MANDAR MORE.
Thane
Summary
High-Impact Sales & Business Leader with expertise in Financial Services, Broking, Investments, Digital Acquisition, and Retail Sales. Drove substantial revenue growth and managed P&L while leading a 90+ member sales organization, enhancing team productivity fourfold through effective governance and talent development. Delivered measurable business outcomes by implementing omnichannel acquisition strategies and engaging in corporate and community initiatives.
Overview
1
1
Language
5
5
years of post-secondary education
11
11
years of professional experience
Work History
Group Leader - Senior Manager
Motilal Oswal Private Ltd
Thane
02.2022 - Current
- Lead a 90+ member sales/telecalling team with 6 Team Leaders, driving productivity, revenue performance, process adherence, and operational efficiency across acquisition and sales functions.
- Manage Retail Desk operations, supporting 25+ Field RMs and 2 Branch Managers to strengthen lead generation, prospecting, client meetings, HNI acquisition, and product penetration.
- Partnered with Field RMs and BMs to generate and convert HNI/retail investment opportunities through client meetings, prospect identification, requirement mapping, account opening, and product conversion.
- Drive revenue through cross-selling and upselling of Mutual Funds, SIPs, PMS, AIF, Loans, Insurance, Trading Platforms/Software and other Third-Party Products (TPPs) based on customer requirements.
- Take ownership of daily, weekly and monthly business reviews, ensuring teams remain aligned with acquisition, revenue, productivity, conversion, and customer-engagement objectives.
- Conduct structured Weekly, Monthly and Quarterly KRA reviews for Team Leaders, tracking individual and team performance, identifying productivity gaps, establishing corrective action plans, and driving accountability.
- Support P&L management across the Retail Desk and sales ecosystem, with a focus on achieving approximately 4X monthly team-cost productivity through a combination of brokerage revenue, product revenue, and insurance revenue.
- Monitor and analyze daily KPIs and MIS dashboards covering lead generation, lead-to-account conversion, margin acquisition, revenue, productivity, cross-sell, client activation, and team performance.
- Lead recruitment, selection, onboarding and capability development of sales professionals and telecalling executives to build a sustainable high-performance sales pipeline.
- Plan and execute client engagement events, webinars and seminars for corporate groups, residential communities, apartments and other prospect segments to generate qualified investment leads.
- Drive a 360° sales ecosystem covering Digital Acquisition, Telecalling, Retail Desk Management, Field RM Enablement, HNI Acquisition, Product Cross-Sell, Events & Partnerships, and P&L Performance.
- Conducted daily and weekly training sessions for frontline teams and Team Leaders on sales processes, product knowledge, lead conversion, objection handling, client engagement, cross-selling, and performance improvement.
- Collaborate with Branch Managers, Field RMs, Product Teams, Operations and senior leadership to execute strategic initiatives aimed at improving customer acquisition, revenue productivity, client experience and overall business growth.
- Drive new Demat & Margin client acquisition through strategic digital lead-generation channels, converting online prospects into active investment and trading relationships.
Assistant Manager – Contact Center
Ketto Online Ventures
Andheri/Mahape
08.2021 - 01.2022
- Managed 80-member team, enhancing lead conversion rates and maximizing campaign ROI.
- Streamlined call processes, boosting team productivity and response efficiency.
- Designed and conducted sales and soft-skill training sessions to enhance overall performance.
- Partnered with clients for outsourced BPO operations, fostering channel growth and aligning with Ketto's sales and service objectives.
Sales Team Lead
5Paisa Capital Ltd
Thane
11.2017 - 03.2021
- Facilitated client onboarding to enhance relationship building and service delivery., investment advisory, and compliance for Mutual Funds and Equity.
- Boosted assets under management through targeted financial strategies. through customized financial planning, upselling, and cross-selling initiatives.
- Achieved high customer satisfaction by prioritizing service excellence and relationship management. (NPS) by maintaining service excellence and relationship depth.
- Directed a cross-sales initiative to promote third-party products among existing clients. to promote third-party products (TTP) for existing customers, driving incremental revenue.
- Managed client onboarding, investment advisory, and compliance for mutual funds and equity, ensuring seamless integration into services.
- Provided training and mentorship to new hires and sales teams on compliance and product knowledge. new hires and sales teams on market insights, compliance norms, and financial product knowledge.
Store Manager
Reliance Telecom
Dombivli
05.2015 - 05.2017
- Trained sales staff and implemented strategies that increased revenue and improved store performance.
- Managed daily retail operations, staffing, and customer engagement to enhance the store atmosphere.
- Resolved escalations and managed grievances to maintain customer satisfaction.
Education
Bachelor's Degree -
IIMS
Mumbai 03.2016 - 01.2019
H.S.C. -
Holy Angels Jr. College
Mumbai 03.2010 - 01.2012
S.S.C. -
Swami Vivekanand High School
MaharashtraSkills
- Sales leadership
- Lead generation
- Client acquisition
- HNI client acquisition
- Revenue generation
- Sales Performance & Productivity Management
- Business growth strategy
- Business & P&L Management
- Strategic planning
- Market expansion
- Retail Operations Management
- Operational excellence
- Sales governance
- Performance management
- Business analytics
- Cost optimization
- Stakeholder management
- Team leadership
- Team building
- Client engagement
LANGUAGE
Marathi Fluent, Hindi Fluent, English Fluent
Languages
English, Marathi, Hindi
First Language
Timeline
Group Leader - Senior Manager
Motilal Oswal Private Ltd
02.2022 - Current
Assistant Manager – Contact Center
Ketto Online Ventures
08.2021 - 01.2022
Sales Team Lead
5Paisa Capital Ltd
11.2017 - 03.2021
Bachelor's Degree -
IIMS
03.2016 - 01.2019
Store Manager
Reliance Telecom
05.2015 - 05.2017
H.S.C. -
Holy Angels Jr. College
03.2010 - 01.2012
S.S.C. -
Swami Vivekanand High School