HASSAN KAZI: in GOLDEN, CO

* Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals * Presented value of Homebot to individual producers, regional sales leadership and C-Suite leadership * Attended networking events in the mortgage industry to promote Homebot and generate new revenue for the company as a whole * Collaborated with different departments within Homebot: Marketing, Product, Design * Maintain accurate pipeline management with expert-level forecasting * Closed 3 enterprise deals in first year as well as 3 opt-in partnerships

* Grew and managed a book of business over the course of two years through cold and warm leads * Work with leading a team of 50 representatives in the program * Partnered across multiple business channels to achieve goals * Implemented retail training across market to educate team * Worked with full range of company's C-Suite in offering solutions to companies * Deep dived with current clients to expand relationships * Developed new material to use during sales presentations * Helped establish a new hire playbook for Relationship Managers across the country

* Successfully managed 8 direct employees and teamed up with up to 10 different partners to achieve branch goals * Managed high net worth branch leading it from 2nd to last in its peer group of over 600 branches to a #5 ranking the next year * Led Customer Satisfaction scores from the 40th percentile to the high 80th percentile * Developed 5 bankers and 2 tellers to all-time highs in their production * Grew deposits and investments over $25 million in past two years

* Managed relationships of high net worth clients in the Private Banking Segment of $250k to $10 million. * Organized business networking events with Chase Private clients and business owners to develop stronger bonds with clients thus bringing in more assets to the bank. * Worked with numerous business partners to help maximize the customer's relationship with the bank * Tailored portfolios and products to the individual need of each client