Manish Upadhyay
Pune
Summary
Results-driven Regional Manager known for productivity and efficient task completion. Possess specialized skills in strategic planning, team leadership, and market analysis. Excel in communication, problem-solving, and adaptability, ensuring success in managing multiple locations and achieving goals.
Overview
12
12
years of professional experience
Work History
Regional Manager (CSB Bank Relationship)
Edelweiss Life Insurance Company
07.2023 - Current
- In the role of Regional Manager (Banca) at Edelweiss Life Insurance Company, a comprehensive approach was taken to drive sales and enhance customer relationships. This position involved strategic planning and execution of sales initiatives, along with overseeing a team dedicated to achieving ambitious targets. Emphasis was placed on fostering partnerships with banking institutions to optimize product offerings and improve client engagement.
- Developed and implemented strategic sales plans to enhance market penetration.
- Led a high-performing team, achieving significant sales growth and customer satisfaction.
- Strengthened partnerships with banking institutions to optimize product offerings.
- Monitored market trends and competitive landscapes to adjust strategies accordingly.
Sr Cluster Head (Axis Bank Relationship)
Bajaj Allianz Life Insurance Company
12.2022 - 07.2023
- As the Sr Cluster Head focusing on the Axis Bank relationship, responsibilities included managing a cluster of branches and ensuring the alignment of sales strategies with the bank's goals. This role required a strong focus on building relationships with key stakeholders and enhancing the service delivery to clients. Collaborative efforts with the bank's team facilitated the growth of insurance products and services.
- Managed a cluster of branches to align sales strategies with banking goals.
- Built and maintained strong relationships with key stakeholders within Axis Bank.
- Enhanced service delivery and customer satisfaction through collaborative efforts.
- Achieved sales targets and drove growth in insurance products.
Assist Branch Manager
Future Generali India Life Insurance Company
09.2017 - 12.2022
- In the capacity of Assist Branch Manager at Future Generali India Life Insurance Company, focus was placed on supporting branch operations and enhancing customer engagement. Responsibilities included assisting with the management of daily operations, supervising staff, and contributing to the achievement of sales objectives. A proactive approach was taken to resolve customer issues and improve service delivery.
- Supported branch operations and contributed to the achievement of sales targets.
- Supervised staff to ensure efficient service delivery and customer satisfaction.
- Proactively resolved customer issues to enhance overall experience.
- Contributed to strategic planning and implementation of sales initiatives.
Sales Manager
Computer Technologies Services Pvt LTD
01.2014 - 09.2017
- Collaborate with Business Development team to execute integrated marketing programs with a goal to deepen target/influencer relationships and enhance CTS products' visibility and adoption.
- Experienced Regional Sales with a demonstrated history of working in the Tech Support industry.
- Skilled in Marketing Management, Negotiation, Technical products, Budgeting, and Business Planning.
Education
Bachelor of Engineering -
Rungta Engineering College
HSC -
Children Higher Secondary School
SSC -
Wesley Inter College
Skills
- Customer Service
- SP Licensing
- Sales Strategy
- Client Relations
- Strategic Planning
- Analytical Skills
- Mentoring & Performance Management Skills
- Corporate Relationship building
- Peer Level co-ordination & Influencing Skills
- Channel Development
- Team Leadership
- Customer Engagement
- Problem solving Skills
- Good understanding of financial products
- Equity market
- Portfolio diversification
- Financial planning knowledge & Skills
- Sales Enablement
- Self-Management
- Dealing with Key stakeholders of PSU Banks
Accomplishments
- Pan India Topper-594% YOY Business growth
- Pan India Topper in Cluster/Region category
- 67% LCR in Cluster/Region
- 60% Wallet share maintain in Cluster/Region
- 100% Top line target achievement
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Personal Information
Date of Birth: 09/18/90
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Regional Manager (CSB Bank Relationship)
Edelweiss Life Insurance Company
07.2023 - Current
Sr Cluster Head (Axis Bank Relationship)
Bajaj Allianz Life Insurance Company
12.2022 - 07.2023
Assist Branch Manager
Future Generali India Life Insurance Company
09.2017 - 12.2022
Sales Manager
Computer Technologies Services Pvt LTD
01.2014 - 09.2017
Bachelor of Engineering -
Rungta Engineering College
HSC -
Children Higher Secondary School
SSC -
Wesley Inter College
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