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
Market analysis
Lead generation
Customer retention
Relationship building
Client communication
Team leadership
Sales team supervision
Multitasking Abilities
Team building
Self motivation
Adaptability and flexibility
Problem-solving abilities
Time management
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