KALPESH SATISH DATTANI

Role & Responsibilities:

• Responsible for Business delivery for Digital Product Finance and ensuring High level of performance Cluster Manager, Area Manager, Sales Manager and Team.
• Relationship Management with Key Accounts
• Currently Heading Mumbai Reason
• Ensuring High Level of satisfaction for Dealers/Key accounts and Customers
• Ensuring timely and quick service to Dealers and end customers
• Distribution Management
• Manufacturer Relationship Management
• Monitoring and Ensuring acquisition of quality Portfolio
• Evaluated employee performance ,coached and trained 225 on roll team members, increasing quality of work and employee motivation.
• Streamlined 1600 Dealer management processes by implementing efficient organizational systems and tools.

Role & Responsibilities:

• Responsible for Business delivery for Digital Product Finance and ensuring High level of performance by SMs and Their Team.
• Relationship Management with Key Accounts
• Heading Mumbai wester/central/harbour region
• Ensuring High Level of satisfaction for Dealers/Key accounts and Customers
• Ensuring Timely and Quick Service to Dealers and End customers
• Distribution Management
• Manufacturer Relationship Management
• Monitoring and Ensuring acquisition of quality Portfolio

Role & Responsibilities:

• Responsible for Business delivery for Digital Product Finance and ensuring High level of performance by SMs and Their Team.
• Relationship Management with Key Accounts
• Heading Mumbai western Cluster.
• Ensuring High Level of satisfaction for Dealers/Key accounts and Customers
• Ensuring Timely and Quick Service to Dealers and End customers
• Distribution Management
• Manufacturer Relationship Management
• Monitoring and Ensuring acquisition of quality Portfolio

Role & Responsibilities:

• Responsible for Business delivery for Digital Product Finance and ensuring High level of performance by SMs and Their Team.
• Relationship Management with Key Accounts
• Heading Mumbai Central and Harbour
• Ensuring High Level of satisfaction for Dealers/Key accounts and Customers
• Ensuring Timely and Quick Service to Dealers and End customers
• Distribution Management
• Manufacturer Relationship Management
• Monitoring and Ensuring acquisition of quality Portfolio

Responsibilities:

• My role was acquiring new clients and maintains the relationship of Privilege Client Group.
• Equity advice to the Existing clients.
• To manage a team of 5 member (Tele callers, MT and Relationship Managers who are responsible for generating and closing leads)
• Handling Retail / High Net worth Individual (HNI) Clients.
• Equity analysis as per requirement of clients.
• Brokerage target achieved on monthly basis.
• Periodically provided research reports to existing clients.
• Updating and upgrading clients with latest investment advisory products.

Responsibilities:

• My role involves acquiring new clients and maintains the relationship
• To manage a team of 8 member (Assistant Managers & Deputy Managers who are responsible for generating and closing leads)
• Spearheading product promotion and market development initiatives.
• To handle the Tele Marketing model which generates leads for the Assistant Managers & Deputy Managers.
• Monitoring the conversion ratios of Leads, quality of clients, tracking the deepening from the clients acquired.
• Organizing and planning events to create a platform for Customer interaction.
• Guiding the Marketing Team for planning events and activities.
• Augment motivation levels in the team by
• Ensuring timely recognition, conducting regular goal setting exercises for the Team in both personal and professional spheres and tracking them continuously.
• Imparting regular training on financial markets, client relationship management and soft skills.
• Giving added responsibilities to the deserving ones and creating healthy competition amongst the team members.
• Sharing of best practices, inculcating disciplined approach and ethical behavior amongst the team members, leading by example, analyze their weaknesses and working on it jointly, strengthening their strengths by facilitating a mentor.

Responsibilities:

• To manage a team of 20 Sales Officers and 15 telecallers, Sales Officers are responsible for on-boarding new to bank (NTB) clients for the bank.
• Handling Personal Loan for Alternate channels, Internet leads, ATM leads and SMS leads.
• Handling leas received from channel sourcing partners (Bank Bazar / Apna Paisa)
• Relooks of cases that can be done with special approvals.
• Enhancing team productivity, top line and bottom line management, timely achievement of New to Bank Client (NTB) targets.
• To ensure Cross Sell of Gold Loan, Car loan and liability by the bank from time to time to garner maximum bandwidth from our base of HNI clients.
• Achieving a Mumbai Team target from 1.75 Cr to 2.5 Cr Plus.
• To help the team in formulating incentive plans, regular contests, motivation programs, etc.

Responsibilities:

• Handling team of 8 Tele callers and 7 Field officers of Kotak Prime DST team.
• Track no of files and Disbursement on Daily basis.
• Ensuring that CPA have in each DST received FI reports for all requests.
• Training, monitoring and supporting financial consultants for of leads.
• Execution of sales targets with the help of sales teams and building a personal/ good relationship with potential clients.
• Preparing weekly targets, conducting regular performance review & planning with the team to increase sales.
• Ensuring the authentication of the documents produced to the business to minimize compliance issues.
• Preparing the DST payout.
• Achieving a Mumbai team target from 1.75 Cr to 2.5 Cr plus.

Responsibilities:

• Selling Health Products - Diabetic Care, Hospital Care, Health Assure, Health Assure Plus, Cancer Care.
• Implementing different promotional activities to improve their efficiency.
• Maintaining Relation with Medicine Shoppe.
• Maintaining cold calling register & Daily sales report (D.S.R.)
• Opening new business avenues for expanding the business.
• Conducting Sales Promotion activities in Premium Residential Localities and Business houses.

Responsibilities:

• Tele Sales for Personal Loan.
• Handling internet channel of Citi Bank for Mumbai.
• Working on X – sell products (Card x sell, Auto x sell)
• NTB Clients, Salaried Clients for Listed Companies.
• Active participation in Events.
• Co-ordination with the processing unit.
• Handling service issues
• Helping junior colleague in product training.
• Won internet contest for the Best Conversion Team for Citi Bank Ready cash.
• Won star of the month.
• Achieved team target from 30 lacs to 1 Crore plus.