ADITYA AJIT TORDE
Navi Mumbai
Summary
A dynamic professional with specialized qualifications and effective work experience of more than 09 years in Sales. Seeking an opport
Knowledgeable Desired Position with robust background in private banking. Proven track record of fostering and maintaining high-net-worth client relationships while delivering tailored financial solutions. Demonstrated excellence in wealth management and strategic financial planning.
Overview
14
14
years of professional experience
Work History
Private Banking Relationship Manager
ICICI Bank Limited
05.2023 - Current
- Streamlined account opening processes, reducing client onboarding time and increasing overall efficiency.
- Achieved 100% growth in the given book size for the FY24 from 75cr to 150cr.
- Implemented effective cross-selling strategies, promoting relevant products and services to meet clients'' evolving needs.
- Conducted detailed financial analyses to identify growth opportunities within clients'' investment portfolios.
- Collaborated closely with internal teams to deliver comprehensive wealth management solutions for clients.
- Achieved revenue growth by introducing new banking products tailored specifically for high-net-worth individuals.
- Strengthened client relationships with regular communication and proactive financial recommendations.
- Exceeded sales targets consistently by identifying prospects, cultivating relationships, and closing deals effectively.
- Managed high-net-worth clients'' portfolios, optimizing investment strategies for maximized returns.
Inside Sales Manager
Leadership Boulevard Pvt Ltd
08.2020 - 08.2022
- Company Overview: LEAD School
- Creating sales pipeline& lead generation through calls, whatsapp conversation and emails
- Build relationships with school Principal, Management, and Owner ( End to End Sales )
- Lead the discussion, conduct product demos, and academic discussions, to assesssatisfaction and identify follow-up education opportunities
- Understand school owner persona and requirements to pitch the appropriate solution matching their needs
- Proven track record of on boarding 3 schools in a month and achieving monthly sales revenue
- Maintain the CRM (Hub spot) with timely and accurate information on School KYC, tranche payment, students count
- LEAD School
Area Business Manager
Class klap Education Pvt Ltd
10.2018 - 07.2020
- Company Overview: ( IMAX Flagship Product )
- Product - (Books, Digital Learning Applications, Individualized Worksheet, etc.)
- K-12 - School acquisition -reaching out to prospective schools through various lead sources like references, channel partners, building a pipeline, and signing them up
- School Retention and upgrade -Retaining all existing schools and upgrading the value of business within the portfolio
- Revenue - Enforce policies and procedures to ensure that customer service levels are set by the organization, resulting in an annual increase in customer satisfaction by 15% per year
- Maintain update date school information on salesforce CRM
- Achieving monthly sales target
- Awarded 'Outstanding Achievement' for consistent performance
- ( IMAX Flagship Product )
Team Leader
Regenesys Business School
08.2016 - 10.2018
- Company Overview: International Certification Program
- Analyzed specific needs of students via careful surveys to develop data-driven pitches, increasing profits by 15% over two years
- Trained new employees in industry best practices for strategic pitching, presenting, and deal closing; new employee performance was 6% higher than average
- On an average exceeding 100 calls to leads for Multi-Country International Leadership MBA & BBA Program for Johannesburg South Africa
- Working on lead campaigns like Bing, Google, and Shiksha.com
- Responsible for selling BBA and MBA Program
- Responsible for increasing admissions through a direct and indirect channel
- Pitching the Right product to students and grab more attention towards admission purposes and ensure smooth function of the campus
- Preparing and executing effective business development strategies to boost Institutional Sales and achieve targets
- International Certification Program
Inside Sales Team Leader
Neelam Info Tech Solutions Pvt Ltd
05.2013 - 05.2016
- Company Overview: IT Software International Sales
- Responsible for Business-to-Business lead generation and sales prospecting for US North America
- Creating and managing prospects across our target client segments
- Contacting client prospects (cold calls, emails, etc.) for making appointments for an onsite sales team and understanding IT solutions for them
- And making the initial pitch for our services like HD Video Service, Smoke & Fire Monitoring, Smart Door & Lock Control
- Client report, team report, analysis feedback from a client, tracking leads results
- Identify areas of improvement and give constructive and direct feedback
- Helped company attain the highest customer service ratings (as determined by External auditors) earned 100% marks in all categories including communication skills, listening skills, problem resolution, and politeness
- IT Software International Sales
Customer Care Executive
Idea Cellular Limited
01.2011 - 02.2012
- Handle 50+.customer interactions per day, giving detailed, personalized, friendly, and polite serviceto ensure customer retention and satisfaction
- Memorized all company products and services to be able to answer customer questions quickly and efficiently and make upsells
- Collate source data such as customer names, addresses, and phone numbers and enter data into various customer service software
- Trained new employees in customer service script recitation, conflict resolution, and data entry practices
- Ensuring the accuracy and relevancy of all data entered into databases
Education
Bachelor of Commerce -
University of Mumbai
01.2013
Skills
- New account development
- Brand-building strategies
- Compliance awareness
- Structured products
- Financial planning
- Trust services
- Cross-selling
- Willing to learn
- Teamwork and collaboration
- Problem-solving
- Multitasking Abilities
- Excellent communication
Accomplishments
- Top sales performer award
- Achieve 100% sales target for the month
Languages
English
Hindi
Marathi
Personal Information
- Date of Birth: 03/29/92
- Nationality: Indian
Timeline
Private Banking Relationship Manager
ICICI Bank Limited
05.2023 - Current
Inside Sales Manager
Leadership Boulevard Pvt Ltd
08.2020 - 08.2022
Area Business Manager
Class klap Education Pvt Ltd
10.2018 - 07.2020
Team Leader
Regenesys Business School
08.2016 - 10.2018
Inside Sales Team Leader
Neelam Info Tech Solutions Pvt Ltd
05.2013 - 05.2016
Customer Care Executive
Idea Cellular Limited
01.2011 - 02.2012
Bachelor of Commerce -
University of Mumbai
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