Abhishek Pandya
Sales Manager
Ahmedabad
Summary
To pursue my career with an organization that will utilize my skills and gain experience while enhancing the productivity and reputation of the organization with mutual growth and success.
Overview
15
15
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Sales Manager
Axis Bank Ltd.
Ahmedabad
09.2022 - Current
- Managed EXCLUSIVE HOME LOAN DIGITAL CHANNEL of Axis Bank Ltd. Ahmedabad and Gandhinagar location, along with team size of six relationship officers.
- Increased month on month sales of home loans by generating maximum number of leads to login file conversion.
- Growing parallel funnels of sales through satisfactory experience of customers.
- Creating marketing plans to increase awareness of the bank’s services among homeowners who may be interested in buying or refinancing a home.
- Monitoring market trends in real estate prices and interest rates in order to adjust strategies accordingly.
- Reviewing loan applications submitted by potential borrowers to determine their eligibility for a loan.
- Regularly studying the reports of title's and valuation in order to serve customer ethically.
- Always remained in top three candidates for PAN India in order to achieve the productivity targets for bank in terms of both login of home loan files as well as timely disbursement of dockets.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
- Ensure additional revenue generation through cross sell.
- Worked closely with Axis Virtual Centre in order to boost up the home loans sales through in house channel.
Deputy Manager (Relationship Manager)
Prudent Corporate Advisory Services Limited
Ahmedabad
10.2021 - 09.2022
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals
- Resolution of queries for all managed clients within TAT specified
- Focus on business development across all the investment avenue's to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
- Overall Managing AUM of 40 Cr+ AUM of Mutual Fund portfolio for existing clients
- Delivered services to customer locations within specific timeframes.
- Learned and adapted quickly to new technology and software applications.
- Organized and detail-oriented with a strong work ethic.
Assistant Manager (Relationship Manager)
L&T Investment Management Limited
03.2018 - 09.2020
- The primary role is to increase the relationship of L&T Mutual Fund into various channels i.e., Banks, ND's (National
- Distributor's), RD's (Regional Distributor), IFA's (Independent Financial Advisors)
- By establishing a stable relationship with various channels it is my duty to increase the market share of L&T Mutual Fund into their sales numbers
- Knowledge sharing and conducting various Investor Awareness Programs or Investor Education Program for different set of investor's
- Promoting our fund's of all categories into various channel's and try to get maximum pie out the sales of channel's managed by me
- Major counter's relation managed by me in Banks and ND's managed by me are HDFC Bank, HDFC Bank PBG, HDFC Securities,
- Kotak Securities, Angel Broking, Share Khan, Bluechip Corporate, Integrated, Bajaj Capital and ASK Wealth
- There are among 150 individual IFA's managed by me
- Maintained an average of 6 to 7% average market share among my channel's
Assistant Manager(Relationship Manager)
Yes Bank Ltd
05.2017 - 03.2018
- Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Cards, Investments, etc
- Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank
- To analyze the financial needs of the customers and offer appropriate product with utmost transparency
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Single Point Of Contact responsible for service and sales satisfaction of mapped clients
- Created using Resumonk - Online Resume Builder
- Alibaba.com
Summer Intern
05.2016 - 07.2016
- Role & Learnings
- Market Alibaba services to Local SMEs in my region
- Represent Alibaba to local markets to share online business models and helping them join the online marketplace
- Develop knowledge in certain industry verticals like Textile, Food and Beverages, Autos &Machinery and trying our potentials directly in the field
- The job involves meeting the trading businesses, associations; visiting wholesale markets and share Alibaba services and helping companies join Alibaba.com offering them free Privileged services customized for this program
Team Leader
Robust Inc
07.2012 - 06.2013
- To lead a team of 25-30 teammates into dual operations and projects run by the organization
- To drive the team towards goals and targets set by respective top management
- Working closely with Lawyers based in the United States to pass on claims which are filed against Bayer's Pharmaceutical
- Achieving the daily targets in Medical Process and Debt Management Program
- Handling the co-ordination between Debt Managers which are designated third party entities that assist debtors with repaying their debt through a debt management plan and the Debtors
- Both the operations were inbound and outbound sales
- To generate leads which fits into the clients criteria
Team Leader
E-Spectrum Services
07.2009 - 06.2012
- To lead a team of 35 to 40 teammates into dual operations and projects run by the organization which was mainly focused on
- US Debt Management Program and US Mortgage Process
- To provide credit counseling to people with debt problems that have gotten out of hand
- To negotiate with creditors to reduce the amount of debt or get the best possible repayment terms
- To helps people with damaged credit recover and improve their credit ratings
- To generate the qualified leads for the Mortgage Lending Companies based in the United States
- Working closely with the Loan Officers based by our clients in the United States on different disbursement
Sales Associate
Azure Knowledge Corporation
12.2008 - 06.2009
- Hardcore outbound sales, cold calling from the database provided by the organization
- Lead generation of potential customer's who are willing to refinance their existing mortgage, also who are looking for a fresh mortgage which fits in the clients eligibility criteria
- Got an exposure with a different set of customers based out in Australia, UK and briefly to Canada and US
- Worked in flexible shifts at the initial phase of the training
Education
MBA - Marketing, Operations
BK School Of Business Management
08.2015 - 05.2017
B.Sc - IT (Correspondence
Sikkim Manipal University
08.2009 - 05.2013
Skills
SalesForceundefined
Timeline
Sales Manager
Axis Bank Ltd.
09.2022 - Current
Deputy Manager (Relationship Manager)
Prudent Corporate Advisory Services Limited
10.2021 - 09.2022
Assistant Manager (Relationship Manager)
L&T Investment Management Limited
03.2018 - 09.2020
Assistant Manager(Relationship Manager)
Yes Bank Ltd
05.2017 - 03.2018
Summer Intern
05.2016 - 07.2016
MBA - Marketing, Operations
BK School Of Business Management
08.2015 - 05.2017
Team Leader
Robust Inc
07.2012 - 06.2013
B.Sc - IT (Correspondence
Sikkim Manipal University
08.2009 - 05.2013
Team Leader
E-Spectrum Services
07.2009 - 06.2012
Sales Associate
Azure Knowledge Corporation
12.2008 - 06.2009
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