
Mohammad Saeed Al Mizan
Verified Expert in Sales
Sales Expert
Dhaka, Dhaka Division, Bangladesh
Toptal member since March 2, 2026
Mohammad is a results-driven business development and sales leader with 12+ years of international experience in financial services, telemarketing, digital marketing, and customer engagement. Skilled in lead generation, cold calling, ISA, appointment setting, CRM management, and client retention, he drives revenue growth, scales high-performing teams, and consistently exceeds KPIs.
Project Highlights
Expertise
- Appointment Setting
- Business to Business (B2B)
- Cold Calling
- Customer Service
- HubSpot CRM
- Inside Sales
- Telemarketing
- Zoho CRM
Work Experience
Relationship Specialist Manager
Minyona
- Managed over 30 US client accounts, maintained 95% retention, increased upsell revenue by 18%, reduced churn by 15% through CRM-driven engagement, resolved issues within 48 hours, and secured 85% renewals by aligning performance with client revenues.
- Improved retention by approximately 20% by leveraging CRM data to implement targeted engagement strategies based on each client's contract stage and performance metrics.
- Increased upsell revenue by 15 – 20% by identifying growth opportunities during account reviews and positioning additional services aligned with client revenue goals.
- Secured an 85% renewal rate by conducting strategic review calls and aligning campaign results with business objectives.
- Strengthened customer lifetime value, improved satisfaction scores, and ensured long-term partnerships through consultative support and data-driven decision-making.
Business Development Manager
Primrose Hill LLC
- Led go-to-market strategies and executed product launches that increased market penetration.
- Oversaw sales planning, budgeting, forecasting, and pipeline management.
- Analyzed market and competitor trends to refine strategic direction.
- Built, trained, and mentored a high-performing sales team, consistently exceeding KPIs.
- Developed long-term client partnerships, generated new recurring revenue streams, and expanded account portfolios.
- Implemented data-driven sales strategies to optimize conversion rates and client retention.
- Collaborated cross-functionally with marketing, product, and operations teams to enhance service offerings.
General Manager
The Call Index
- Directed the daily operations of a multi-agent call center, improving overall team productivity and service efficiency by implementing structured performance tracking and KPI dashboards.
- Increased client satisfaction and retention rates by introducing customer-centric service models and reducing average response time across inbound and outbound campaigns.
- Optimized operational workflows and call handling processes, enhancing agent performance consistency and reducing service delivery gaps.
- Strengthened cross-functional collaboration between sales, support, and operations teams, resulting in improved campaign execution and higher client account stability.
- Implemented performance-based coaching and monitoring systems that elevated agent accountability and improved conversion and appointment-setting outcomes.
- Oversaw staffing, scheduling, and quality assurance initiatives to ensure service-level targets were consistently met across multiple client campaigns.
- Improved reporting accuracy and CRM utilization, enabling data-driven decision-making and more effective pipeline and performance forecasting.
Assistant Manager – Business Development
Feed Fond
- Designed and executed client acquisition strategies that expanded the sales pipeline and increased new business opportunities through targeted market outreach.
- Generated qualified leads through structured prospecting and market research, contributing to consistent revenue growth and improved conversion rates.
- Prepared high-impact proposals and negotiated contracts that secured key accounts and strengthened long-term client partnerships.
- Identified new revenue streams by analyzing competitor activity and market demand, supporting strategic expansion initiatives.
- Improved closing ratios by implementing consultative selling techniques and aligning solutions with client business objectives.
- Collaborated with cross-functional teams to streamline onboarding and service delivery, enhancing client satisfaction and retention.
- Tracked sales performance metrics and pipeline data to optimize forecasting accuracy and support leadership decision-making.
Account Manager
Yellow Pages
- Managed a portfolio of SMB clients, delivering customized advertising solutions that increased client retention and recurring revenue.
- Improved account performance by analyzing campaign metrics and optimizing digital and print advertising strategies to maximize ROI.
- Increased upsell and cross-sell revenue by identifying growth opportunities within existing accounts and presenting data-backed recommendations.
- Strengthened long-term client relationships through proactive communication, resulting in higher renewal rates and reduced churn.
- Conducted needs assessments and strategic reviews that aligned advertising spend with client revenue goals and market positioning.
- Collaborated with internal sales and creative teams to ensure timely campaign execution and consistent service delivery.
- Maintained accurate CRM records and pipeline forecasting, improving reporting visibility and supporting quarterly revenue planning.
Financial Advisor
Scotiabank
- Managed a portfolio of retail and high-net-worth clients, delivering personalized financial plans that aligned with long-term wealth accumulation goals.
- Increased investment product penetration by conducting comprehensive needs assessments and recommending diversified portfolio strategies.
