Nidhishmon K Moncy

• Manage a portfolio of 1200+ affluent and high-value customers, delivering relationship-led banking and financial advisory services.

• Achieved 160% of assigned sales targets through effective portfolio management, customer engagement, and need-based selling.

• Generated ₹50L+ in life insurance premium through wealth conversations, financial need analysis, and customized solution offerings.

• Drive cross-selling of banking and wealth products including insurance, investment, liability, and financial solutions.

• Build long-term customer relationships by understanding financial goals, increasing wallet share, and improving customer retention.

• Conduct regular portfolio reviews and client engagement activities to identify opportunities for portfolio deepening and revenue growth.

• Utilize CRM tools and customer insights to manage customer interactions, sales pipeline, and conversion opportunities.

• Maintain high standards of customer service quality, compliance, and relationship management.

• Utilized LeadSquared CRM for sales funnel tracking.
• Made inbound/outbound calls, performed follow-ups, and closed B2C deals.
• Promoted to Buddy Captain to lead and support 5–6 sales team members.
• Built strong relationships with clients through regular follow-ups, resulting in repeat business and referrals.
• Boosted customer satisfaction by providing timely and accurate information about products, pricing, and promotions.

• Handled B2B/B2C sales for HP products across regions.
• Conducted market research, product demo, and post-sales.
• Managed relationships with key industry partners and implemented promotional initiatives to maximize marketing program performance.

• Managed a sales team of 6 junior executives.
• Focused on lead conversion, CRM tracking, and sales strategy.
• Represented company and promoted products at conferences and industry events.
• Established valuable partnerships with complementary businesses, creating mutually beneficial synergies that accelerated growth for both parties.

• Led a direct sales team of 5 consultants.
• Promoted from Sales Consultant due to outstanding sales performance.
• Optimized staffing levels by monitoring unit needs and making data-driven adjustments to scheduling as necessary.