Experienced Team Management with over 12+ years of experience in Finance and investment product. Excellent reputation for resolving problems and improving customer satisfaction while driving revenue and sales.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
4
4
Certifications
1
1
Language
Work History
Sales Manager
Bajaj Finserv Ltd
Mumbai
01.2019 - Current
Responsible for Sales and Distribution of Bajaj Finance Ltd Fixed Deposit, Life Insurance & General Insurance, Mutual Funds & Lead Management
Supervised sales team of [1+8] people, stepping in to support employees and deliver smooth sales processes for clients.
Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries.
Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Built long-lasting client relationships through excellent customer service and consistent followups
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
Cluster Area Manager
Tata Aia Life Insurance Company Ltd
Thane and Thane district
03.2018 - 09.2018
Supervised 13 HDFC bank branch for bancassurance and stepping in to support employees and deliver smooth sales processes for clients.
Served customers and followed outlined steps of service.
Worked closely with Cluster Head Branch Managers and Branch Staff to maintain optimum levels of communication to effectively achieving branch target
Proved successful working within tight deadlines and fast-paced atmosphere.
Manager
Bajaj Finserv Ltd
Mumbai
11.2015 - 01.2018
Taking Care of Mumbai & Pune Business for Fixed Deposit, Wealth Management & Leading Product
Handling a team size of 4 On Roll Employees & 11 Off Role Employees
Dealing with Brokers from Mumbai & Pune for their Request, Queries & for Business on daily basis
Broker List – JM financial Services Ltd, Karvy, Bluechip Corp Investment, Bajaj Capital Ltd, Axis Capital Ltd, SMC
Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
Cross-trained existing employees to maximize team agility and performance.
Executed regular process updates to reduce discrepancies and enhance scheduling across production calendars and programs.
Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
Developed and maintained relationships with customers and Broker, Sub-Broker & Team Members through account development.
Business Development Executive
Axis Bank Ltd
Mumbai
10.2010 - 10.2015
Taking care of CASA leads
From starting KYC till account no Generation
Dealing with LI, GI, MF, Gold loans, Personal Loan, Home Loan, Auto Loan, OTR Accounts
Going on joint call with senior for high value current account.
Collaborated with sales and marketing departments to support business objectives and client acquisition.
Evaluated current service needs and product satisfaction levels with established customers to improve offerings.
Sales Manager
Kotak Mahindra Old Mutual Life Insurance Limited
Mumbai
03.2009 - 08.2010
Regular recruitment of Insurance Advisors for achieving targets smoothly
Going on joint calls with advisors to close deal for keeping their motivational energy high.
Increased revenue by 80% by working closely with key Advisors.
Handled customer relations issues, enabling quick resolution and client satisfaction.
Organized promotional events and interacted with Advisors to increase sales volume.
Identified, hired and trained highly-qualified Advisors by teaching best practices, procedures and sales strategies.
Education
Bachelor of Commerce - Accounts
Kanpur University
06.2003 - 05.2006
Skills
Staff Management
undefined
Certification
IRDAI
Timeline
Sales Manager
Bajaj Finserv Ltd
01.2019 - Current
Cluster Area Manager
Tata Aia Life Insurance Company Ltd
03.2018 - 09.2018
Manager
Bajaj Finserv Ltd
11.2015 - 01.2018
Business Development Executive
Axis Bank Ltd
10.2010 - 10.2015
Sales Manager
Kotak Mahindra Old Mutual Life Insurance Limited
03.2009 - 08.2010
Bachelor of Commerce - Accounts
Kanpur University
06.2003 - 05.2006
IRDAI
Jan 2020
NISM
JAN 2022
Similar Profiles
Vijay BansalVijay Bansal
Area Credit Manager at BAJAJ FINSERV LENDING (Bajaj Finance Pvt. Ltd)Area Credit Manager at BAJAJ FINSERV LENDING (Bajaj Finance Pvt. Ltd)