- Advised clients on asset allocation, retirement planning, and risk management, improving portfolio performance and long-term financial outcomes.
- Exceeded quarterly sales and revenue targets by cross-selling banking, lending, and investment solutions based on client life-stage analysis.
- Conducted detailed financial reviews and performance analyses, strengthening client retention and expanding assets under management.
- Maintained strict regulatory compliance and documentation standards while managing sensitive financial data and transactions.
- Built long-term client relationships through consultative advisory practices, resulting in strong referral generation and repeat business.
Outbound Sales Representative
S&P Data LLC
- Executed over 200 outbound calls per day, targeting key decision-makers and consistently exceeding daily call volume goals by 15–20%.
- Generated qualified leads and closed over 30 sales opportunities within a 9-month period, achieving 110% of individual sales targets.
- Collaborated with internal marketing and account management teams to align lead generation strategies with company goals, improving conversion rates by 10%.
- Maintained accurate CRM records for all client interactions, ensuring up-to-date contact information and streamlined follow-up processes.es opportunities.
- Generated and qualified over 150 new sales leads monthly, contributing directly to a 25% increase in the team’s overall pipeline.
- Analyzed call metrics and sales data weekly to refine outreach tactics, enhancing efficiency and maximizing revenue opportunities.
Financial Sales Representative
Actv8 Marketing Inc.
- Promoted financial products and consistently exceeded sales targets by up to 50%.
- Built and maintained relationships with clients, increasing repeat business by 25%.
- Trained and mentored new sales staff, contributing to team-wide performance improvements.
- Coordinated with cross-functional teams to streamline product offerings and enhance client satisfaction.
- Analyzed sales trends and client feedback to optimize sales strategies and improve engagement.
- Utilized CRM tools to track leads, manage follow-ups, and ensure accurate reporting.
- Participated in marketing campaigns and promotional events to drive product awareness and lead generation.
- Conducted financial assessments and recommended tailored solutions to meet client goals.
- Improved conversion rates through needs-based selling.
- Conducted financial assessments and recommended tailored solutions to meet client goals.
Project History
Inbound Call Handling & Lead Conversion
Handled high volumes of inbound calls daily, converting inquiries into qualified opportunities through structured conversations.
I managed inbound call flow for service-based businesses, handling inquiries, qualifying leads, and guiding prospects toward booking appointments or taking the next step. I maintained a professional and confident tone while uncovering customer needs and addressing objections in real time. By balancing speed and quality, I efficiently managed multiple calls per day, ensuring each interaction delivered value. My efforts contributed to an enhanced customer experience and higher conversion rates through structured call flows and consistent follow-up processes.
B2B Appointment Setting Campaign for Cleaning Services
Generated consistent qualified appointments through cold outreach, maintaining high response rates and fast follow-up to maximize conversions.
I led outbound prospecting and appointment setting for a commercial cleaning company targeting local businesses. My responsibilities included managing end-to-end outreach through cold calls, SMS, and email follow-ups. I maintained a rapid response system, engaging leads in under 5 minutes to boost booking rates. I skillfully handled objections, effectively positioned our value, and booked qualified appointments directly into the sales team’s calendar. Additionally, I contributed to improving show-up rates by confirming and nurturing prospects before scheduled calls. This campaign emphasized consistency, volume, and conversion efficiency.
Education
Bachelor's Degree in Business Administration
Memorial University of Newfoundland - St. John's, NL, Canada
Skills
Tools
Zoho CRM
Demand Generation
Cold Calling, Email Outreach, Core Banking Systems
Competencies
B2C, B2B, Communication
Sales Strategies
Outbound Sales
Roles
Inside Sales Representative, Sales Development Representative (SDR), Business Development Representative (BDR)
Other
Remote Work, Remote Team Leadership, Appointment Setting, Customer Service, Cold Outreach, Inside Sales, Business to Business (B2B), Business Development, Lead Generation, HubSpot CRM, B2B Sales, Inbound Sales, Customer Retention, Objection Handling, B2B Lead Generation, Sales Leadership, Research, Telemarketing, Account Management, Full Cycle Sales, Outreach, Outbound Prospecting, CRM Systems, Customer Relationship Management (CRM), Deal Closure, Enterprise Sales, SaaS Sales, Sales Negotiations, GoHighLevel, LinkedIn Sales Navigator, Lead Nurturing, Sales, Data Collection, Community Outreach, Community Growth, Sales Process Optimization, Team Building, Team Leadership, Banking & Finance, Financial Sales, Financial Closing, Financial Modeling, Bank Transactions, Inbound Marketing, HubSpot, HVAC, Telesales, Credit Cards, Telecommunications, Customer Support
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