Nayan Kedia

• Devised and executed a targeted account management strategy, leading to a 19% increase in upsell and cross-sell opportunities and markedly enhancing the company's market presence and revenue.
• Implemented data-driven marketing initiatives and optimized customer acquisition channels, resulting in a revenue growth of more than 30% in FY 2023-24 from FY 2022-23.
• Executed a structured onboarding process for new clients; ensured 100% portfolio presence and increased client retention rate by 25% through consistent follow-ups and personalized engagement strategies.
• Boosted brand exposure by organizing and representing the company at 10+high-profile industry events, leading to a 8% increase in market share within a year.

• Managing accounts to retain existing relationships and grow share of business.
• Built relationships with customers and communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Maintained knowledge on banking products and distribution to provide optimal service support.

• Closed over INR. 125 Cr in new sales in span of 3 months over mixed channels. Increased Regional Market Share from 9.79% to 10.85% within 8 months.
• Targeted new markets and increased sales 250% through proactive sales and negotiation techniques.
• Handling Prime Relationships across Mixed Channels.
• Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
• Grew retail sales volume in assigned territory 130% through strategic budgeting and product promotion.
• Brought in more than INR 150 - 180 Cr in sales in less than 14 months into Debt and Equity.
• Organized promotional events and interacted with community to increase sales volume.
• Boosted branch sales by developing and deepening customer loyalty through incentive programs
• Assessed employee performance and developed improvement plans
• Met deadlines by proactively managing individual and team tasks and streamlining processes
• Expanded territory by negotiating beneficial deals for principle product sales, distribution and service

• Managed top IFA/MFD Relationships across Western Mumbai.
• Managed to increase overall sales in spite of adverse situation by 7%-8%.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Delivered exceptional level of service to each customer by listening to concerns and answering questions.
• Eliminated hurdles and maximized revenue by providing top priority services to IFA/MFD.

• Kept vision, mission and values of organization by establishing process keeping in mind organization's strategy, structure and long-term planning.
• Made remarkable contribution of 50 -60 % month on month towards Branch Revenue by Sourcing Resource full accounts, through which Cross-Sell of Products was done successfully.
• Products: Client Acquisition, Mutual Funds, Bonds, PMS, Credit Cards, Personal Loan, Auto Loan, TASC Accounts Acquisition, Salary Accounts Acquisition, and other Financial Products.

• Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
• Managed over 50 customer calls per day.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Coached employees in successful selling methods and encouraged cross-selling to drive revenue which helped in increasing sales by 50%

• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Managed over 10 customer calls per day.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

• Products: Mutual Funds, Credit Card, NRI, Fixed Deposits, Insurance, Loan over Phone, Personal Loan.
• Increased sales by 45%
• Managed over 50 customer calls per day