Pranay Pise

Cluster Manager Fixed Deposit-Corporate Relationship TASC Apr 2024

• Client Relationship Management, meeting Client and ensure engagement on regular basis.
• Understand the client business model and drive cross sell products.
• Identify opportunity of business in other departments like family offices.

Cluster Manager Fixed Deposit-Retail B2B Dec 2018-Mar 2024

• Managed Fixed Deposit Retail B2B Channel across MP, Chhattisgarh & rest of Maharashtra. Managed a Cluster of Financial Advisors & Sales Team.
• Drive B2B sales growth and strategy execution through Retail Channel.
• Developed and Implemented Channel sales plan and Achieving No.
• Build and maintained strong relationship with channel partner and ensuring alignment with company goals.
• Providing Training and service to Channel Partner, enhancing their sales capabilities.
• Monitor Channel Performance, analyzing sales data and market trends.
• Ensure flow of knowledge, skill and training and ensure output as per target.
• Appointing Financial Advisor, provide Service which give results in increase productivity and sustainable business Model.
• Building Relation Monitor hygiene in processes, adherence to availability and visibility in markets.
• Achieved higher team performance by implementing effective coaching and mentoring strategies for cluster staff.

Achievements:

• COA “Exemplary and Superlative performance in FY22”.
• COA “Top Performer ASM in FD Mobilization for Q1 FY23”.
• COA “Excellent Performance towards Bajaj Allianz Life Insurance Business in H1-23”.
• Won “SUPER HEROES” title in Feb 23.
• Won Kudos award in Dec’19 and in Sep’23.

• Handling Channel Partners& Sales Executives.
• Track Primary, Secondary and Tertiary.
• Increase Customers Base and Increase Revenue.
• Drive sales through Retail Channel Scheme. Activities like Data Zone, Data Sampling.
• Execute Controlled Gross Activities through Canopy Activity.
• Deliver business through Sales Team and Distribution KPI.
• Ensure Availability of Manpower and monitor them. Flow of knowledge, skill and training and ensure output as per target.
• Appointing Small Distributors (RDD)to improve Sale & Service which give results in increase productivity.
• Conduct Gate Meeting & Retailer Meet on regular basis.
• Building Relation Monitor hygiene in processes, adherence to availability and visibility in markets.

Achievements :

• Got Award as “Best TM for Airtel Payment Bank” in Zonal Cascade 16-17.
• Won “Bahubali Contest” for Achieving Gross & MNP.
• Won “Best TM in zone for consecutive months.
• Runner-up in lunch with CEO contest.
• Increase Base Growth by 36% YOY & SOGA by 16% YOY.
• Increase Total Revenue by 88% YOY.

• Ensure quality new acquisition on CASA accounts, Insurance, Credit cards through Referrals from cold calls in the catchment area.
• Penetration of FD and RD to existing and new customers.
• Ensure quality customer service is delivered.
• Meet productivity norms defined through support of channels and own efforts.
• Lead generation of customers and closure by tele calling, tapping walk-ins wherever possible.
• Generating leads for other products.

Achievements:

• Got Award as Employee of the Month for highest achievement in CASA.
• Won “Best Sales Officer” by Cluster Head by opening highest NTB A/c in month.

• Worked on Product Promotion.
• Worked on Sales of Product through Canopy.
• Worked on Market Audit.
• Worked on Proper Merchandising of Retail store.
• Worked on Strategies to accomplishment the given Targets.