Piyush Jugalkishor Warma
Assistant Manager
Jalgaon,MH
Summary
Experienced Assistant Manager with over a decade of success in Banking, Finance, Insurance, and Mutual Fund sectors. Skilled at resolving issues and improving customer satisfaction.
Overview
12
12
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Assistant Manager
Motilal Oswal Asset Management Company
02.2025 - Current
- Daily Meet with distributor, national distributor & banks.
- Give updates about mutual fund and alternates
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Improved Distributors satisfaction by addressing and resolving complaints promptly.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Increased sales through effective merchandising strategies and targeted promotions.
Relationship Manager
ICICI PRUDENTIAL AMC
03.2023 - 02.2025
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Facilitated workshops and seminars to educate customers on product features and benefits.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Senior Corporate Agency Manager
HDFC Life Insurance Company Ltd
03.2020 - 03.2023
- Handled 5 calls per day to address customer inquiries and concerns.
- Used coordination and planning skills to achieve results according to schedule with sales persons month on month.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Worked with customers to understand needs and provide excellent service.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Product collateral comparison marketing material provide to sales person.
- End to end login to conversion processing.
- Month on month persistency collection and up-sell, SLG login.
- Sales persons IRDA registration support.
- Handling more than 10 sales persons.
Payment Assistance Executive
DHFL Sales And Services Ltd
09.2018 - 02.2020
- Home Loan.
- Loan Against property.
- Used coordination and planning skills to achieve results according to schedule.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Handled 10 calls per day to address customer inquiries and concerns.
Relationship Manager
J M Financial Home Loans Ltd
02.2018 - 08.2018
- Home Loan.
- Loan Against Property.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Oversaw high-volume accounting operations with 5-person team focused on efficient budget administration, AP/AR and other financial management needs.
Senior Executive
AU Small Finance Bank Ltd
04.2017 - 10.2017
- Casa sales with cross sales.
- Life insurance, general insurance sales.
- Asset Leeds creation.
- Digital banking demo give to customers.
- Established performance goals for department and outlined processes for achievement.
- Oversaw all sales, marketing and distribution operations across 100 accounts.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
- Fostered new business through participation in trade shows and initiating communications with prospective clients via phone and email.
Branch Sales Officer
HDFC BANK JAMNER
08.2015 - 03.2017
- Casa sales with cross sales.
- Life insurance, general insurance sales.
- Asset Leeds creation.
- Digital banking demo give to customers.
- Inward outward Cheques clearing handle.
- Managed customer inquiries and concerns with speed, efficiency and knowledgeable support.
- Received regional branch recognition award for 20% sales increase.
Commercial Trainee
Marico Ltd
06.2014 - 07.2015
- Timely collect vendors invoice.
- Daily basis booking invoice.
- Daily & monthly basis make vendors payment via RTGS.
- Daily Handling cash transaction.
- Maintain general ledger book also maintain in SAP system.
- GRIR report maintain.
- Purchase order & goods receipt entry posting.
- Outbound delivery documents creation.
- Performed office automation work to facilitate office activities.
- Manage over 10 vendors payment per day.
Sales Officer
Chaudhari TOYOTA Car's Pvt Ltd
10.2013 - 05.2014
- Nabbing for the customer & prepare customer profile card.
- Demonstration of vehicle to customer.
- Offer test drive, value chain products, fill commitment checklist confirmation from customer.
- Completion of customer order booking formalities(both manual & in system).
- Arrange for field test drive to customers in coordination with test drive.
- Coordination with concern department to ensure the readiness of vehicle as per delivery date & time agreed.
- Explanation of documents to customer during new vehicle delivery(KYV, safety booklet, owner manual, invoice).
- Take customer feedback on delivery.
- Achieve retail targets for vehicle & value chain products.
- Forecasted sales and established processes to achieve sales objectives and related metrics.
- Recommended and implemented strategic initiatives targeting new business to increase sales 20%.
Education
B.Com - Cost accounting
Sinhgad College of Arts & Commerce
Pune 04.2010 - 05.2014
HSC - Mathematics
Nutan Maratha College
Jalgaon 01.2008 - 04.2009
SSC - undefined
A T Zambare High School
Jalgaon 06.2006 - 05.2007
Skills
MS-CIT
Personal Information
- Date of Birth: 03/04/90
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Skills
Excellent, Very Good, Very Good, Very Good
Disclaimer
I solemnly declare that the given particulars are true to the best of my knowledge and belief., Jalgaon
Timeline
Assistant Manager
Motilal Oswal Asset Management Company
02.2025 - Current
Relationship Manager
ICICI PRUDENTIAL AMC
03.2023 - 02.2025
Senior Corporate Agency Manager
HDFC Life Insurance Company Ltd
03.2020 - 03.2023
Payment Assistance Executive
DHFL Sales And Services Ltd
09.2018 - 02.2020
Relationship Manager
J M Financial Home Loans Ltd
02.2018 - 08.2018
Senior Executive
AU Small Finance Bank Ltd
04.2017 - 10.2017
Branch Sales Officer
HDFC BANK JAMNER
08.2015 - 03.2017
Commercial Trainee
Marico Ltd
06.2014 - 07.2015
Sales Officer
Chaudhari TOYOTA Car's Pvt Ltd
10.2013 - 05.2014
B.Com - Cost accounting
Sinhgad College of Arts & Commerce
04.2010 - 05.2014
HSC - Mathematics
Nutan Maratha College
01.2008 - 04.2009
SSC - undefined
A T Zambare High School
06.2006 - 05.2007
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