Manish Aglawe

Personable and enthusiastic professional with experience in sales and customer relations positions. Adept at managing high-profile client accounts and establishing strong business relationships which result in

an overall increase in revenue and the attainment of defined corporate goals.

BBH Contest for Life Insurance (Diwali Dhamaka) Oct 2017 (HDFC),

BBH Contest for Life Insurance (Magical Mansoon) June 2017 (HDFC),

Got Silver Shield Award for outstanding works done during Demonetization (HDFC).

BBH Contest for Life Insurance (Dil Se Diwali) October 2016 (HDFC).

Contest for Life Insurance (Take-off) April 2016 (HDFC).

BBH Contest for Life Insurance (Transformers) May 2016 (HDFC).

Contest for Life Insurance (Sprint) March 2016 (HDFC).

CH Drive for Mutual Fund October 2015 (HDFC).

CH Drive for General Insurance April 2015 (HDFC).

BBH Contest for Life Insurance (Bahubali) August 2015 (HDFC).

Qualified for Dare (DJFM) 22-23 (Kotak)

Qualified for western super striker Dec 24 (Ambey Valley) (Kotak)

Qualified for Taj Mumbai LI contest (Kotak)

Qualified in IPL LI contest (Kotak)

Qualified for Dare (DJFM) 24-25 (Kotak)

Highest contributor from Cluster MF 23-24-25

Monitoring Daily Sales Report (DSR) for each staff at branch.

Monitoring and sourcing quality new acquisition on Saving & Current for resident/non-resident through Walk-in Referrals.

Attrition control – persuading customers to continue and if required renew FDs.

Cross selling sticky and balance building products such as Dmat accounts, Bill pay etc.

Regular customer contact to establish needs and creating opportunities for more cross sell

Monitor large amount attrition.

Maintain continuous customer engagement through customer visits, contacts and updating it in CRM regularly for future

references.

Pro-actively generating leads for cross sales specially Life Insurance, Mutual Fund and General Insurance.

Major focus on Government business for high value building in liability Pro-actively quality leads generating for Saving account current

accounts, Fixed deposits, Retail assets and wholesale assets from each branch staff.

Daily 2 Joint calls personal visit at customer place with sales staff is done on regular basis for business development and leads generations and conversions.

Ensure quality customer service is delivered

Recording complains as per specified process & also resolving them within stipulated TAT.

Preventive complain management – Asking customer for feedback who may not be complaining.

Promoting all direct banking channels and ensuring that the customer is utilising the same.

Responsibility of opening the customer within TAT.

Ensure documentation of the certifications required for opening and maintaining customer accounts.

Error free documentation for all accounts opening and all customer instructions (stop payment, FD closure etc).

Maintain Insta Kits as per laid down process

Submission of daily e-schedule indicating third party sales.

Updation of Large Transactions Reports on daily basis as per the process.

Ensure KYC norms are adhered to at all point of time.

Monitoring Branch operations on daily basis

Monitoring all audit of branch on daily basis

Monitoring Suspense accounts on every fortnightly.

Monitoring all branch GL and reconciliation done on every 15 days.

Monitoring Customer Service score.

• Date of Birth - 13th of February 1984.
• Gender - Male
• Marital Status: Married

I hereby declare that the above-mentioned details are true to the best of my knowledge and belief.

• IRDA - Certified
• NISM-Series-VI: Depository Operations Certification Examination.