Namandeep Arora
Strategic Planning | People Leadership
Mumbai
Summary
Qualified for DARE FOR HONOR - Trip to Australia (Melbourne) FY 23-24.
Qualified for DARE INFINITY AND BEYOND - Trip to Malaysia (Kaulalampur) FY 22-23.
Qualified for DARE POWERPLAY - Trip to Thailand (Pattaya) FY 22-23.
Ranked as best Relationship Manager for FY 17-18 in Kotak Mahindra bank.
Overview
15
15
years of professional experience
Work History
Area Sales Manager
Kotak Mahindra Bank Ltd
11.2024 - Current
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Expanded market share through effective prospecting, lead generation, and negotiation skills.
- Established strong relationships with key clients, resulting in increased customer retention and satisfaction.
- Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
- Analyzed market trends and competitor activity to identify new business opportunities and areas for growth.
- Developed comprehensive territory plans that ensured efficient allocation of resources and maximized productivity for the entire area.
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
Corporate Portfolio Manager
Kotak Mahindra Bank Ltd
08.2023 - 10.2024
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Facilitated portfolio performance review and implemented new strategies.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
- Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
- Analyzed and rebalanced client portfolios to align with changing risk tolerances and investment objectives.
Relationship Manager
Kotak Mahindra Bank Ltd
05.2018 - 08.2023
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Deputy Manager
HDFC Bank
07.2016 - 04.2018
- Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Sales Manager
Kotak Life Insurance
05.2010 - 06.2016
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Education
Bachelor Of Commerce - Commerce
Kanpur University
Kanpur07.2012
Skills
Sales strategy
Timeline
Area Sales Manager
Kotak Mahindra Bank Ltd
11.2024 - Current
Corporate Portfolio Manager
Kotak Mahindra Bank Ltd
08.2023 - 10.2024
Relationship Manager
Kotak Mahindra Bank Ltd
05.2018 - 08.2023
Deputy Manager
HDFC Bank
07.2016 - 04.2018
Sales Manager
Kotak Life Insurance
05.2010 - 06.2016
Bachelor Of Commerce - Commerce
Kanpur University
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