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
undefinedAccomplishments
- 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
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