Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Notable Accomplishments
Languages
Work Availability
Work Preference
Software
Timeline
Generic
JAYANT KALOKHE

JAYANT KALOKHE

SALES
Mumbai,MH

Summary

Established consistent and appropriate business practices, enhanced controls for Bancassurance & BFSI- Banking, Growth management, Insurance Services; instituted controls, teamwork and accountability throughout the entity Spearheaded sales, service and distribution of banking products across liabilities, assets, wealth & trade services for various customer segments Incisive acumen in supervising the implementation of changes in day-to-day financial processes; incorporated system based controls that resulted in elimination of several manual processes Scaled up business from scratch & delivered excellence; proven success in setting business direction, formulating business plans & strategies; Formulated business plans, positioned product, managed distribution network and monitored operations with focus on profitability Gained overall experience in new business development; drove business relationships with clients to increase the customer base through offering various general insurance products & services Skilled in providing differentiated product propositions & solution based approach, thereby creating a win-win situation and foundation for long-term client retention Conceptualized strategic & operational plans for the designated branches; defined financial parameters within which branch operations must be executed and harmonized with the organization's macro level plans Increasing share of wallet from existing clients, developing value-added solutions and structures that served as important entry points into the trade wallet of clients Established and implemented internal control disciplines throughout the region to maintain integrity and accuracy of financial reports

Overview

21
21
years of professional experience

Work History

Regional Head - MSME - Sales- SUPPLY CHAIN FINANCE

GREENIZONE AGRITECH FINTECH CONSULTANCY PVT LTD -SUPPLY CHAIN FINANCE
Mumbai
04.2022 - 03.2025
  • Establishing a strong portfolio and make sure PAR is below the set thresholds
  • Identifying new clients, influencers, and channel partners to improve volume
  • Achieving the monthly disbursement budgets and work closely with the Zonal Sales head
  • Periodic reviews of regional sales budgets and interactions with active vendors, channel partners, and other regional stakeholder
  • Creating and implement regional marketing strategy initiatives with the goal of boosting sales in coordination with internal and external stakeholders including CFOs, CAs, marketing CXO's, DSA
  • Exploring business potential, opportunities & clientele to secure profitable business volumes by networking with prospective clients, generating business from existing accounts and achieving profitability & increased sales growth
  • Analyzing organization requirements for Sales & Distribution Network/ Region and (Dealer Network/Manufacturing Tie-ups/NBFC Tie-ups); devising & communicating plans to Regional and Branch Level for the Agency & Dealer Network
  • Driving sales in the assigned region while maintaining adherence to the budgetary & quality norms
  • Administering various marketing campaigns & events for the organization
  • Collaborating with the respective Underwriting, Operations and Claims/ SCM functions (at the Regional Office) to ensure effective coordination and working
  • Leading business planning of channel partners, including development and execution of joint sales plans, local area marketing, staff coaching, recruitment and hosting of constructive meetings
  • Conducting performance/ business reviews to assess channel performance at the regional/ branch level, identifying gaps and suggesting corrective actions
  • Rendering sustained services to clients for high ROI, increasing retention level by achieving quality norms and resolving their issues to attain high customer satisfaction
  • Preparing reports to apprise management of the business performance and assisting in formulating future objectives
  • Managing licensing and activation of agents & dealers; nurturing relationships with the agents to drive higher penetration of accounts
  • Directing, training & monitoring performance of team members to ensure efficiency in operations while meeting individual & group targets

AVP - Sales & Revenue growth

Flexible Software
Mumbai
03.2020 - 04.2022
  • Handled clients from E-Commerce & technology sector and have been involved in enterprise sales
    worked in a company that sells IT products or IT services (preferred) to businesses
    Handled clients from Top IT/ITES, E-Commerce, technology Sector
    Develop and ensure achievement of sales strategies and year-on-year sales plan divided into monthly, quarterly and annual plan.
    Develop business personally through prospecting and pitching to client organizations identified in the course of strategy creation.
    Manage sales team's performance
    Manage the entire Sales Life-cycle including Prospecting, Pitching, Offering,

Regional Head - Banc assurance

Edelweiss Tokio
Mumbai
05.2017 - 03.2020
  • Handled clients from E-Commerce & technology sector and have been involved in enterprise sales
    worked in a company that sells IT products or IT services (preferred) to businesses
    Handled clients from Top IT/ITES, E-Commerce, technology Sector
    Develop and ensure achievement of sales strategies and year-on-year sales plan divided into monthly, quarterly and annual plan.
    Develop business personally through prospecting and pitching to client organizations identified in the course of strategy creation.
    Manage sales team's performance
    Manage the entire Sales Life-cycle including Prospecting, Pitching, Offering,

Location Head (Bancassurance- Bank of India & Union Bank Of India)

Star Union DAI_ICHI Life Insurance Co Ltd.
11.2013 - 10.2015
  • Spearheaded Team of Sales Manager and Sr. Sales Manager and managed a team of 13 SM for cross selling through Banc assurance of Bank of India and Union bank of India

