Jitendra Punde

• Communicating with Tata capital Product Head & team on regular Basis for Target & Business Expansion.
• Managed risk by ensuring adherence to regulatory requirements and internal policies.
• Set challenging performance goals for the team, fostering an achievement-oriented culture that drove success across key metrics.
• Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
• Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
• Initiated cross-selling efforts, resulting in increased product penetration among existing customers.
• Maximized employee engagement through regular communication, recognition programs, and team-building activities.
• Maintained accurate records of all transactions, ensuring audit compliance and data integrity.
• Managing organizational sales by developing business plan that covers sales, revenue, and expense controls for assigned territory. Setting sales targets, tracking progress and reporting results on periodic basis.
• Timely execution of all sales activities, leads campaigns, referrals & any self - generated leads, tracking and reporting sales performance including pipeline acquisition results and market conditions along with MIS.
• Formulated marketing and promotional strategies to drive business revenue. Prepared reports and presentations detailing business development activities and outlining new initiatives.
• New Business Tie up for PL /BL with Poonawalla Fincrop Ltd.

Achievements :-

• Location Expansion from Pune to ROMG.
• Scaled PL business from 50 Lakh of disbursal/monthly in 2018 to 5 Crore of disbursal/monthly in 2024.
• Improvised Lead to Login ratio from 30% to 50%-55%.
• Onboarded 20 seat call centre for Lead Generation.
• 35000 data were connected in a Month Time.
• Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.

• Communicating with Bank Card Head & Product Head on regular Basis for Target Business Expansion, Manage Credit card sales & operations.
• Achieving monthly sales targets and acquiring new customers through consultative selling of ICICI Bank Credit cards through a defined channel of acquisition -Retail & ICICI Lead. Cross selling of products like PL / BL / LAP / HL
• Established budgets for specific projects and teams and controlled costs.
• Developed retail strategies with seasonal changes and implementation plans for deployment teams.

Achievements :-

• Location Expansion from Pune to Delhi, Mumbai, Bangalore, Hyderabad, Chennai, Punjab, Gujarat.
• Business expansion from 20 card out/ monthly in 2018 to 5000 cards out/ monthly in 2020.
• Team expansion from 5 team members in 2018 to 100+ team members, 8 Location Head + Telecaller + Field Executive + Back End Executive.

• Established and managed monthly, quarterly and yearly sales plans.
• Developed and implemented successful strategies for building company sales.
• Managing business operations with focus on top-line & bottom line performance and skills in determining company's mission & strategic direction as conveyed through policies & corporate objectives.
• Maximize revenue & profit in a repeatable fashion to create sales business strategies, develop existing customer sales and marketing tools.
• Responsible for overall management of all strategic and operational Marketing and Customer Relationship activities.
• Provide market feedback to company leadership regarding competitive offerings, prospect needs and generate product development ideas
• Take ownership of management of sales and marketing functions of business
• Drive increased revenue and profit to achieve Company's ambitious growth
• Planning and coordinating implementation of business plans.
• Closed long-term agreements through skilful Negotiation

Achievements:-

• Business Tie up with Thyrocare.
• Business Tie up with National insurance company ltd for Accidental Insurance.

• Conferred with customers each day to maintain current understanding of needs and preferences, resolve issues, and promote brand loyalty.
• Enhanced supervisory and leadership abilities by working closely with supervisor.
• Retail Banking operations, Sales, Customer Service, Forex Operations, Customer Relationship, Third Party Product Sales, CASA.

• Supervised day-to-day operations to meet performance, quality and service expectations.
• Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
• Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
• Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
• Retail Banking operations, Sale, Customer Service, Retail Branch Banking, Teller Operation, Clearing operations, Third Party Product Sales, CASA Sales.