Manish Malhotra
Deputy Area Sales Manager.
Uttam Nagar
Summary
A result oriented professional postgraduate with 13 years of comprehensive experience in Team Management & Customer Relationship Management. Deft in handling overall functioning of processes & implementing process in line with the guidelines. Proficient in managing & motivating teams for running operations & extensive experience of developing procedures service standards & operational policies for business excellence. A thorough professional with a proactive attitude, capable of thinking in and out of the box, generating new design solutions and ideas. Gained significant exposure in marketing, and team handling of insurance. Endowed with exemplary relationship management and communication skills with dexterity in rendering high value-added services to clients. Management, customer relationship management & effective crisis management.
Overview
13
13
years of professional experience
3
3
Languages
Work History
Deputy Area Sales Manager.
Tata Aia Life Insurance Co Ltd.
12.2024 - Current
- Managed a successful sales team of 6 members.
- Established strong relationships with customers to increase sales in designated territory.
- Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
- Helped team stay productive and focused on higher-value tasks to improve sales efficiency.
- Provided exceptional customer service to existing clients through regular communication and prompt resolution of issues or concerns raised by them.
Chief Manager
Nuvama Wealth Management Ltd.
04.2024 - 11.2024
- Delivering comprehensive wealth management services to high-net-worth clients.
- Develop and implement tailored investment strategies based on clients' financial goals, risk tolerance and market conditions.
- Cultivate and maintain strong client relationships through regular communication, portfolio reviews, and strategic financial planning sessions.
- Oversee Portfolio management activities including Asset allocation, Rebalancing & Performance monitoring, ensuring alignment with Client's investment objectives and regulatory requirements.
Branch Relationship Manager (BRM)
Max Life Insurance
01.2023 - 03.2024
- Increased branch sales performance through effective training and coaching of team members.
- Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
- Implemented efficient operational processes, improving overall branch productivity.
- Mentored junior staff members on effective relationship management techniques, boosting overall team performance.
- Continuously monitored progress toward sales targets while regularly adjusting strategies as needed based on market conditions.
Chief Manager
Kotak Mahindra Life Insurance Co. Ltd.
06.2012 - 01.2023
- 10-12-member team to analysing their abilities and output.
- Increase the sales by adding new strategies.
- Responsible to give the presentation to the team member.
- To recruit and then equip the Management trainees with skills and knowledge and mold them based on the requirements of the financial industry through sessions of classroom coaching and on the job trainings.
- Primarily focusing on insurance.
- Responsible to provide proper guidance and training to the recruited sales team.
- Monitoring progress of weekly sales achieved target by the team.
- Taking care of the customer relationship and Public Relation.
- Responsible for the submission of Monthly sales report to the Regional Head.
Realationship Officer
Bharti Axa Life Insurance
03.2012 - 06.2012
- Maintained and built close relationships with customers through regular contact and visits.
- Direct Sales.
Education
M.B.A - Marketing
B. Com - pass
Delhi University
12th - undefined
C.B.S.E Board
10th - undefined
C.B.S.E Board
Skills
Strong sales speech and time management with customer
Interests
Listening Music
Playing Cricket
Personality Traits
- Determined
- Sincere
Personal Information
- Father's Name: Sh. Suresh Malhotra
- Date of Birth: 12/11/84
- Marital Status: Married
Timeline
Deputy Area Sales Manager.
Tata Aia Life Insurance Co Ltd.
12.2024 - Current
Chief Manager
Nuvama Wealth Management Ltd.
04.2024 - 11.2024
Branch Relationship Manager (BRM)
Max Life Insurance
01.2023 - 03.2024
Chief Manager
Kotak Mahindra Life Insurance Co. Ltd.
06.2012 - 01.2023
Realationship Officer
Bharti Axa Life Insurance
03.2012 - 06.2012
M.B.A - Marketing
B. Com - pass
Delhi University
12th - undefined
C.B.S.E Board
10th - undefined
C.B.S.E Board
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