Kavita Laxman Kate
Mumbai
Summary
Dynamic Key Account Manager with a proven track record at Axis Max Life Insurance, excelling in business planning and cross-functional collaboration. Adept at driving sales strategy and enhancing team performance, I leverage data analysis to deliver actionable insights, fostering strong client relationships and achieving significant revenue growth.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Key Account Manager (Program Manager)
Axis Max Life Insurance
Mumbai
12.2024 - Current
- Business Planning - Prepare Business Plan & Presentations as part of strategic planning process and on-going basis
- Monthly, quarterly sales target allocation to field teams.
- Collaborate with business head & Account Management Head to co create Business strategy for channel
- Prepare and roll out our incentive schemes for the sales team.
- R & R Management for the channel.
- Opex and P&L management for the channel, along with the business head.
- Business Analytics and Insights for channel.
- Business enablement through getting work done by Marketing, Products, DCC, Digital, etc.
- Project management for projects undertaken by the channel and digital enablement.
- Managing External stakeholders and done regular meetings with BH to update on insights.
Key Corporate Manager
Kotak Mahindra Bank
08.2022 - 08.2024
- Coordinated with marketing teams to execute successful promotional campaigns tailored to specific client needs.
- Identified upsell opportunities within existing accounts, contributing significantly to annual revenue growth.
- Conducted regular account reviews, ensuring alignment with client objectives and addressing any challenges proactively.
- Led contract negotiations with high-profile clients, resulting in favourable terms that contributed to overall company success.
- Maintaining affluent corporate relationships with the department heads/ CEO/CXO/ contact people at a corporate level.
- Penetration in empanelment relationships acquired.
Senior Manager - Virtual Banking Team Leader
Yes Bank
01.2022 - 06.2022
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Managed team size of 15 virtual RMʼs.
- Implemented and developed operational standards, policies and procedures.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Provided strong leadership to enhance team productivity and morale.
- Consistently met or exceeded annual performance targets set by senior leadership.
Manager
HDFC Bank
10.2017 - 11.2021
- Managed and motivated employees to be productive and engaged in work.
- Managed team size of 15 Relationship manager.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Analysis on client profile and provide them best suitable banking offerings solutions.
Relationship Manager
HDB Financial Services
10.2014 - 10.2017
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Promoted as team leader to HDFC Bank payroll.
Education
B.M.S -
VIVA College
Mumbai, INDIA01.2014
12th - English
CBSE
01.2011
10th - English
CBSE
01.2009
Skills
- Product management
- Cross-functional collaboration
- Key account management
- Team leadership
- Banking operations
- Data analysis
- Business planning
- Sales strategy
- Project management
- Market analysis
Certification
IRDA, 01/2026
Projects
5 Weeks, Product Management, Worked on Product Management Project at the time of Graduation. Wherein we covered how to build Product Strategy, Bridging the Gap, How to make Strategic Decisions, Developing Valuable Product, Alignment with the organisation, Collecting Feedback from clients, Making Data driven decisions.
Languages
- English
- Hindi
- Marathi
Timeline
Key Account Manager (Program Manager)
Axis Max Life Insurance
12.2024 - Current
Key Corporate Manager
Kotak Mahindra Bank
08.2022 - 08.2024
Senior Manager - Virtual Banking Team Leader
Yes Bank
01.2022 - 06.2022
Manager
HDFC Bank
10.2017 - 11.2021
Relationship Manager
HDB Financial Services
10.2014 - 10.2017
B.M.S -
VIVA College
12th - English
CBSE
10th - English
CBSE