Chaitali Mete
Mumbai
Summary
Dynamic professional with a proven track record in managing high-performing sales teams while ensuring strict regulatory compliance. Expertise in cultivating long-term corporate relationships consistently leads to the achievement of ambitious sales targets, driving substantial business growth across diverse territories. Adept at leveraging market insights to develop strategic initiatives that enhance revenue and foster client loyalty. Committed to delivering exceptional results through effective leadership and a customer-centric approach.
Overview
15
15
years of professional experience
2013
2013
years of post-secondary education
Work History
Deputy Manager (Key Account Manager)
HDFC Life Insurance Company Ltd
01.2022 - Current
- Managing key accounts for the superannuation annuity business and NPS, catering to large and mid-size corporate clients.
- Handling annuity and superannuation business for 25+ corporates, and NPS relationships for 60+ corporate clients across assigned territories.
- Working closely with the Acquisition Team to onboard new corporates for NPS and Annuity, from initial engagement to successful implementation.
- Driving end-to-end corporate onboarding, including presentations, product structuring, PRAN generation, documentation, and post-onboarding support.
- Building and maintaining long-term relationships with HR, Finance, and senior stakeholders to ensure sustained business growth.
- Ensuring regulatory compliance with PFRDA, IRDAI, and internal governance guidelines.
- Supporting corporations with the transition from existing retirement solutions to NPS, annuity, and superannuation structures.
- Achieved consistent business growth through cross-selling and deepening of existing corporate accounts.
Territory Manager
IDFC Bank Ltd
08.2020 - 01.2021
- Managed personal loan disbursement via DSA channels across the western region.
- Recruited and trained Channel Business Managers (CBMs).
- Handled end-to-end loan lifecycle from lead generation to disbursal.
- Ensured documentation accuracy and loan approval processes.
Assistant Manager
Citi Bank NA
03.2015 - 03.2020
- Managed HNI, NRI, and elite client portfolios.
- Handled credit card and banking operations; led escalations and grievance resolution.
- Trained new hires and conducted on-job mentoring for process and product knowledge.
- Upsold various banking products, including loans and overdrafts.
- Handled Savings account, Current account, Salary accounts and Credit cards
Senior Executive
Tata AIG General Insurance Co. Ltd.
07.2014 - 01.2015
- Resolved escalated customer complaints via IRDA, Ombudsman, and Consumer Forum.
- Handled walk-in clients and responded via email and phone support.
Senior Executive
Cox & Kings Ltd.
06.2011 - 07.2014
- Managed customer service complaints and feedback for domestic & international tours.
- Mentored new agents post-process training; reported their performance to managers.
- Maintained complaint TAT and provided regular team support.
Education
Bachelor of Arts - Sociology
Mumbai University
MumbaiHSC -
Gurunanak Khalsa College
MumbaiSkills
Core Competencies
Process and procedure development
Task delegation
Performance improvements
Sales strategies
Expertise in sales
Customer relations
Adaptability and flexibility
Accomplishments
- Promoted to Assistant Manager and Global Manager.
- Won Best Sales Performer (2016-17 & 2018-19), Star of NPS, and Best Lead in NPS Project.
Qualified for 8 trips as achieved Maximum business number across Pan India
Timeline
Deputy Manager (Key Account Manager)
HDFC Life Insurance Company Ltd
01.2022 - Current
Territory Manager
IDFC Bank Ltd
08.2020 - 01.2021
Assistant Manager
Citi Bank NA
03.2015 - 03.2020
Senior Executive
Tata AIG General Insurance Co. Ltd.
07.2014 - 01.2015
Senior Executive
Cox & Kings Ltd.
06.2011 - 07.2014
HSC -
Gurunanak Khalsa College
Bachelor of Arts - Sociology
Mumbai University