PIYUSH MANUBHAI MAKWANA
MARKETING AND SALES
VADODARA
Summary
Goal-oriented manager with distinguished experience in Banking and Financial Services ( BFSI ) with 15 Years of experience with proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
16
years of professional experience
6
6
years of post-secondary education
Work History
SALES MANAGER
UNIQUE MERCANTILE INDIA LIMITED
VADODARA
06.2018 - Current
- Unique Mercantile India Limited is basically into Hospitality, Real Estate, Vacations Plan , General Insurance & Wellness Business.
- Managing the Team of agents of approx upto 200 and generating business for the branch.
- Handling the branch by selling Fixed Deposits, Systematic Investment Plan, Debentures, Vacations Plan, Wellness products, Health Insurance.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Closed lucrative sales deals using strong negotiation and persuasion skills.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Established and cultivated solid business relationships with new or existing customers.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
DIVISIONAL MANAGER
VAKRANGEE LIMITED
VADODARA
06.2015 - 03.2017
- Vakrangee Ltd (erstwhile Vakrangee Softwares Limited) aims to be the last-mile link that connects rural citizens with India’s modern ecosystem. Provide real-time BFSI services, Government to Citizen Services (G2C) & Business to Consumer Services (B2C) , Insurance ( Life & Non-Life ) to the un served rural, semi-urban and urban markets.
- Centralized Tie up with Public Sector Banks like State Bank of India, Bank of Baroda, Union Bank of India, Baroda Gujarat Gramin Bank and generating business in the region of Vadodara, Bharuch and Narmada, Panchmahal regions of Gujarat.
- Handled 125 Business Correspondence and closely worked with 10 Team members on Field and giving monthly and quarterly reports to State Head -Gujarat.
- Met divisional objectives by recruiting right talent in the given territory.
- Exercised independent judgment in onboarding, training and motivating division staff to maximize performance.
- Supervised daily planning, coordination and administration for division operations.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
SALES EXECUTIVE
RML INFORMATION SERVICES PRIVATE LIMITED
VADODARA
04.2014 - 05.2015
- Centralized Tie up with State Bank of India and generating business in the region of Vadodara, Bharuch and Anand regions of Gujarat.
- Handling 96 branches and closely working with 96 Branch Managers & Field Officers and giving monthly and quarterly reports to Assistant General Manager.
- Reuters Market Light is a pioneering mobile phone based, highly personalized, professional information service specially designed to support the farming community. It provides expert information on to farmers at every stage of their crop cycle, right from pre-sowing to selling of the crop thus enabling them to take informed decisions.
- Coached sales associates & Agricultural officer of Bank in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Recruited, hired and trained associates to develop into productive team members with excellent product knowledge.
- Supported executive and marketing departments in promotional asset development, material deadlines and product approvals.
ASSISTANT MANAGER - CORPORATE
K.M.DASTUR REINSURANCE BROKERS PRIVATE LIMITED
VADODARA
11.2012 - 11.2013
- Handling of existing customers and finding new corporate clients.
- Handling renewal programs incl. policy vetting, suggesting changes and applicable add-on covers, preparation of slips rating and premium calculation, evaluating quotes (technical bids and price bids) and negotiating terms and premium.
- Preparing Enquiry Slips & Presentations and coordinating with Clients for finalization.
- Worked on different policies such as Accident Shield Classic, Health Shield Standard, Home Shield Classic, Fire Policy, Group Personal Accident, Group Health Insurance, Marine Insurance, Electronic Equipment Insurance, Boiler and Pressure Plant Insurance, Shield Policy, Burglary Policy, Baggage Policy, All Risk Insurance, Erection All Risk, Workman Compensation Insurance, Contractor Plant Machinery, and Contractor’s All Risk.
- Coordinate with all General Insurance companies to close the deals of customers with proper terms and conditions.
ASSISTANT MANAGER - RETAIL OPERATIONS
AXIS BANK LIMITED
CHIKHLI, NAVSARI
11.2010 - 11.2012
- Sep'2009 to Nov'2010 worked with Private Companies and taking care of Insurance work and sales coordination & market intelligence activities.
