Arshad Lodhia

• Leading a team of 4 Relationship Managers for driving sales performance and business growth

• Managing Direct Vertical Sales with focus on client acquisition and revenue generation

• Visiting and engaging with clients to build strong relationships and close sales opportunities

• Consistently achieving monthly sales targets through strategic planning and team management

• Monitoring team performance and ensuring high standards of customer service and client satisfaction.

• Creating a positive and motivating work environment to enhance productivity and team efficiency.

• Led team of 12–15 RMs and 2 Deputy Managers to drive performance and achieve sales goals
• Handled 15 branches of Bajaj Finance Limited.
• Market Share of above 80% with an open architecture concept.
• Creating training activities and motivating teams to achieve sales targets
• Visiting HNI clients for closure of high-end investment opportunities
• Creating a healthy and motivating work environment
• Resolved escalations while consistently meeting monthly sales targets
• Cultivated customer relationships, ensuring high levels of service excellence
• Data handling and management with Persistency above 98% on an average.

• Handling a team for life insurance sales operations
• Monitored RM performance and reported insights to management
• Achieving sales targets consistently month on month
• Ensured customer satisfaction post-policy issuance through follow-ups
• Creating a healthy and motivating work environment
• Managing customer escalations and maintaining service quality
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• Meeting clients and closing Term & Traditional insurance plans
• Maintaining persistency above 90%
• Handling walk-in customers and customer servicing
• Achieving sales targets month on month
• Built strong customer relationships that led to increased referrals