Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Awards
References
Timeline
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POOJA MOTA

POOJA MOTA

Mumbai - Thane

Summary

Results-driven Customer excellence & Sales Manager with a proven track record of surpassing corporate sales targets through strategic territory management and robust relationship building. Skilled in customer excellence by driving redressal of queries through RCQ. Skilled in lead generation and acquiring high-value clients, with a demonstrated ability to drive portfolio growth by utilizing AI for competitive analysis. Dedicated to empowering teams through effective coaching and motivational strategies, consistently achieving revenue growth and expanding market presence.

Overview

14
14
years of professional experience

Work History

Corporate Sales Manager

HDFC Life Insurance Company Limited
Mumbai
09.2024 - Current

  • Managing External StakeHolders - Banking Channel Partner Unit with 5 VRBHs & 52 VRMs.
  • Managing a Team of 5 FLS & Drive their Productivity.
  • Ensuring query resolution & drive customer excellence.
  • Driving lead converstion ratio & Drive MTD/Quaterly Targets.
  • Manage and enhance channel stakeholder relationships, ensuring profitability, and achieving income targets of 1 cr quaterly.
  • Resolved customer complaints in an efficient manner that minimized negative publicity.

Territory Manager - D2C

Bharti Airtel Limited
Mumbai
10.2023 - 03.2024
  • Oversaw and enhanced the performance of more than 20 corporate ambassadors.
  • Drove the acquisition and growth of corporate accounts through strategic hunting and farming initiatives.
  • Strengthened, deepened, and retained the existing portfolio of corporate clients.
  • Guided and supported the team to maximize productivity and achieve incentive targets.
  • Effectively managed team attrition while fostering a high-performance culture.

Manager - Corporate Salary

HDFC Bank Limited
Mumbai
09.2022 - 08.2023
  • Enhanced and grew relationships within the existing corporate client portfolio to maximize upselling, cross-selling, and revenue generation.
  • Championed retention and renewal efforts for established corporate accounts by ensuring query/complaint/grevience resolution via RCQ approvch.
  • Strategically acquired and onboarded high-value corporate clients to accelerate portfolio growth.
  • Led, inspired, and maximized the performance of a dynamic team of service officers.
  • Acquired 200+ Salary Accounts with AMB of 25K .
  • Oversaw marketing initiatives, increasing brand awareness and sales.

Manager - Digital 811 SA

Kotak Mahindra Bank Limited
Mumbai
09.2019 - 03.2022
  • Spearheaded a high-performing team of 12 acquisition managers, ensuring operational excellence and efficiency.
  • Strategically drove revenue growth through targeted customer acquisition, and high-impact lead conversion.
  • Championed performance optimization, surpassing sales targets, and implementing dynamic incentive programs to motivate and elevate team success.
  • Acquired 200+ Accounts MTD along with Ticket Value of 1L of Assets & 2L of Liablities MTD.
  • Oversaw marketing initiatives, increasing brand awareness and sales.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Scheduled interviews for potential candidates and conducted reference checks prior to hire.
  • Developed and implemented strategic plans to achieve company objectives - identified existing lead Data & propsed a pincode wise lead managment resolution for channel which helped in acheiving higher lead conversion ration
  • Conducted performance evaluations, providing feedback and coaching for team development.

Store Manager

Vodafone Idea Limited
Mumbai
06.2016 - 08.2019
  • Oversaw all aspects of store administration to ensure smooth operations.
  • Drove revenue growth per footfall by assisting customers in making informed purchases.
  • Ensure every walkin query was handled with Empathy & resolution for each query/complaint/grevience was resolved with indepth root cause analysis.
  • Established customer service standards and monitored staff compliance.
  • Oversaw inventory management through cycle counts, audits and shrinkage control.
  • Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.
  • Resolved customer complaints in a timely manner.
  • Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
  • Monitored employee performance and identified performance gaps for corrective action.
  • Fostered employee retention and enhanced productivity through effective leadership.
  • Identified performance gaps within the team, and delivered targeted training to close them.
  • Addressed and resolved channel-specific issues promptly, ensuring timely solutions, and strengthening relationships.
  • Acheived revenue target of 1.5L profitablity Per Month for channel Partner.

Intern - Master Project

3Y Ventures LLP
Mumbai
01.2015 - 06.2015
  • Developing Market Segment & Structure Product.
  • Strategic road map to target Luggage & Handbag Industry by Analyzing Gaps & Generating Need for the new product in Market.
  • Approaching B2B Companies to get feedback on product value proposition & identifying key prospect client list.

Accountant (Part Time- Graduation Studies)

Gosar & Associates
Mumbai
04.2011 - 08.2011
  • Performed general ledger reconciliations on a timely basis on Tally Software.
  • Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
  • Managed Billing & Data Entry for Various Clients on Tally Software.

Education

Master of Management Studies (MMS) - Marketing

Chetanas R.K. Institute of Management & Research
Mumbai
01.2016

Bachelor of Commerce - Financial Markets

K. J. Somaiya College of Arts And Commerce
Mumbai
01.2014

Skills

  • Product demonstration
  • Customer excellence
  • Territory management
  • Lead generation and prospecting
  • Goals and performance
  • Corporate sales planning
  • Sales presentations
  • Competitive analysis
  • Warm calling
  • Relationship building
  • Vendor management
  • Account management
  • Relationship management
  • Use of AI

Languages

English
Full Professional
Hindi
Native/ Bilingual
Marathi
Native/ Bilingual
Gujrathi
Native/ Bilingual
Kucchi
Native/ Bilingual

Hobbies and Interests

  • Travelling
  • Reading

Awards

Best Store Manager Award MOM - Mumbai Circle.

Retail Champion Wall of Fame award at Thane zonal level.

References

References available upon request.

Timeline

Corporate Sales Manager

HDFC Life Insurance Company Limited
09.2024 - Current

Territory Manager - D2C

Bharti Airtel Limited
10.2023 - 03.2024

Manager - Corporate Salary

HDFC Bank Limited
09.2022 - 08.2023

Manager - Digital 811 SA

Kotak Mahindra Bank Limited
09.2019 - 03.2022

Store Manager

Vodafone Idea Limited
06.2016 - 08.2019

Intern - Master Project

3Y Ventures LLP
01.2015 - 06.2015

Accountant (Part Time- Graduation Studies)

Gosar & Associates
04.2011 - 08.2011

Master of Management Studies (MMS) - Marketing

Chetanas R.K. Institute of Management & Research

Bachelor of Commerce - Financial Markets

K. J. Somaiya College of Arts And Commerce
POOJA MOTA