Monica Kumar Email & Phone Number

Mumbai

•Heading Presales for Services Division. Leading a team of consultants•Working on Sales and Presales activities for UK, Middle East, South East Asia, Africa and India region.•Worked on Projects related to Mobile Application Development, Web Portal Development, and Data warehouse, Testing, Resource Management, CRM, Business Intelligence and Analytics. Presales for Microsoft products like SharePoint, CRM etc.•Conducted Client Demos on Wealth Management Products, Internet and Mobile Banking Channels.•Responding and Review Product and Services RFI/RFPs providing Commercials and formulation of Project Timelines and Strategy. Creating the high level work plan, estimating costs, timescales and resource requirements for the prospective projects• Close coordination with sales team to understand business needs and formulating the offerings.•Leading & Managing a team to deliver technical and domain responses as appropriate with detailed write-ups, architecture diagrams, etc showcasing the Value Proposition ensuring client requirements and industry trends. •Collating Case studies and whitepapers, processing information and building repository of pre-sales collaterals.•Planning and tracking the status of responses and queries.•Liaising with Senior Management, Principal Consultants, and Sales team right from kick-off till completion for reviews, solution designing, approvals and discussions.•Business trips and client meetings as Client Interface for Presentations, Meetings, Demos to Senior Management, CXO level, Directors and Business Heads.•Managing multiple accounts / customers for any queries and presentations.•Responsible for partner involvement in relevant RFPs and Presentations • Involved in Partnering with SI, Alliances and Campaign Management with Sales and Marketing.

Mumbai Area, India

•Product demonstrations and product walk through to clients for FLEXCUBE Core Banking System and Direct Banking Application located across Europe, Asia-pacific , India, USA, Africa .Was also chosen for a Sales and Presales assignment for Singapore .•Worked collaboratively with solution architects and technical consultants for preparing appropriate response to RFP documents. Have been the Single Point of Contact for many RFPs , RFIs and POCs.•Responding to RFI/RFP,worked closely with the sales team to understand the Business needs and formulating the product offerings.•Involved in presales of Direct banking Channels like Internet Banking, Mobile Banking and SMS Banking.•Creating Presales collaterals for presentations to clients for FLEXCUBE and Direct Banking Products .•Involved in up-selling /cross selling of recommended modules.•Exposure to Oracle’s Seibel Teller application.•Managing multiple accounts / customers for any queries and presentations.•Involved in training of Presales staff across regions for Direct Banking Products.Was also involved in the i-respect committee for prevention and investigation of Harassment cases at workplace .

• Responsible for Sales of Bank’s Investment Products like Mutual Funds, Insurance , Asset and Liability Accounts . Responsible for achievement of Sales Targets and Cross Sell Targets.• Managing Key relationships of the bank (NRV of 30 lacs & above for each client)• Procure business from existing base and acquire new clients to add to the database • Cross sell other products like Forex, LAS, Trade accounts etc.

• Manage private banking clients of two branches in the city. • Work on a set of 150 clients and procure business from them.

• Responsible for managing key relationships of the Ahmedabad Branch, including HNIs and corporates for mutual fund investments.• To develop and enhance business relationship with High Net worth Individuals.• Responsible for sourcing and developing new business relationships for the Ahmedabad Branch.• To achieve the sales target for all the bank products, including the Investment services and life insurance products of Allianz Bajaj Life Insurance Co.Ltd.• To design and implement joint sales promotion activities along with direct sales team of different products for increased customer interaction, visibility of branch and productivity of the sales team.• To train direct sales team on products, processes and service delivery.• Service Delivery for customers and walk-ins.

Mba, Marketing

Bba, Finance