Jitendra Moharana
Senior Area Sales Manger - Personal Loan
Pune
Summary
Sales Leader | 13+ Years in BPO & Financial Services | Senior ASM – Personal Loans & Field Sales | Driving Growth, Portfolio Expansion & Customer Acquisition | Proven Expertise in Sales Targets, Team Leadership & Client Relations
Overview
13
13
years of professional experience
6
6
Certifications
3
3
Languages
Work History
Senior Area Sales Manager
Bajaj Finserv
08.2025 - Current
- Lead and mentor a team of 5 sales managers to achieve sales targets.
- Increased regional sales by developing and implementing strategic sales plans tailored to the local market.
- Implemented data-driven decision-making processes to identify sales trends and optimize performance.
- Established clear performance expectations for team members while offering support to help them achieve success.
- Reviewed historical sales data to identify areas of opportunity for upselling or cross-selling additional products or services.
- Work closely with the product, operations, IT, credit, and analytics teams to streamline processes and improve efficiency.
- Ensure adherence to credit policies, regulatory guidelines, and maintain portfolio quality.
- Track sales metrics, analyze data, and take corrective actions to meet business goals.
- Drive new initiatives, digital adoption, and technology-led solutions for cost-efficient loan delivery.
- Recruited trained, and mentored a high-performing sales team that consistently exceeded targets.
- Field Sales, Personal Loan, Pune.
Assistant Manager
TCS
01.2025 - 08.2025
- For the P&C insurance process involving 50 or more people.
- Ensuring day-to-day operations, along with meeting process SLA and KPI.
- This involves emailing the placement specialist (PS) to exchange risk information, opening spreadsheets and databases to calculate premiums, checking price information, and updating coverages for quote and bind procedures.
- P&C 4+ years data input: creating submissions, quotes, issuing, renewing, and amendments in policy; initial benchmarking and final benchmarking.
- Team Recruitment: Assisted in recruiting, training, and managing a team to achieve performance targets.
- Onboarding: Led the onboarding and training program for new employees to reduce ramp-up time.
- Team Leadership and Supervision: Assisted in managing and leading a team to ensure the completion of tasks and objectives.
- Operational Oversight: Ensures day-to-day business operations run smoothly by delegating tasks and monitoring execution.
- Project Management: Assisted with planning, coordinating, and monitoring projects from start to finish.
- Decision-Making and Problem-Solving: Supported decision-making processes and handled day-to-day problem-solving when required.
- Customer Service & Client Relations: Manage customer interactions, and ensure the delivery of high-quality service.
- Budgeting and Resource Allocation: Assisted in managing budgets, forecasting expenses, and allocating resources effectively.
- Process Improvement: Identified opportunities for process improvements and efficiencies.
- US Insurance, Pune.
Team leader
TCS
01.2021 - 12.2024
- Lead a team of 30 process associates
- SLA and KPI Targets: Identified and addressed the challenges of meeting stringent SLA and KPI targets, recognizing the impact of external factors such as system outages and demand fluctuations on performance outcomes.
- Attrition and Retention Dynamics: Analyzed the complexities of achieving attrition and retention targets, acknowledging that factors often extend beyond direct managerial control, and implemented strategies to mitigate their impact.
- Client-Facing Engagement: Managed the balance between client-facing responsibilities and internal priorities, recognizing the time resource demands of presenting process reviews and updates to clients.
- People management: Addressed the challenges of handling one-on-one meetings and team discussions, ensuring alignment between individual feedback and broader team objectives, while managing diverse needs and expectations.
- Team Morale and Motivation: Developed strategies to foster team morale and motivation, understanding the difficulties in measuring and achieving consistent results due to varying team member needs.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- US Insurance, Pune
Team leader
TCS
03.2017 - 12.2020
- For the sales process of 45 or more people.
- Ensuring day-to-day operations, along with meeting process team targets, SLAs, and KPIs.
- This involves selling client products, such as insurance (GI and LI), to their existing customers through both outbound and inbound calls.
- Voice sales for 8+ years through voice calls; new and renewal insurance business; cancellation and retention; disbursement and policy issuance.
- Team Management and Development: Supervise and Coach - Provide daily guidance and support to the sales team, including coaching on best practices, product knowledge, and sales techniques.
- Performance monitoring - Track individual and team performance metrics, set goals, and ensure targets are met.
- Training and Onboarding - Conduct training sessions for new hires, and ongoing training for existing team members, to keep them updated on products and sales strategies.
- Voice Sales - Indian Insurance, Pune.
Process Associate
TCS
12.2012 - 03.2017
- Selling Health and General and Group Life insurance as part of Outbound and Inbound and renewal team.
- Utilized sales techniques and strategies to build customer relationships, and close sales.
- Exceeded the daily target by engaging with 50 additional customers, resulting in a 10% boost in sales.
- Voice Sales, Indian Insurance, Pune.
Education
B.com - Accounting
Utkal University
Bhubaneswar01.2009
Skills
Leadership & Management
Certification
Lean Six Sigma Green Belt
Timeline
Senior Area Sales Manager
Bajaj Finserv
08.2025 - Current
Assistant Manager
TCS
01.2025 - 08.2025
Team leader
TCS
01.2021 - 12.2024
Team leader
TCS
03.2017 - 12.2020
Process Associate
TCS
12.2012 - 03.2017
B.com - Accounting
Utkal University
Personal Information
- Father's Name: Hrushikesh M
- Mother's Name: Sebati M
- Blood Group: A+
- Date of Birth: 1988-07-01
- Gender: Male
- Marital Status: Married