from China and improvements to transportation and infrastructure as the capital city. References are provided for the National Palace Museum and Taipei Zoo websites.
This document introduces the aims of an ICT training session for teachers. It discusses developing an understanding of ICT standards, principles for using ICT to support teaching and learning, and curriculum requirements. It also outlines the expected skills and knowledge, including familiarity with ICT tools, organizing resources, and integrating ICT into lessons.
This document outlines a proposed social media strategy for an Information Technology Services (ITS) organization. It discusses establishing guidelines and roles for social media participation. It proposes creating presences on Facebook, Yammer and Twitter to engage different target audiences like students, faculty and staff. The strategy aims to increase awareness of ITS products/services, drive customers to the website, and build connections. It provides details on content tailored for each channel and metrics for measuring success. The overall goal is to promote the ITS brand and become more responsive to customers through social media.
This document provides an overview of a 3-day "Business Analytics" workshop for practitioners. The workshop aims to impart an understanding of data-oriented thinking, equip participants with statistical tools to identify, analyze and interpret data for improved performance, and foster a data-centric culture. The workshop will cover topics like identifying opportunities from data, basic statistics, analytical tools, statistical tests, regression, forecasting techniques and more. It will include practical exercises and cases. The target audience are individuals and teams from across organizations and industry domains. The workshop will be led by an experienced principal coach with expertise in areas like Lean Six Sigma, customer service, and analytics.
The document discusses marketing agility and how to achieve it through next wave marketing operations. It defines marketing agility as being able to quickly respond to market and customer opportunities. It identifies some key roadblocks to agility like siloed information and discusses how to remove them through business intelligence, customer profitability analysis, and marketing automation. The presentation provides strategies for leveraging marketing automation to improve alignment, accountability, and agility across the enterprise.
This document discusses using critical thinking and analytics to transform data science into actionable insights. It provides examples of using customer segmentation, predictive modeling, and optimization to personalize marketing campaigns. The document outlines a framework for developing analytical solutions, implementing predictive models, and measuring their impact on business goals like increasing customer lifetime value. Key aspects include generating segment-level forecasts, modeling customer behaviors, and optimizing variables like marketing spend.
Strategic Planning And Budgeting Part 2: Alignment, Budgeting, and ResourcesKenny Ong
ABF Budgeting, Forecasting and Financial Planning Conference, Feb 2009
*Understanding what strategic planning is and why it is important
*Clarify the difference between vision, mission statement, goals and objectives
*The external environment: The need to understand the economic cycle
*Tying the strategic plan to the budget
*Cost Reduction methods and advice
Enterprises in the past built growth & strategies by looking-out at product & services performances; today with the power being with the customer and “experience” being the new differentiator so building Outside-Looking-In strategies has never been so important as it is today
"Best Practices/Process/Tools for Setting Customer Success Process" with Arun...SaaSBOOMi
This deck cover the following points:
1. Data-driven strategies for retention
2. Engagement operating models (automated vs high touch)
3. Customer Success metrics: NRR vs GRR, expansion, churn, NPS
Linked In Pg Customer Contact Offering Base Mkt Ver Nov 091[1]dshurts
This document discusses Principles Group's customer contact and call center strategy offerings. It focuses on process improvement, change management, customer contact strategy, call center operations, and integrating technology solutions. Some key services highlighted include developing customer contact strategies and roadmaps, assessing customer operations and processes, and providing consulting services to improve performance and customer experience. The document emphasizes using a customer-centric approach focused on customer data and knowledge to understand customers' needs and enhance the overall customer experience.
Customer Experience is a key differentiator – globally, 81% of consumers are willing to pay more for a better experience [Capgemini]. Learn about the changing customer environment, how to go about creating a customer experience-led approach and the benefits it will bring!
Lalit Kumar Mohapatra is a business development professional with over 15 years of experience in sales, marketing, business development, client relationship management, supply chain management, and team management. He is currently an Associate Vice President at K&B Infratech Pvt Ltd providing strategic business consulting. Previously he has worked at ICICI Bank Ltd as a Branch Head and in various roles at Future Group and Audiotronics. He holds an MBA and seeks challenging roles in industries such as oil & gas, manufacturing, banking, retail, and telecom.
Lalit Kumar Mohapatra is a business development professional with over 15 years of experience in sales, marketing, business development, client relationship management, supply chain management, and team management. He is currently an Associate Vice President at K&B Infratech Pvt Ltd providing strategic business consulting. Previously he has worked at ICICI Bank Ltd as a Branch Head and in management roles at Future Group and Audiotronics. He holds an MBA and seeks challenging roles in industries including oil and gas, manufacturing, banking, retail, and telecom.
The document outlines the organizing and operating strategy of an agricultural business incubator. It discusses the administrative functions, client assessment and intake process, basic supports offered to clients including technology consulting, business consulting, infrastructure and training. It also discusses contracting outsourced services, managing for quality focusing on client satisfaction and innovation, marketing management and public relations, and planning, monitoring and evaluation including strategic planning, business planning, and performance indicators.
