MONIKA MISHRA
Bhayander
Summary
Dynamic Area Manager with a proven track record at Bajaj Allianz Life Insurance Co Ltd, excelling in sales strategy development and client relationship building. Expert in financial portfolio management, I drive team performance and achieve significant growth through effective marketing plans and regulatory compliance oversight. Committed to delivering exceptional results and fostering strong client connections. Proficient professional with good problem-solving and group management skills. Successful at keeping employees on-task and achieving quality objectives.
Overview
12
12
years of professional experience
Work History
Area Manager
Bajaj Allianz Life Insurance Co Ltd
Mumbai
04.2024 - Current
- Lead regional sales teams in life insurance strategies
- Develop and implement area-specific marketing plans
- Train team members on insurance product knowledge
- Coordinate with cross-functional teams for seamless operations
- Monitor market trends to identify growth opportunities
- Conduct performance reviews to enhance team efficiency
- Manage client relationships for long-term retention
- Oversee compliance with industry regulations and standards
- Supervised employees, ensuring optimal productivity.
- Oversaw the recruitment process for new staff members including interviewing and training.
- Managing a two-zone Thane and Bhayandar.
- With seven team members.
ASSOCIATE RELATIONSHIP MANAGER (SENIOR MANAGER)
MOTILAL OSWAL WEALTH LTD
07.2023 - 03.2024
- Handling HNI clients' portfolio.
- Help clients learn about their financial goals, risk tolerance, and current asset allocation.
- Responsible for the financial planning and portfolio management of HNI.
- Conducting financial planning, investment management, and assisting in preserving and generating wealth.
PREFERRED RELATIONSHIP MANAGER (Team Leader)-PBA SALES
HDFC BANK
08.2017 - 07.2023
- Delivering professional and personalized customer service to corporate and individuals.
- Understanding the needs of customers and advising appropriate products.
- Calculating and providing accurate information to customers on returns against investment.
- Handling escalation and documenting the entire procedure.
- Assisting customers in applying for loans for personal and business purpose.
- Seeking and capitalizing on referrals from customers and contributing in bank's revenue.
- Develops focused strategies for acquiring, retaining and growing select clients.
- Maintaining the existing client relationships and identify new business opportunities.
- Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge.
- Studies industrial, commercial, economic and financial situations relating to new or existing business.
- Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products.
- Create and maintain a pipeline of business banking sales opportunities/relationships through multiple prospecting/business development techniques.
Team Leader -CSM
BHARAT MATRMONY.COM PVT LTD
09.2013 - 08.2017
- Dealing in personalized service wherein we assist clients and help them in finding the right match for them.
- We do expertise search within reach uses advanced tools to assist the customers in finding matching prospects from thousands of profiles.
- Enhance their profile to get better response from the prospects.
- Initiate communication/contacts prospects and ensure effective communication between both the parties.
- Meet the prospects/contacts prospects and facilitate a meeting based on mutual interest.
- Providing first line customer support by answering queries and resolving their issues.
- Ensuring minimum TAT.
- Meeting walking customers for queries/assistance.
- To ensure 50% of active customers are retained/renewed.
- To achieve 30% of success stories.
- Additionally 2 lakh monthly revenue target to be achieved.
Education
BCOM -
MUMBAI UNIVERSITY
MCOM -
MUMBAI UNIVERSITY
Skills
- Sales strategy development
- Marketing plan execution
- Financial portfolio management
- Regulatory compliance oversight
- Client relationship building
- Insurance knowledge application
- Market trend analysis
- Team performance evaluation
- Customer service excellence
- Leadership and mentoring
- Time management
- Customer relationship management
- Goals and performance
- Territory management
- Business development and planning
Skills And Experience Summary
A dynamic professional with rich experience in business development, new market development, and management. A keen planner with proven abilities in devising strategies to augment business, new markets, and promote products and services for business excellence Demonstrated competence in interfacing with clients for ascertaining requirements and delivering appropriate product/service solutions. Possess excellent interpersonal, communication, and organizational skills with proven abilities in working with motivated teams toward achieving organizational goals
Languages
Hindi
First Language
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Area Manager
Bajaj Allianz Life Insurance Co Ltd
04.2024 - Current
ASSOCIATE RELATIONSHIP MANAGER (SENIOR MANAGER)
MOTILAL OSWAL WEALTH LTD
07.2023 - 03.2024
PREFERRED RELATIONSHIP MANAGER (Team Leader)-PBA SALES
HDFC BANK
08.2017 - 07.2023
Team Leader -CSM
BHARAT MATRMONY.COM PVT LTD
09.2013 - 08.2017
BCOM -
MUMBAI UNIVERSITY
MCOM -
MUMBAI UNIVERSITY