Hitesh Punjabi
Mumbai
Summary
Dynamic finance professional with over 9 years of experience and an MBA in Finance, adept at leveraging collaborative skills to thrive in challenging environments. Proven track record of successfully completing complex projects, including a notable winter project in Currency Swaps. Committed to contributing expertise and pursuing professional growth by embracing new opportunities and expanding skill sets. Passionate about driving financial strategies that enhance organizational performance and efficiency.
Overview
18
18
years of professional experience
Work History
AREA SALES MANAGER
IDFC FIRST BANK
02.2023 - Current
- Sourcing, managing and training all the internal and external channels in the Location of Mumbai, Navi Mumbai and Thane acquiring business from them. Engaging them for better productivity and business.
- Managing team for better productivity in for the location.
- Analyzed market trends and competitor activities to inform strategic decision-making and product positioning.
- Cultivated relationships with key clients, enhancing customer satisfaction and loyalty through targeted engagement strategies.
- Collaborated with cross-functional teams to align marketing initiatives with sales strategies, optimizing overall business performance.
Territory Manager
IDFC FIRST BANK
02.2020 - 05.2023
- Developed and maintained strategic partnerships with key stakeholders to drive sales growth.
- Analyzed market trends and customer feedback to refine territory strategies and enhance product offerings.
- Conducted regular training sessions for sales teams to improve product knowledge and sales techniques.
- Implemented targeted marketing initiatives that increased brand visibility and customer engagement within the territory.
Sales manager
Kotak Mahindra bank
07.2018 - 01.2020
- Acquiring New clients maintaining relationship with them and building strategies for business growth.
Deputy relationship manager
American Express
05.2016 - 06.2018
- Acquiring New Clients maintaining Client relationship handling account queries.
Team Leader
Oasis
07.2014 - 03.2016
- Handling a team of 7-8 management trainees including but not limited to hiring and training.
Business Development Executive
Entrust Finance
05.2013 - 06.2013
- Building Networking partners
- Achievements
- In-charge of handling Niche and HNI clients for building networking partners
Trainee Marketing Executive
Airnet Networks
03.2008 - 08.2008
- Setting up Meetings with Client's IT manager & Sales Team.
Education
MBA (PGDM) -
VESIMSR
Mumbai01.2014
B. com - undefined
M.M.K College
01.2011
HSC - undefined
M.M.K College
01.2008
SSC - undefined
N.B.W.S High School
01.2006
Skills
- MS Office Suite - Excel, Power Point, Word
- Programming: C, Java, VB
- Databases: MS — Access
- Partnership development
- Customer service
- Time management
AWARDS AND PROGRESS
- Diamond and Gold club for an Exceptional performance and Invaluable contribution to the Education loan business in 2024.
- BH CLUB member in IDFC BANK for the yr 2021-22 and yr 22-23.
- 2nd best performer for selling ICICI Lombard Insurance in the 1st quarter in 2022.
Timeline
AREA SALES MANAGER
IDFC FIRST BANK
02.2023 - Current
Territory Manager
IDFC FIRST BANK
02.2020 - 05.2023
Sales manager
Kotak Mahindra bank
07.2018 - 01.2020
Deputy relationship manager
American Express
05.2016 - 06.2018
Team Leader
Oasis
07.2014 - 03.2016
Business Development Executive
Entrust Finance
05.2013 - 06.2013
Trainee Marketing Executive
Airnet Networks
03.2008 - 08.2008
B. com - undefined
M.M.K College
HSC - undefined
M.M.K College
SSC - undefined
N.B.W.S High School
MBA (PGDM) -
VESIMSR