- Worked as Customer service representatives (CSRs) are the frontline staff who interact directly with customers. They handle inquiries, assist with account opening and closing, process transactions, resolve issues, and provide information about banking products and services.
- Worked as Tellers who is responsible for processing various types of transactions, such as deposits, withdrawals and fund transfers. Ensured accuracy in handling cash and maintaining customer account records.
- Worked closely with customers to understand their financial needs and provide personalized banking solutions. Assisted customers in choosing suitable accounts, loans, investment products, and other financial services.
- Maintain relationships with high-value customers or businesses. Understanding customers' financial goals and offer a range of banking and financial solutions tailored to their needs.
- Handle various operational aspects of the branch, including back-office functions such as Front desk officer, Clearing Cheque, NEFT/ RTGS, maintaining bank registers & various financial products.
- Managed distribution of cash , manage ATM operations, and optimize cash flow.
- Assist customers with account opening processes. They explain the features of different accounts, gather necessary documentation, and ensure all compliance requirements are met.
OFFICER - TECHNICAL SERVICES
ROYAL SUNDARAM ALLIANCE GENERAL INSURANCE COMPANY LIMITED
VADODARA
07.2007 - 09.2009
- Monitored underwriting practices of Commercial Proposals, Information Gathering, Policy Issuance, Signing, Policy Posting and Renewal of Policies.
- Worked on different policies such as Accident Shield Classic, Health Shield Standard, Home Shield Classic, Fire Policy, Group Personal Accident, Group Health Insurance, Marine Insurance, Electronic Equipment Insurance, Boiler and Pressure Plant Insurance, Shield Policy, Burglary Policy, Baggage Policy, All Risk Insurance, Erection All Risk, Workman Compensation Insurance, Contractor Plant Machinery, and Contractor’s All Risk.
- Maintained weekly, monthly, quarterly co-insurance sheet of corporate clients and submitting reports to higher management.
- Understand the bread market and importance of Commercial Underwriting in Insurance industry within short shelf life.
- Analyzed different types of risk e.g. Godowns, Shops, Factories etc and determining at what rates, discount and terms & conditions it should be materialized.
- Quality checking of the Dockets once they are materialized and finding deviations if any.
- Ensured speedy settlements of claims by monitoring claims and regular coordination with claims department.Maintained net resolution of at least 20-25 Group Health claims per month.
- Handled customer queries, preparation of quotations related to retail or commercial.
Education
MBA - FINANCE
PARUL UNIVERSITY
VADODARA 06.2005 - 06.2007
POST GRADUATE DIPLOMA - BANKING AND BUSINESS FINANCE
MAHARAJA SAYAJIRAO UNIVERSITY
VADODRA 07.2004 - 06.2005
BBA - MARKETING AND FINANCE
SARDAR PATEL UNIVERSITY
ANAND 07.2001 - 06.2004
Skills
Staff Management
Coaching and mentoring
Strategic planning
Sales Reporting
Account management
Operations
New Business Development
Product and service sales
Listening to Music, Playing Cricket, Karate, Volleyball and Football.
I am inclined to do extra curricular activates with Job.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
SALES MANAGER
UNIQUE MERCANTILE INDIA LIMITED
06.2018 - Current
DIVISIONAL MANAGER
VAKRANGEE LIMITED
06.2015 - 03.2017
SALES EXECUTIVE
RML INFORMATION SERVICES PRIVATE LIMITED
04.2014 - 05.2015
ASSISTANT MANAGER - CORPORATE
K.M.DASTUR REINSURANCE BROKERS PRIVATE LIMITED
11.2012 - 11.2013
ASSISTANT MANAGER - RETAIL OPERATIONS
AXIS BANK LIMITED
11.2010 - 11.2012
OFFICER - TECHNICAL SERVICES
ROYAL SUNDARAM ALLIANCE GENERAL INSURANCE COMPANY LIMITED
07.2007 - 09.2009
MBA - FINANCE
PARUL UNIVERSITY
06.2005 - 06.2007
POST GRADUATE DIPLOMA - BANKING AND BUSINESS FINANCE
MAHARAJA SAYAJIRAO UNIVERSITY
07.2004 - 06.2005
BBA - MARKETING AND FINANCE
SARDAR PATEL UNIVERSITY
07.2001 - 06.2004