Dheeraj Sikka

Adaptable and forward-thinking SALES MANAGER methodical about capturing every business development opportunity with multi-pronged approaches. Focused on continuous improvement of sales numbers through strategic management of teams and monitoring of market trends. Skillfully build connections and remove roadblocks by leveraging industry expertise.

• Won domestic trip and trophy for overall achievement in Q3
• Won domestic trip and trophy for overall achievement in Q4
• Won CASA KA SULTAN Contest and certificate from ZONAL HEAD
• Won KAABIL KAUN LI CONTEST and certificate from ZONAL HEAD
• Qualified for time to time CASA CONTESTS organized at branch level

• IRDAI Certified
• AMFI/NISM certified for Mutual Funds

• Senior Sales Manager, Canara HSBC OBC Life, 03/19, 11/21, Managing a team of 8 premier RMS for insurance business, Serving as a one point contact for sales and service, Training the channel partner employees about the insurance products of the company, Maintaining liaisoning between company and banca partner, Achieving business targets on mtd and ytd basis, Maintaining the persistency for the branch, Going on calls with PREMIER RMs to pick big ticket sizes, Maintaining the service level at the branch at the highest, Ensuring that any escalation from the branch to be settled at the initial level to maintain the relationship at its best
• Imperia Relationship Manager, HDFC Bank Ltd., 02/18, 08/18, Managing a portfolio of IMPERIA clients of bank in retail segment, Catering the various banking needs of clients, Cross selling of products to managed clients, Providing service to clients for banking, Activation of clients on all digital platforms of bank, Serving as a one point contact for portfolio clients, Got Elevated as imperia RM within 4 Months from preferred RM
• Manager Customer Service, RBL Bank (Gurgaon Branch), 06/16, 01/18, Managing a team of 4 PBs, Managing branch walk-in, Sourcing CASA from branch walk-in, Cross sell of all products offered by bank to clients, Responsible for management of customer deliverables, Resourceful for maintaining relationship with customers to achieve quality product and service norms by resolving their service related critical issues, Proficient in smooth processing of all backend operations and settlement of customer instructions, Ensuring customer satisfaction and delight, Escalation handling, Complaints Handling, Also Managing portfolio of aspire clients for deepening and service (RV OF 5L-15L)
• Relationship Officer (Deputy Manager), Kotak Mahindra Bank, 02/16, 06/16, Acquisition of new corporate salary accounts, Responsible for portfolio management of corporate clients individually, Cross selling of other products to the corporate clients
• Senior Corporate Agency Manager, HDFC Life Insurance (Banccasurance Channel), 01/15, 02/16, Training the channel partner employees about the insurance products of the company, Achieving the business targets of the branch by liaising between company and banca partner, Coordination with the TPP HEADS regarding the plans and policies to over achieve the targets
• Unit Manager, SBI Life Insurance, 09/13, 01/15, Recruiting a team of advisors, Carrying out business of life insurance through them, Training and motivating the team to do business
• Sole Operator, Shoe Planet, 04/08, 09/13, Responsible for all purchases and sales of the Showroom, Taking Care of Overall working of showroom, Responsible for complete Management
• Territory Manager, Max New York Life Insurance Co. Ltd., 08/07, 12/07, Handling the team of 20 persons, Achieving Sales target through team, Co-ordination with business team in order to meet business expansion plans, Organizing team meetings and motivated them
• Sales Executive, ICICI Bank Ltd., 08/03, 08/07, Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio, Achieving of product-wise targets, Creating new HNI customers and providing them personalized services of bank, Regular contact with all mapped clients through weekly/monthly calls, Managing relationships to improve relationship value of existing customers
• Sales Assistant, Sahara India Parivar, 05/02, 08/03, Responsible for Opening of new saving Account, Generating the leads of new fixed deposit, Generating booking for the launch housing project of Sahara India in Rohtak (Sahara Housing), Look after sales target

• Father's Name: Late Sh. T.R Sikka
• Gender: Male
• Nationality: Indian
• Marital Status: Married

IRDAI , NISM AMFI