Sale Manager (Bancassurance - Sarswat Bank)

TATA AIA Life Insurance Co. Ltd.
09.2008 - 11.2013

Joined as Assistant Manager & rose to the position of Sales Manager in Apr’12. Managed Corporate relationship with Cholamadlam, Sarswati bank, PNB, Allahabad bank, Syndicate bank, TCL, City Bank, PNB-HFL, L & T Finance & Indiabulls Awards & Recognitions :

· ATALAS Award in Nov 2012

· MD Challenge Award for best performance in OND 2011 (Achieved-150% of Target)

· ‘Best Performer Award’ for April 11 – Sep’11 (H1) (Achieved 155% of Target)

· Highest business penetration in country 2010-2011 & 2009-2010

Agency

Bajaj Allianz Life Insurance co Ltd
12.2007 - 09.2008
  • Team Leadership & Development
  • Sales Strategy & Revenue Growth
  • Client Relationship Management
  • Policy Underwriting & Risk Analysis
  • Regulatory Compliance & Audit Readiness
  • Operations Management
  • Performance Analytics & Reporting
  • Training & Mentorship Programs
  • Customer Retention Strategies
  • Budgeting and Financial Oversight

Bancassurance

ICICI Prudential Life Insurance
09.2006 - 12.2007

· Created roadmaps for long-term value creation and strategic directions based on the following key drivers

· Provided external market analyses with regards to products, competition, pricing and broader market conditions to aid business in formulating long-term strategy plans for insurance products across all markets

· Led a team of SM’s and Sr. Sales Manager and managed 8 SM and Sr. SM of ICICI BANK AND Bank of India

Territory Sales Manager

Emcure Pharmaceuticals Ltd.
07.2004 - 08.2005
  • Team Leadership & Development
  • Key Account Management
  • Product Launches & Market Expansion
  • Clinical Knowledge & Therapeutic Expertise
  • Sales Training & Coaching
  • Strategic Territory Management
  • CRM and Data Analytics
  • KOL (Key Opinion Leader) Engagement
  • Regulatory Compliance (FDA, HIPAA)
  • Cross-Functional Collaboration (Marketing, Medical, Market Access)

Education

MBA - Marketing Management

JDC BYTCO Institute of Management Research and Studies
Nasik
01.2004

B.Sc. - Chemistry

N.D.M.V.P.M. Samajs Arts, Science. Commerce College
Nasik
01.2002

Skills

  • supply chain finance
  • BNPL
  • Vendor finance
  • Key Account Management
  • Digital Marketing
  • Strategy Planning & Execution
  • Lead Management
  • Business Process Planning/Management
  • Business Continuity Planning
  • Efficiency Gains
  • Profitability Enhancement
  • Cost Optimization
  • Process Improvement Planning
  • Team Management & Leadership

Languages

  • English
  • Hindi
  • Marathi

Personal Information

Date of Birth: 02/06/78

Notable Accomplishments

  • Highest APE, Edelweiss Tokyo Life Insurance, 03/01/19
  • Best Employee Award, Edelweiss Tokyo Life Insurance, 03/01/19
  • Best Performing Team Romg, Edelweiss Tokyo Life Insurance, 09/01/19
  • Best Employee Award, Edelweiss Tokyo Life Insurance, 03/01/18
  • No 1 Regional Head, Edelweiss Tokyo Life Insurance, 09/01/18
  • Best Employee, Edelweiss Tokyo Life Insurance, 03/01/17
  • Best Performance, Edelweiss Tokyo Life Insurance, 09/01/17

Languages

Marathi
Native language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteHybrid

Software

EXCEL

POWERPOINT

Timeline

Regional Head - MSME - Sales- SUPPLY CHAIN FINANCE

GREENIZONE AGRITECH FINTECH CONSULTANCY PVT LTD -SUPPLY CHAIN FINANCE
04.2022 - 03.2025

AVP - Sales & Revenue growth

Flexible Software
03.2020 - 04.2022

Regional Head - Banc assurance

Edelweiss Tokio
05.2017 - 03.2020

Location Head (Bancassurance- Bank of India & Union Bank Of India)

Star Union DAI_ICHI Life Insurance Co Ltd.
11.2013 - 10.2015

Sale Manager (Bancassurance - Sarswat Bank)

TATA AIA Life Insurance Co. Ltd.
09.2008 - 11.2013

Agency

Bajaj Allianz Life Insurance co Ltd
12.2007 - 09.2008

Bancassurance

ICICI Prudential Life Insurance
09.2006 - 12.2007

Territory Sales Manager

Emcure Pharmaceuticals Ltd.
07.2004 - 08.2005

MBA - Marketing Management

JDC BYTCO Institute of Management Research and Studies

B.Sc. - Chemistry

N.D.M.V.P.M. Samajs Arts, Science. Commerce College
JAYANT KALOKHESALES