Motivated Sales Associate with 18 Years plus of experience Professional, prepared manager with high standards and focus on results. Proven ability to lead teams, adapt to changing needs, and drive performance in multiple locations. Strong skills in strategic planning, operations management, and team collaboration. Known for reliability, flexibility, and results-driven approach.
Overview
19
19
years of professional experience
Work History
Sr Cluster Manager & Sr. Regional Manager
Nippon Life Asset Management Co. Ltd
01.2019 - Current
Managing Nagpur & Kolhapur along with PSU Bank ROMG.
Maintaining relationship with Regional/Zonal heads and Marketing manager of PSU Bank.
Launching motivating campaigns with various bank employees to leverage the relationship.
Conducting presentations to various groups of IFA ,clients and bankers on MF.
Implemented trending initiatives to help drive sales across cluster.
Monitored data analytics to identify trends, opportunities, and areas of improvement within the cluster operations.
Maintained compliance with company policies, industry regulations, and best practices across all departments in the cluster.
Managed cluster expenditure by adhering to set budget.
Conducted regular performance evaluations for all employees to recognize achievements, address challenges, and facilitate professional growth.
Branch Manager
01.2017 - 01.2019
Increase market share for Nasik.
Focused on RM productivity and Market share.
Focused on Direct Clients and increase market share.
Streamline the operation process and timely resolution of query and provide on-time services to all.
Conducting IAP and DAP.
Area Manager IFA & ND
01.2016 - 01.2017
Managing team of 3 RM for IFA and ND.
Increased Market share in Both IFA and ND.
Motivating and encouraging team to achieve market share.
Various motivational and engagement activities with IFA and ND.
Sr. Relationship Manager
Nippon Life Asset Management
01.2014 - 01.2016
Handling Gold and Platinum IFA.
Maintaining good relationships with all partners.
Relationship Manager
Nippon Life Asset Management Co
11.2011 - Current
Handling Gold and Platinum IFA
Identifying opportunities in the channel and increasing the market share.
Timely resolution of service issues and keeping a tab on market information.
Awarded as National Star of the quarter twice.
Branch Manager
Aditya Birla Money Mart. Ltd
06.2009 - 11.2011
Achieved sales target and Rewarded for MVTP Orange Title.
Win almost all LI Contest.
In March-2011 won the Performer award.
Managing the relationships with DSA to achieve business targets by handling operational queries.
Instrumental in interacting on a daily basis with customers and subordinates.
Tracking of the entire policies login by DSA, SE and UM.
Relationship Manager
ANAND RATHI
06.2007 - 06.2009
Pivotal role in recruiting 10 Arms 1st months.
Leading a team of 15 Arms
Instrumental in interacting on a daily basis with customers and team members.
Achieved sales target and Rewarded for THAILAND TRIP
Got certificate and award for best performer of the quarter from Birla sun life insurance.
Instrumental in achieving the set targets with over 100% performance.
Relationship Executive
Religare Insurance Broking ltd
12.2006 - 06.2007
Every month is the achievement of a target.
Handling franchises in Pune.
Conduct training programs for franchises.
Arranging lead generation activity
Channel Sales Executive
You Telecom
06.2006 - 12.2006
Developing new channels.
Maintain relations with channel partner, update them with new policies of company
Developing periodic business plans & strategies, in coordination with macro plans of organization for revenue generation through sales
Develop local marketing strategies to build consumer preference and drive volumes of business
Team with IFA, bankers clients to brainstorm and analyze the market and competitive situation for new business opportunities
Ensure that business is conducted in line with the company's policies, ethical practices, and vision, mission and core values
Conducting competitor analysis by keeping abreast of market trends & achieving market share metrics
Team Management
Monitoring, recruiting, training & motivating the manpower & ensuring quality services in the market
Leading, mentoring & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets
Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance amongst Team members
Hobbies and Interests
Playing Cricket, Carom, Volleyball, Travel
Accomplishments
Identifying potential distributors and generating business out of them.
Have been awarded as the best Sr.RM ROMG.
Handling Gold and Platinum IFA
Identifying opportunities in the channel and increasing the market share.
Timely resolution of service issues and keeping a tab on market information.
Awarded as National Star of the quarter twice.
Achieved sales target and Rewarded for MVTP Orange Title.
Win almost all LI Contest.
In March-2011 won the Performer award.
Managing the relationships with DSA to achieve business targets by handling operational queries.
Instrumental in interacting on a daily basis with customers and subordinates.
Tracking of the entire policies login by DSA, SE and UM.
Pivotal role in recruiting 10 Arms 1st months.
Leading a team of 15 Arms
Instrumental in interacting on a daily basis with customers and team members.
Achieved sales target and Rewarded for THAILAND TRIP
Got certificate and award for best performer of the quarter from Birla sun life insurance.
Instrumental in achieving the set targets with over 100% performance.
Every month is the achievement of a target.
Handling franchises in Pune.
Conduct training programs for franchises.
Arranging lead generation activity
Developing new channels.
Maintain relations with channel partner, update them with new policies of company
Every month is the achievement of target.
Generate new strategies
Extra-Curricular Activities
Winner for Inter College Carrom competition. 2nd Runner up for Inter College Volleyball. Organized AIDS awareness activity in North Maharashtra University. Captain for Inter College Cricket Team.
Disclaimer
I hear by declare that the information given above is true to the best of my knowledge and belief Date: / / Place: PUNE
Manager-Institutional Sales Support at Invesco Asset Management (India) Private LimitedManager-Institutional Sales Support at Invesco Asset Management (India) Private Limited