Deepak Choudhary
Bhayandar
Summary
Results-driven Senior Sales Manager with extensive experience in sales strategy development and team leadership. Expertise in client relationship management and loan products, consistently surpassing sales targets. Proven ability to train and mentor teams, enhance operational efficiency, and ensure compliance, leading to high customer satisfaction. Demonstrated success in identifying new business opportunities and improving sales processes, fostering collaboration, and executing effective sales strategies.
Overview
13
13
years of professional experience
Work History
Sr. Sales Manager
Kwickfin Solutions
Mumbai
02.2024 - Current
- Lead and mentor a team of 10 sales executives, driving performance to achieve monthly loan disbursement targets, and fostering a collaborative, high-energy team environment.
- Oversee end-to-end sales processes for secured and unsecured loans, consistently meeting or exceeding targets through strategic planning and execution.
- Conduct high-level meetings with clients to understand financial needs, propose tailored loan solutions, and build long-term relationships.
- Leverage in-depth knowledge of secured loans, e.g., home loans, property-backed loans, and unsecured loans, e.g., personal loans and business loans, to guide clients and train team members on product offerings.
- Identify and cultivate new lead sources through networking, referrals, and partnerships, year over year.
- Streamline team workflows, implement performance tracking systems, and ensure compliance with lending regulations and company policies.
- Design and deliver training programs on sales techniques, product knowledge, and customer service, improving team productivity.
- Coordinate with banks, financial institutions, and internal departments to facilitate smooth loan processing and approvals, reducing turnaround time.
- Monitor market trends and competitor offerings to adapt sales strategies, ensuring the DSA remains competitive in the loan market.
Relationship Manager (Assistant Manager)
HDFC BANK LTD
05.2022 - 10.2023
- Assisted in managing a diverse portfolio of clients, providing support in financial planning and investment strategies.
- Conducted regular account reviews, identifying opportunities for upselling and cross-selling banking products.
- Assisted in resolving complex client issues, demonstrating a commitment to delivering exceptional customer service.
- Prepared and presented financial reports to clients, explaining investment performance and recommending adjustments as needed.
Relationship Manager (Assistant Manager)
AXIS BANK LTD
12.2020 - 08.2021
- Manage and nurture a portfolio of high-net-worth clients, consistently exceeding quarterly sales targets.
- Conduct comprehensive financial analyses for clients, identifying investment opportunities and providing strategic financial advice.
- Cultivate and maintain strong relationships with clients through regular communication and personalized service, resulting in a increase in client retention.
- Collaborate with cross-functional teams to introduce new financial products.
- Lead client onboarding and training sessions, ensuring a smooth transition and optimal utilization of banking services.
- Act as a key liaison between clients and internal departments, addressing inquiries, resolving issues, and ensuring a seamless client experience.
- Stay abreast of market trends, industry regulations, and financial news to provide clients with timely and relevant information.
Associate Sales Consultant
Policy Bazaar Insurance Brokers Pvt Ltd.
12.2019 - 09.2020
- Educate clients on various insurance products, including life, health, and property insurance, tailoring solutions to meet individual needs.
- Consistently achieve and exceed monthly sales targets through proactive lead generation and effective sales techniques.
- Conduct thorough needs assessments to identify clients' insurance requirements, providing comprehensive coverage recommendations.
- Collaborate with underwriters and insurance carriers to ensure accurate policy issuance and resolve complex client inquiries.
- Utilize CRM software to manage and track client interactions, ensuring a high level of customer satisfaction.
- Regularly participate in ongoing training to stay updated on industry trends, policy changes, and product knowledge.
- Actively contribute to team success through collaborative efforts and sharing best practices.
Relationship Manager
HDB FINANCIAL SERVICES PVT LTD.
08.2018 - 12.2019
- Company Overview: (Third Party Of HDFC Bank Ltd.)
- Job role is similar as Relationship Manager.
- As relationship manager understanding providing best service to managed customers with to bank process and compliance.
- Cross selling Banking products according to need of customers like investment products including insurance also retail assets like personal loan, Home loan, Auto loan, Etc.
- Maintaining good reports professional relationship with portfolio customers.
- (Third Party Of HDFC Bank Ltd.)
Accountant
AMBIKA METAL
10.2012 - 06.2018
- Prepared monthly and year and closing statements financial documents and invoices.
- Maintained accurate invoice summarise and collection record to enhance monitoring of billing and cash inflows.
- Calculated and prepared checks for utilise taxes and other payments.
- Monitored balance sheet and income statements to evaluate financial performance.
- Examined financial statements and income statements to review companies financial Performance.
- Reviewed financial information detailing assets liabilities and capital and prepared balance sheets and profits and loss statements.
Education
Bachelor Of Management Studies -
Gokhale Education Society
03.2018
Higher Secondary Certificate -
The Divine Image College
03.2014
Secondary School Certificate -
Bhayandar Secondary School
03.2007
Skills
- Team Leadership and Management
- Sales Strategy and Execution
- Client Relationship Management
- Loan Product Expertise
- Strategic Planning
- Operational efficiency
- Sales and Business Development
- Financial analysis
- Customer Satisfaction Enhancement
- Cross-selling and upselling
- Training and mentorship
- Excellent communication skills
- Regulatory compliance
Accomplishments
- Received the 'Excellence in Client Engagement' award for three consecutive years.
- Received Multiple Awards for the achievement of various products.
- Surpassed quarterly sales targets.
- Qualified excellence performance in general insurance.
- Achieved 105% Home Run for the yearly target.
- IRDA certified with SP code.
Hobbies and Interests
As a banking professional, my key interests in driving financial success and fostering client relationships. With a strong background in risk management and financial analysis, I am dedicated to optimizing processes and implementing strategic solutions. My passion for staying abreast of industry trends and regulations reflects my commitment to delivering excellence in financial services. Eager to contribute my skills and expertise to a dynamic banking environment.
Languages
Hindi
First Language
English
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Timeline
Sr. Sales Manager
Kwickfin Solutions
02.2024 - Current
Relationship Manager (Assistant Manager)
HDFC BANK LTD
05.2022 - 10.2023
Relationship Manager (Assistant Manager)
AXIS BANK LTD
12.2020 - 08.2021
Associate Sales Consultant
Policy Bazaar Insurance Brokers Pvt Ltd.
12.2019 - 09.2020
Relationship Manager
HDB FINANCIAL SERVICES PVT LTD.
08.2018 - 12.2019
Accountant
AMBIKA METAL
10.2012 - 06.2018
Bachelor Of Management Studies -
Gokhale Education Society
Higher Secondary Certificate -
The Divine Image College
Secondary School Certificate -
Bhayandar Secondary School
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