Jainam Popat

Key Responsibilities and Achievements:

Program Management & Consulting:

• Successfully manage end-to-end customer loyalty programs for large enterprise clients, including the State Bank of India (SBI), Indian Bank, IDFC, IDBI, Bank of India, and UCO Bank.
• Provide strategic consulting to banks, optimizing digital banking initiatives, and enhancing performance across critical KPIs.

Strategy & Business Solutions:

• Develop and implement data-driven strategies to boost spending on debit cards, credit cards, and other digital channels, driving measurable business growth for the banks.
• Lead cross-functional teams—comprising Business Analysts, Product Managers, Program Management, Operations, Tech, DevOps, MIS, and QA—to deliver complex projects efficiently, meeting client expectations, and timelines.

Team Leadership & Stakeholder Management:

• Directly oversee the country's largest loyalty program, SBI Rewardz, serving a massive customer base of 28 crore SBI customers.
• Collaborate with senior stakeholders to align loyalty program goals with client business objectives, ensuring consistent value delivery.

Revenue Growth and Financial Excellence:

• Surpassed revenue targets consistently, achieving 116% (₹46 crores) in FY22-23, 136% (₹136 crores) in FY23-24, and 118% (₹236 crores) YTD FY24-25.
• Ensured 100% recovery of six months' pending invoices in March 2022, demonstrating exceptional financial acumen.

Awards & Recognition:

• Honored with multiple accolades, including the 'Extraordinary Diligence' Award and 'Employee of the Year' Award for FY22-23 and FY23-24, respectively.
• Recognized with milestone rewards in June 2022, April 2023, and June 2024, for exceptional contributions to organizational success.

Enterprise Sales and Product Development:

• Managed a portfolio of 70+ large corporates, delivering tailored payout solutions, including Employee Benefits, Corporate Accounts, Vendor Management, and Expense Modules.
• Collaborated with Product, Marketing, Operations, Legal, and Compliance teams to establish and execute end-to-end processes for innovative product solutions.
• Conducted market and competitive analysis to identify product gaps, leading to feature enhancements that drove a 73% revenue increase from March 2020 to March 2021, and ensured a first-mover advantage.

Team Management and Achievements:

• Built and led a high-performing team, driving growth across all product lines, achieving a 100x top-line, and 20x bottom-line growth (March 2020 to March 2021).
• Spearheaded the development of a Current Account to Wallet Transfer solution, sourcing the first client nationwide.
• Reduced account opening TAT by 70% through automation and introducing a DIY workflow, improving operational efficiency.

Business Development and Team Management:

• Led a team of eight members, each mapped to HDFC Bank branches, to drive life insurance business acquisition.
• Designed strategies with Cluster Heads and Branch Managers to ensure consistent business flow and growth.
• Minimized attrition by fostering team motivation, providing on-the-job training, and conducting regular feedback sessions.

Competitive Analysis:

• Analyzed competitor products to refine strategies, achieving a 33% market share increase in two units, and sustaining an overall market share of 90%.

Achievements:

• Overachieved policy renewal persistency by 12% and generated a premium of ₹1.5 crore in the last quarter.
• Increased the market share of 2 assigned units by 33% each, ensuring an overall market share of 90% on a monthly basis.
• Ranked 9th among 519 corporate sales managers nationwide in the last quarter.

Key Account Management and Wealth Advisory:

• Managed 250+ HNI clients with a net worth of ₹3M+, creating customized financial strategies based on income, expenses, tax status, and risk tolerance.
• Expertise in diverse wealth management products, including mutual funds, PMS, direct equity, life insurance, and structured products.
• Consistently increased client wallet share by 15-20% quarterly through personalized offerings and superior customer satisfaction.
• Activated five new clients monthly, generating ₹1M in fresh AUM via product cross-selling.

Achievements:

• Awarded 'Best Management Trainee' among 125 candidates for outstanding customer acquisition.
• Delivered ₹5.5M in monthly net sales through mutual fund investments (June 2017–Dec 2018).

Client Relationship Manager.

• Spearheaded client acquisition by meeting with over 60 prospects across three cities and pitching Zigsaw’s HR services.
• Delivered end-to-end HR solutions, partnering with 15 new clients, and successfully closing 30 full-time positions.
• Organized and executed the Zigsaw Internship Festival at SVNIT, Surat, facilitating GDs and interviews for over 200 students.

Achievements:

• Generated ₹0.6M in commissions by filling vacant roles, and exceeded client acquisition targets by 25% during the internship.