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    Buiness Plan First Quarter - 2020: Sales Manager - Lalit Gupta ASM - Vijay Dhyani

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    Lalit Gupta
    The document outlines Lalit Gupta's business plan for the first quarter of 2020. It includes a monthly target of 2 crore rupees and expectations for the productivity of the 5 ROs to generate 40 lakh rupees of business each. It identifies positive sectors impacted by COVID-19 such as medical equipment suppliers and online education platforms, as well as negatively impacted sectors like tourism and auto. The focus will be on sourcing from positively impacted industries and ensuring RO productivity is at least 40 lakh rupees. Cross-selling targets include 5 new CASA accounts, 90% insurance penetration, and following up on past due customer accounts.

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    Buiness Plan First Quarter - 2020: Sales Manager - Lalit Gupta ASM - Vijay Dhyani

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    Lalit Gupta
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    The document outlines Lalit Gupta's business plan for the first quarter of 2020. It includes a monthly target of 2 crore rupees and expectations for the productivity of the 5 ROs to generate 40 lakh rupees of business each. It identifies positive sectors impacted by COVID-19 such as medical equipment suppliers and online education platforms, as well as negatively impacted sectors like tourism and auto. The focus will be on sourcing from positively impacted industries and ensuring RO productivity is at least 40 lakh rupees. Cross-selling targets include 5 new CASA accounts, 90% insurance penetration, and following up on past due customer accounts.

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    The document outlines Lalit Gupta's business plan for the first quarter of 2020. It includes a monthly target of 2 crore rupees and expectations for the productivity of the 5 ROs to generate 40 lakh rupees of business each. It identifies positive sectors impacted by COVID-19 such as medical equipment suppliers and online education platforms, as well as negatively impacted sectors like tourism and auto. The focus will be on sourcing from positively impacted industries and ensuring RO productivity is at least 40 lakh rupees. Cross-selling targets include 5 new CASA accounts, 90% insurance penetration, and following up on past due customer accounts.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    12 views9 pages

    Buiness Plan First Quarter - 2020: Sales Manager - Lalit Gupta ASM - Vijay Dhyani

    Uploaded by

    Lalit Gupta
    The document outlines Lalit Gupta's business plan for the first quarter of 2020. It includes a monthly target of 2 crore rupees and expectations for the productivity of the 5 ROs to generate 40 lakh rupees of business each. It identifies positive sectors impacted by COVID-19 such as medical equipment suppliers and online education platforms, as well as negatively impacted sectors like tourism and auto. The focus will be on sourcing from positively impacted industries and ensuring RO productivity is at least 40 lakh rupees. Cross-selling targets include 5 new CASA accounts, 90% insurance penetration, and following up on past due customer accounts.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    of 9

    Buiness Plan First Quarter - 2020

    Sales Manager – Lalit Gupta


    ASM – Vijay Dhyani
    Monthly Target

     Monthly Target – 2 Cr.


    Business Calculation

    Branch 1 Cr
    Direct / Reference 40
    Data Base 60

    RO’s Productivity
    No of RO's 5
    Expected Business 40 Lakh
    Business Sourcing Channels
     Branch
     PQBL
     Calling on Database Collected from Google
     DLP
     Open Market
     References
     SEP – CA , Doctor
    COVID - 19 - Positive Impact Sectors
     Commercial Medical Equipments(Manufacturers & Supplier)
     Online workspace companies (Remote Workspace)
     Doctors
     Online Grocery
     Path Labs
     Oxygen Cylinder providing Companies
     Chemists(Retails, C&F Agents, Wholesalers, Manufacturer)
     Lifestyle and Wellness Products
     Home sports equipment manufacturers
     Online Education Platforms
     E-commerce Businesses
     Packing Materials (Packaged Food Material Manufacturer)
     Home Cleaning Materials (Sanitizer and Hand Soap)
     Packaged Food (Manufacturer and Retails)
     Health Monitoring Equipments (Manufacturer)
     Disposables products
     Insurance Sector
     Kitchen Equipments
     Indian spare parts manufacturers
     Packed food packing machine manufacturing companies
     Medical Waste management companies
     Doctors
    Covid – 19 Negative Impact sectors

     Companies having major part of import from china ( Auto Spare Part
    companies, solar spare part companies).
     IT companies
     Tourism
     Shipping – Global Shipping companies
     Auto sector
    Focus areas for Business
     Focus industry will be positive impacted
    sector for next 6 months
     Close monitoring of Ro’s for maximum

    productivity.
     RO’s Minimum productivity 40 Lakh
    Cross Selling
     5 CASA
     Insurance Penetration – 90%
     Soft calling on 0 – 30 DPD cases.

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