Is Doing a Business Plan Worth the Time?ventureneer
When starting a small business, developing a business plan can save you time and aggravation. Learn what type of plan is right for your company and how to write.
The document discusses strategies for developing an effective channel program. It outlines frameworks to guide channel strategy, partner selection, and program design. Key aspects include aligning the channel strategy with corporate goals, understanding target customers, choosing appropriate partners, and defining roles and responsibilities to achieve goals through a well-managed program. Metrics and governance models are also recommended to monitor performance.
Best Approach to Finance SMEs-Program Lending rabbani63
Program lending is an approach for banks to finance small and medium enterprises (SMEs) in a standardized way. It involves designing uniform lending programs tailored for specific SME sectors. This reduces processing costs and credit risk for banks. Eligibility criteria, terms, conditions and simplified approval processes are standardized. Banks can develop quality SME lending portfolios and lower costs while achieving higher profit margins. Implementing program lending requires support from senior management, credit data, and redesigning business processes to coordinate standardized SME financing at scale.
Analytics in action - How Marketelligent helped increase customer engagement ...Marketelligent
The client is a US-based database publisher with 12-15 products for enterprise markets including research documents, tools to aid research processes, databases on new technologies and partners. The task is to build cross-sell and up-sell strategies to identify customers likely to purchase additional products or upgrade to higher versions. An analytical framework using market basket analysis scores each customer and product to generate targeted recommendations, resulting in an 18% revenue increase from current customers in the first two quarters of 2013 compared to the previous year.
Ashwath Sivalingam is seeking a challenging career utilizing his skills in consumer insights and research. He has over 6 years of experience as a senior business analyst at TCS, where he utilized statistical tools and databases to analyze consumer behavior and provide analytical solutions to clients in the retail sector. He also has 2 years of previous experience at TCS analyzing creditworthiness and preparing financial reports for a bank. He has an MBA in marketing and finance and is proficient in various software programs, databases, and data visualization tools relevant to consumer insights.
4. Topic Area Description <60 mins 1-2 Hrs ½ Day Essentials Cards + Consumer Banking strategy Why banks offer cards and how they fit within the retail proposition Issuing Fundamentals Opportunity and features of different card types Acquiring Fundamentals Value chain, characteristics and business drivers Transaction Life Cycle How the money and data flows in a 5 party model Organisation & Resource Planning Structure, Functions, Needs and Dependencies Technology & Processing Role of technology and the potential to outsource Credit & Fraud risk Pre/Post issue credit risk. Fraud source & solution Role of branches Defining + managing the Sales vs. Service balance Distribution channels Strengths and weaknesses of each channel Card Marketing Life Cycle Tactics to drive Activation, Usage & Retention Profitability Primary drivers of cost and revenue
5. Description <60 mins 1-2 Hrs ½ Day Marketing , Segmentation Justification, method, process and examples Proposition & Positioning The offer and fit relative to other bank products Design: Image & identiity Cosmetic approach to competitive differentiation Sales Channel Management SWOT analysis of channels. Balancing roles of each Activation Tactics to motivate the first transaction Driving Debit Usage Analysis and techniques to stimulate ongoing usage Driving Credit Usage The why, how and when of the promotions to offer Loyalty & Retention Adopting techniques to extend customer lifetime Affinity & Co-branding Managing risk and reward in Partnership marketing Profitability PrePaid Identifying key cost and revenue drivers Debit Identifying key cost and revenue drivers Credit Identifying key cost and revenue drivers Commercial Identifying key cost and revenue drivers Acquiring Identifying key cost and revenue drivers
6. Topic Area Description 30-60 mins 1-2 Hrs ½ Day Acquiring Strategy & Business Case Justification, components and business drivers Segmentation & Marketing Segment characteristics, building a value proposition Risk Credit and Fraud risk in the physical and virtual world Pricing, Servicing & Benchmarks Competition, positioning, process and performance E-Commerce What is different on-line Issuer Credit Risk Strategy & Policy Attitude & appetite for risk. Balancing risk & reward Pre Issue: Application Processing & Credit Scoring Defining risk approach, matching method to channel. Developing and managing credit scoring Post Issue: Authorisation, Credit Limits, Behaviour & Collections Controlling risk through the card life cycle, maximising profit potential, whilst limiting exposure
7. Topic Area Description 30-60 mins 1-2 Hrs ½ Day Hot Topics Sub-Prime: why, who for and how Marketing & risk measures for high risk customers Performance Management Measurement that leads to business improvement Marketing innovation Innovations that respond to competitive intensity Sub Segmentation Drilling down to the profitable customer cells Reputation & Regulation Managing the impact on products, performance and perception Recession Management Tactics for the downturn: a new approach to portfolio management
8.
9. Peter Hall Intuition International Limited Jura House Birchwood Lane Chaldon United Kingdom CR3 5DQ + 44 1883 348361 + 44 7802 409236 [email_address] www.knowplastic.biz your guiding force