Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Timeline
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Alpa Pathak

Unit Head
Pune

Summary

Having an overall 10 years of experience in financial market, here my mantra is for Success is what I dream through excellence hence I commit hard work & dedication towards a directional way to achieve the vision & mission of the organization.

Overview

10
10
years of professional experience

Work History

Unit Head

HDFC Standard Life Insurance
06.2018 - 01.2019
  • Implemented business strategies, increasing revenue and effectively targeting new markets.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Focused on high number of conversion ratio
  • Training and motivating team for achieving their incentive and promotion criteria

Sales Manager

ICICI Prudential Life Insurance Co. Ltd
08.2012 - 06.2018
  • Team Management of two verticals: Service to Sales (S to S) and Direct Marketing (DM)
  • Target Prediction and Achievement for the Team
  • Develop Plans to acquire new customers through references and Campaigns
  • Plan and Co-ordinate Training Program of product for Sales Staff
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Lobby Acquisition Officer

Indusind Bank Ltd
09.2011 - 08.2012
  • Acquisition of New customers and cross selling other products
  • Establishing relationship with Customer and providing best level of service to them
  • Regular interface with Managers of other Channels to liaison & utilize their sales force for Business Expansion
  • Responsible for arranging Customers meets, Event management and Product presentations
  • Developed strong organizational and communication skills through coursework and volunteer activities.

Office Associate

IDBI Bank Ltd
10.2009 - 09.2011
  • Managing investment portfolios of existing customer
  • Acquisition of new clients through References
  • Responsible to handle Demat desk
  • Responsible to handle miscellaneous request of customers
  • Responsible to cross sell & upsell

Sales Coordinator

Barclays Finance-Telnet Services
08.2008 - 10.2009


  • Responsible for Processing the financial Loan documents
  • Kept detailed records of sales and customer information in CRM software, updating database regularly to maintain top-notch service.
  • Responsible for underwriting the file with a magnifying process
  • Managing sale & disbursement MIS for the branch
  • Providing underwriting guideline training to the new sales team

Education

Bachelors of Computer Application - undefined

Saurastra University

NISM (AMFI) Certified - undefined

Skills

New business opportunities

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Accomplishments

  • Consequently Got 4 Promotions in Span of 5 years i.e. 2013 /2014/2015 & 2017 and was designated as Sales Managee
  • Got selected as one Best Employee among the team strength of (200 across Gujarat) for the senior leadership role, designated as Sales Manager in the year 2014/15 due to Consistent Performance, Business Quality & Hygiene.
  • Played Important and Major role in contributing Branch Sales Growth by achieving 250 % compared to last year in Mysore branch
  • Achieved Many Certificate, Trophy and Awards in my Career due to Constant Performance,Qualities and Qualification.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Unit Head

HDFC Standard Life Insurance
06.2018 - 01.2019

Sales Manager

ICICI Prudential Life Insurance Co. Ltd
08.2012 - 06.2018

Lobby Acquisition Officer

Indusind Bank Ltd
09.2011 - 08.2012

Office Associate

IDBI Bank Ltd
10.2009 - 09.2011

Sales Coordinator

Barclays Finance-Telnet Services
08.2008 - 10.2009

Bachelors of Computer Application - undefined

Saurastra University

NISM (AMFI) Certified - undefined

Alpa PathakUnit Head