Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Hi, I’m

Karthik Pillai

Mumbai,Maharashtra
Karthik Pillai

Summary

A determined team player with over 13+ years of customer service, assisting clients with financial planning processes.

Business-driven, always finding successful ways to acquire new clients and foster lucrative relationships.

Offering dynamic collaboration and decision making skills.

Overview

13
years of professional experience
1
Certification

Work History

HSBC BANK

Relationship Manager
09.2023 - Current

Job overview

  • Build Corporate Relations: Visit all the inactive corporate & generate business through them
  • Also getting permission for desk activity at Corporate premises.
  • Team Player: Coordinate with internal team on regular basis for any business opportunities
  • Connect with various internal & external stakeholders to achieve business targets (MTD/YTD).
  • Self Sourcing: Responsible for doing self Sourcing business through mapped corporates.

Axis Bank Ltd

Sales Manager
06.2021 - 08.2023

Job overview

  • Team Handling: Was Responsible for achieving the target on daily basis through the allocated team members & to ensure less/No attrition.
  • Building Relations: Connect with various internal stakeholders & achieve business targets (MTD/YTD).
  • MIS: Sharing regular business updates to all stakeholders to ensure the business delivery.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
  • Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
  • Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
  • Evaluated performance against goals and implemented appropriate development plans.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures, and sales strategies.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.

IDFC FIRST BANK

Corporate Salary Manager
02.2020 - 02.2021

Job overview

  • New Corporate Onboarding: Target onboarding Large, Medium & Small Corporates for Salary account.
  • Team Handling: Responsible for achieving the target on daily basis through the allocated team members & to ensure less/No attrition.
  • Building Relations: Connect with various internal & external stakeholders to achieve business targets (MTD/YTD).
  • Desk Activity: Getting permission for desk activity at the corporate premises & generate business.
  • Maintaining Records: Was responsible to keep track on daily business & to maintain the business records regularly to discuss on the achievements & way forward with the team.

SRK EVENTURES (Freelancer)

Business Development Manager
05.2019 - 01.2020

Job overview

  • Daily Business: Was involved in day to day business transaction for the company.
  • Creating Awareness: Go Green campaign at the corporate premises & residential location creating awareness of the Electric Scooters.
  • Franchise Activation: Sharing business plans to potential franchisers for investment in Electric Scooters.
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Generated new business with marketing initiatives and strategic plans.
  • Represented company and promoted products at conferences and industry events.
  • Built relationships with customers and community to establish long-term business growth.

Vodafone India Ltd

National Sales Manager
01.2016 - 01.2019

Job overview

  • Service Delivery : Ensuring of timely service delivery for mapped corporates.
  • Collections : Involved into collection to help the team to recover the debt from the corporates.
  • Handling Complaints : Was responsible for managing customer complaints (Postpaid/Prepaid) for Mumbai region.
  • Team Handling: Managing a team 15-18 members & ensuring timely resolution provided for all customers & zero/minimum attrition.
  • NPS : Through each resolution we get Net Promoter Score & team is responsible to achieve maximum points.
  • Complaints Reduction: Team was sensitised on first time right resolution to each customers to avoid repeat complaints & reduce the overall complaint numbers & maintain the quality.
  • Met with customers to give sales presentations, negotiate contracts and promote services.
  • Predicted shifts in regional and national marketplaces using current industry knowledge to stay ahead of competition.
  • Built relationships with customers and community to establish long-term business growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.

HDFC Bank Ltd

Personal Banker
07.2014 - 01.2016

Job overview

  • Managing Customers: Resident/NRI customer sales & service on day to day basis.
  • Deepening The Relation: Ensuring product penetration & cross selling of banking products & services as per customer needs.
  • Achieving Revenue Targets: Achieving targets in terms of acquiring, enhancing & upgrading the HNW relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Verified customer identity and reviewed documentation for accuracy.

Vodafone India Ltd ( Third Party Payroll)

Virtual Relationship Manager
08.2011 - 07.2014

Job overview

  • Improve service efforts by identifying, analyzing and recommending new and innovative strategies as per market standards.
  • Work closely with internal stakeholders to ensure smoother service process for both new as well as existing accounts.
  • Cross functional assistance to collections team to ensure recovery of debts.

Education

Mumbai University

Bachelor's Of Management Studies from Marketing
03.2011

University Overview

Sales & Marketing

Skills

  • New Business Development
  • Investment and Wealth Planning
  • Excellent Communication
  • Portfolio Growth
  • Product Recommendations
  • Service Support
  • Relationship Building and Management
  • Team Leadership
  • Product Knowledge

Accomplishments

  • Awarded Best Sales Manager for Achieving the Target number during contest period
  • Certificate of Appreciation for closing the LI business closure
  • Closed deal with Domino's Pizza, Blue dart, Hey Dee Dee, Parsal.in & Quick Courier
  • Won Best Service Manager
  • Won Vodafone Star Cash Rewards for consecutive quarters
  • Awarded for Best Customer Experience
  • 100% customer contactability & thorough Portfolio Analysis month on month
  • Recommended for Annual Awards as Best VRM for 2 successful years
  • Awarded as Best Enterprise VRM

Certification

Diploma in Office Automation and Graphics along with intermediate-level knowledge of Microsoft office package tools i.e. Excel, Word, PowerPoint etc.

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Upper intermediate (B2)
Tamil
Intermediate (B1)

Timeline

Relationship Manager

HSBC BANK
09.2023 - Current

Sales Manager

Axis Bank Ltd
06.2021 - 08.2023

Corporate Salary Manager

IDFC FIRST BANK
02.2020 - 02.2021

Business Development Manager

SRK EVENTURES (Freelancer)
05.2019 - 01.2020

National Sales Manager

Vodafone India Ltd
01.2016 - 01.2019

Personal Banker

HDFC Bank Ltd
07.2014 - 01.2016

Virtual Relationship Manager

Vodafone India Ltd ( Third Party Payroll)
08.2011 - 07.2014

Mumbai University

Bachelor's Of Management Studies from Marketing
Karthik Pillai