Jalil Kheloufi

• •Managed a team of 10 to 30 advisors: Set SMART objectives and monitored KPIs (conversion rate, sales/hour) using Power BI/Excel. Provided individual coaching and training on CRM/data tools (reduced churn by analyzing reasons for cancellation). Used the Eisenhower Matrix and PDCA cycle to optimize processes.

• •Strategic and data-driven analysis: Created dashboards (Power BI, Grafana) and automated reports (smart alerts).

Conducted competitive benchmarking and SWOT analyses to adjust sales strategies.

• •Management of psychosocial risks and well-being: Raised awareness of psychosocial risks and adapted motivation levers (Maslow's hierarchy of needs). Led data workshops to simplify insights for teams.

• •Designed data-driven training programs: Created customized modules (CRM, sales techniques) and developed

pedagogical materials (videos, slideshows, e-learning using Canva/Adobe Premiere).

Trained diverse groups (beginners/experienced) by adapting teaching methods.

• •Planning and project management: Developed training plans that met tight deadlines.

Assessed skills (quizzes, live/recorded call reviews) to measure progress.

• •Handled incoming calls: Responded to prospects and subscribers with an approach focused on active listening, clarity, and persuasion. Remained resilient in the face of frequent rejections, maintaining motivation and professionalism.

• •Mastery of products and services: Expertise in Free/Certicall offerings, enabling advice and guidance to customers towards the most suitable solutions.

Used CRM tools for personalized customer interaction tracking.