Summary

Overview

Work History

Education

Skills

Accomplishments

Interests

Personal Information

Timeline

Maulik Mota

Ahmedabad

Summary

Proficient and results-driven Sales Manager with a solid 12-year track record in financial planning and promoting financial products within ICICI. Adept at developing and executing strategic sales initiatives to drive revenue growth and exceed targets. Skilled in fostering strong client relationships, understanding their financial needs, and delivering tailored solutions. Proven ability to lead and motivate sales teams to achieve exceptional performance. Demonstrated expertise in navigating the intricacies of financial markets and products to effectively advise clients and optimize their portfolios.

Overview

years of professional experience

Work History

Sales Manager - Branch Head

ICICI Prudential Life Insurance

Ahmedabad

11.2008 - Current

Lead a team of Financial Services Consultants, AFSMs, SFSMs, KRMs, and above Sourcing Managers
Successfully meet monthly targets for various product categories including Savings, Protection, and Unit Linked Investments
Manage sales and leads efficiently through the Lead Management System
Focus on upselling to existing customers and acquiring new clients across different segments
Provide tailored investment solutions based on client needs analysis.
Established relationships with key clients, while maintaining existing customer base.
Created and presented monthly reports to management on sales performance.
Monitored industry trends and competitor activities to stay ahead of the competition.

Team Manager

India Info-line Ltd.

08.2007 - 09.2008

Supervised a team of Relationship Managers, motivating them to achieve sales targets
Recruited and trained Relationship Managers
Handled customer queries and underwriting of application forms
Delivered presentations and conducted training sessions on company products.

Financial Consultant

ICICI Bank Ltd.

08.2005 - 08.2007

Marketed financial products including Mutual Funds, Life Insurance, General Insurance, IPOs, and Gold
Achieved sales targets for all financial products
Managed existing client relationships and acquired new customers for Investment Banking and Portfolio Management Services.

Education

Bachelor of Business Administration (B.B.A) -

Amaravati University

03.2005

Skills

Technical Skills:

Financial Product Knowledge
Market Analysis
Risk Management
Investment Strategies
Financial Planning Software
Data Analysis

Managerial Skills:

Team Leadership
Strategic Planning
Client Relationship Management
Training and Development
Performance Evaluation
Cross-functional Collaboration

Accomplishments

Certificate of Appreciation

Recognized by the Regional Head of Branch Banking at ICICI Bank Ltd. & Zonal Manager of ICICI Prudential Life Insurance Bancassurance.

Certificate of Excellence

Acknowledged for exceptional performance in Life Insurance by the Regional Head of Sales & Regional Sales Manager.

Recognition at "Be The Best - Malaysia"

Honored in May 2014 by ICICI Prudential Life during the "Be The Best - Malaysia" event.

Achievement in "Be The Best - Bali (Indonesia)"

Recognized as one of the Top 60 Managers in India within the PSF (Proprietary Sales Force - Direct Marketing Channel) during the "Be The Best - Bali (Indonesia)" event in July 2013.

Best Performance Award - "Be The Best - Singapore Cruise

Received the Best Performance Award at the "Be The Best - Singapore Cruise" event in 2012.

Recognition at "Be The Best - Singapore-Malaysia Cruise"

Awarded as one of the Top Managers in the PSF during the "Be The Best - Singapore-Malaysia Cruise" event in January 2012.

Outstanding Performance in "Be The Best - Singapore"

Ranked among the Top 65 Senior Financial Services Managers at the "Be The Best - Singapore" event in 2011.

Achievement in "BE THE BEST Singapore - GALAXY STAR"

Recognized as one of the Top 65 Managers across PAN India within the PSF (Proprietary Sales Force - DM) during the "BE THE BEST Singapore - GALAXY STAR" event in January 2011.

Top 25 Senior Financial Services Manager

Achieved recognition as one of the Top 25 Senior Financial Services Managers at Aamby Valley City in 2010.