Summary
Overview
Work History
Education
Skills
Awards
Personal Information
Timeline
Generic

NITYANAND UPADHYAY

SOUTH DELHI

Summary

Client-focused business developer, dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with customers to gain their trust and respect. Offering these core strengths:

  • Create and support client retention strategies for the existing customer base and for new customers.
  • Strengthened working relationships with clients, utilizing excellent communication techniques.
  • Customer care skills – solutions-oriented and results-driven attitude.
  • Strive for success and growth.
  • Proficient in Microsoft Word, Excel, PowerPoint, Microsoft Project, and SharePoint.

Overview

11
11
years of professional experience

Work History

Territory Manager

Meesra Consulting Pvt. Ltd
04.2024 - Current
  • Develop and implement sales strategies for the territory
  • Manage, train, and mentor a team of insurance agents
  • Build and maintain relationships with key clients and partners
  • Identify new business opportunities to expand the customer base
  • Ensure compliance with company policies and insurance regulations
  • Manage the sales budget and allocate resources effectively
  • Monitor performance and provide market insights to senior management

Territory Manager

SMC INSURANCE BROKING
10.2023 - 03.2024
  • Handling team of 7 Sales Manager
  • Maintain productivity & Profitability of Branch
  • Regular trainings and motivations to the sales team and giving them regular inputs about the market and deadlines
  • Maintain coordination between operation & Sales Team
  • Generate new business and raise awareness of other insurance plans and products
  • Administer and ensure compliance to all sales practices in branch
  • Giving support & ideas for Recruitment & Sales Activity through joint fieldwork
  • Always maintain company values & Vision

Territory Manager

D2C INSURANCE BROKING
06.2021 - 10.2023
  • Handling team of 5 Sales Manager
  • Maintain branch renewal persistency of branch
  • Maintain regular earning of Sales Manager & their Partner
  • Giving support & ideas for Recruitment & Sales Activity through joint fieldwork
  • Proper analysis Mis & proper guide sales Manager to maintain their 100% productivity
  • Drive contests with Zonal or Company Agenda
  • Always maintain company values & Vision

Assistant Manager

JANA SMALL FINANCIAL BANK LTD.
06.2017 - 03.2021
  • Acquisition of NTB CASA, F.D, T.D, R.D for the bank especially high value accounts with an idea to increase the books of the bank through cold calling, MM activities & references
  • Acquiring & retaining the Current Accounts with an idea to enhance the retail business for the bank
  • Recovery & Collection Due amount
  • Able to effectively assess operational inefficiencies
  • Exceptionally talented at devising appropriate goals
  • Settlement the loan with exiting offers
  • Excellent goal tracking and report writing
  • Cross Selling of third party products like LI, GI from the NTB acquisition & existing base

Assistant Acquisition Manager

KOTAK MAHINDRA BANK LTD
08.2015 - 05.2017
  • Acquiring & retaining the Current Accounts with an idea to enhance the retail business for the bank
  • Focused approach towards achievement of revenue for the bank in terms of generating Trade forex income, Business banking leads etc
  • Through various business promotional activities for the bank
  • Acquisition of NTB CASA for the bank especially high value accounts with an idea to increase the books of the bank through cold calling, MM activities & references
  • Cross Selling of third party products like LI, GI from the NTB acquisition & existing base
  • Deepening of existing base & NTB CASA with an idea to maintain the high averages in the accounts
  • Aggressive approach towards the achievement of the assigned targets

Sr. Business Developer Executive

HBL Global Pvt. Ltd.
10.2013 - 07.2015
  • Increase credit card customers
  • Engage and educate customers on product usage
  • Responsible for daily/monthly sales targets
  • Update and manage contact database with accurate profiles, notes, and relevant information
  • Convey brand information to customers and respond to questions/inquiries that arise

Education

M.B.A - Marketing

Rajasthan Vidyapeeth University
01.2017

B.A -

Deshbandhu College, Delhi University
01.2013

12th -

CBSE
01.2009

10th -

CBSE
01.2007

Skills

  • Ability to work under pressure
  • Positive thinker and optimistic person
  • Good training & product knowledge
  • Confident & motivate

Awards

  • Medal of Honor, Jana Small Finance Bank, 2018-2019
  • Medal of Excellence Award, Kotak Mahindra Bank, 2017-2018
  • Winning of Asia Head meet, With highest qualifier with our zone
  • Last year close, With highest persistency collection branch in zone (78%)
  • Participated, Two times Zonal Meet in last year.
  • Current year win, Highest login premium of 70 lac’s with also 35 lacs R.P in OND Quarter.
  • Two qualifiers, For MDRT Experience contest with 30 Lac’s RP.

Personal Information

  • Date of Birth: 02/25/92
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Timeline

Territory Manager

Meesra Consulting Pvt. Ltd
04.2024 - Current

Territory Manager

SMC INSURANCE BROKING
10.2023 - 03.2024

Territory Manager

D2C INSURANCE BROKING
06.2021 - 10.2023

Assistant Manager

JANA SMALL FINANCIAL BANK LTD.
06.2017 - 03.2021

Assistant Acquisition Manager

KOTAK MAHINDRA BANK LTD
08.2015 - 05.2017

Sr. Business Developer Executive

HBL Global Pvt. Ltd.
10.2013 - 07.2015

M.B.A - Marketing

Rajasthan Vidyapeeth University

B.A -

Deshbandhu College, Delhi University

12th -

CBSE

10th -

CBSE

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