Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic
ARSHAD HANIF LODHIA

ARSHAD HANIF LODHIA

Mumbai

Summary

Results-driven sales professional with 10+ years of experience exceeding sales targets and building strong client relationships. Proven ability to develop and implement effective sales strategies, resulting of increase in revenue. Seeking a challenging sales role where I can leverage my expertise to drive business growth."

Overview

11
11
years of professional experience

Work History

SENIOR AREA SALES HEAD

BAJAJ ALLIANZ
08.2022 - Current
  • Currently handling a team of 12-15 RM’s with 2 Deputy Managers
  • Handling 15 Branches of Bajaj Finance Limited
  • Create exercises, instructional activities and motivating people to achieve sales target and customer handling skills
  • Visiting HNI clients for the closure of high-end investments
  • Create a healthy and motivating work environment and atmosphere
  • Taking corrective actions and updating records.
  • Provide professional and excellent level of customer service with existing and new customers.
  • Handling escalation and achieving sales binder month on month.
  • Data Handling and Data Management.

CORPORATE SALES MANAGER

HDFC Life
07.2021 - 08.2022
  • Handle a team of 5 to 7 RMs & 4 Branches.
  • Visiting branches regularly and coordinating with branch managers and Bank employee's daily basis.
  • Create exercises, instructional activities and motivating people to achieve sales target and customer handling skills.
  • Visiting HNI clients for the closure of high-end investments.
  • Create a healthy and motivating work environment and atmosphere
  • Taking corrective actions and updating records.
  • Provide professional and excellent level of customer service with existing and new customers.
  • Handling escalation and achieving sales binder month on month.
  • Data Handling and Data Management.

ASSISTANT MANAGER

AEGONLIFE
05.2015 - 06.2021
  • Handling a team of 12-15 people for the sales process of life insurance.
  • Create exercises, instructional activities and motivating people to achieve sales targets.
  • Monitor and report progress of RM's and inform management.
  • Achieving sales target month on month basis.
  • 100% customer service and satisfaction after the issuance of policy.
  • Create a healthy and motivating work environment and atmosphere.
  • Taking corrective actions and updating records.
  • Provide professional and excellent level of customer service with existing and new customers.

Relationship Manager

AEGONLIFE
01.2015 - 01.2017
  • Pitching and closing the leads directly through CRM.
  • Meeting the clients One on One & closing the deals for Term & Traditional plans.
  • Maintaining Persistency above 90%.
  • Handling walks in customers through lobby or customer service.
  • Achieving Sales Target Month on Month.
  • Provide professional and excellent level of customer service with existing and new customers.

Education

PGDM - Banking & Insurance

Welingkar Institute
01.2019

Bachelor of Commerce - Accounts & Finance

Mumbai University
01.2017

Skills

  • Team leadership
  • Sales strategy
  • Customer relationship management
  • Performance management
  • Training development
  • Presentation skills
  • Motivational leadership
  • Territory management
  • Competitor tracking
  • KPI tracking
  • Relationship building
  • Adaptability
  • Analytical thinking
  • Lead generation
  • Data analysis
  • Sales forecasting
  • Client engagement
  • Business development
  • Escalation management
  • Sales presentations
  • Sales training
  • Presentations and proposals
  • Competitor analysis
  • Sales team supervision
  • Territory and account management
  • Closing strategies
  • Decision-making

Accomplishments

  • Rising star award 2018
  • Top line Ape leader
  • Top line NOP Leader
  • Awarded for highest collected Reference as a team 2019
  • Market Share Champion
  • Top CSM Market Share
  • Top CSM in persistency
  • Qualified for Bangkok trip highest Annuity - 2022
  • Award of Excellence - Persistency -(13 Month and Non 13 Month base)
  • Qualified for Top Area Manager Dubai TRIP JFM 2023
  • Qualified Top Area Manager Pattaya Trip March 2023
  • IB Star award for Best Manager Quality.
  • IB award for Best Team leader
  • Qualified for OND top to Singapore
  • Top in CDO club
  • IB star Award for OND
  • Qualified for Jan 2024 top to Srinagar

Languages

English
Beginner
A1
Marathi
Beginner
A1
Hindi
Beginner
A1
Arabic
Beginner
A1
Urdu
Beginner
A1

Timeline

SENIOR AREA SALES HEAD

BAJAJ ALLIANZ
08.2022 - Current

CORPORATE SALES MANAGER

HDFC Life
07.2021 - 08.2022

ASSISTANT MANAGER

AEGONLIFE
05.2015 - 06.2021

Relationship Manager

AEGONLIFE
01.2015 - 01.2017

PGDM - Banking & Insurance

Welingkar Institute

Bachelor of Commerce - Accounts & Finance

Mumbai University
ARSHAD HANIF LODHIA