Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Prateek Vohra

Prateek Vohra

Lucknow

Summary

Confident & Dynamic leader dedicated to process and procedure. Exceeds expectations for staff performance, consistently enforces rules and seeks opportunities for team improvement. Offers high integrity, attention to detail and excellent decision-making abilities , spearheading tactical planning and leading teams through diverse operational requirements. Skilled trainer and mentor to subordinate personnel to improve productivity and technical understanding while maximizing team performance.

Overview

22
22
years of professional experience

Work History

Area Sales Head

IDFC FIRST BANK
Lucknow
02.2021 - 08.2023
  • To Lead a team of 10 Sales Managers handling a team of 250+ Relationship Managers & managing Branches in the assigned Geography.
  • Business achievement on Acquisition and funding month on month. Casa funding of 1024crs. highest ever in the bank. For the year 2021-22.
  • Acquisition of KDM & Promotor accounts. Self-sourced 9 Marquee corporates and onboarded 219 promoters & KDM’s with a total CASA value of 112crs.
  • Acquisition of KDM & Promotor accounts in the Rajasthan Territory to the tune of 87crs from 142 promotors.
  • Increased stickiness within the portfolio by selling and cross selling banks products, penetration into family banking etc.
  • Acquisition Targets met on a monthly basis, On-boarded 22 Marquee and 15 large Corporate in a span of 12 months with a total Salary upload of Rs.76 Crores in close to 14000 accounts.
  • Implementation of Sales Tracking throughout the channel to avoid any loss of business.
  • Driving the entire Unit for Sales Growth & Corporate/Customer satisfaction for continued business sustenance.
  • Awarded recognition awards within a span of 6 Months for over achievement of targets on Acquisitions, Number of accounts and CASA build-up.
  • Identified potential new customers in the region and developed strategies to penetrate markets.
  • Provided guidance on pricing, promotions, product positioning, and other key decisions related to sales operations.
  • Monitored competitive activity within the marketplace and communicated findings internally.
  • Built effective relationships with industry professionals through networking events.
  • Collaborated with marketing team to develop promotional campaigns for target areas.
  • Managed territory budgeting and forecasting activities.
  • Prepared reports detailing monthly revenue from each account or territory managed.
  • Ensured compliance with corporate policies regarding ethics codes of conduct.
  • Resolved customer complaints quickly and efficiently while maintaining positive relations.
  • Recruited, trained, coached, mentored, and appraised staff members responsible for sales activities in assigned region.
  • Implemented initiatives that improved operational efficiencies within regional offices.
  • Conducted regular meetings with team members to review progress on goals and objectives.
  • Negotiated contracts with vendors, suppliers, distributors, and other partners in the area.
  • Established performance targets for regional sales teams based on historical data analysis.
  • Analyzed customer data to identify trends and recommend changes to sales approach.
  • Maintained a strong understanding of products and services offered by company and their applications in the region's market segments.
  • Developed relationships with key decision-makers at current and prospective accounts across multiple industries.
  • Developed and implemented strategic sales plans to increase market share.
  • Tracked and analyzed key quantitative metrics and business trends relating to clients and partners.
  • Researched and communicated competitive activity to influence marketing plans and sales tactics.
  • Executed and created strategic sales plans to expand customer base and extend global reach.
  • Researched potential customers using various sources such as public records, web searches.
  • Performed sales consultations and educated clients on products and services.
  • Analyzed business and sales targets using critical problem-solving skills.
  • Directed and coordinated products, services and sales activities.
  • Reviewed operational records and reports to project sales and determine profitability.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
  • Resolved customer complaints regarding sales and service.
  • Supported sales team members to drive growth and development.
  • Coached, developed and motivated team to achieve revenue goals.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Prepared budgets and approved budget expenditures.
  • Analyzed data to identify trends in customer behavior and develop plans accordingly.
  • Provided technical support for customers when needed, answering questions about product features and capabilities.
  • Assisted senior management in developing long-term strategic goals for the company's growth.

RELATIONSHIP BANKING HEAD

HDFC BANK LTD, CASA
Lucknow
07.2017 - 12.2020
  • Lead a team of 128 of Relationship Managers & managed Branches in the assigned Geography.
  • Performed periodic quality checks on customer service standards across different channels.
  • Developed and maintained strong relationships with customers through proactive communication and follow up.
  • Organized events designed to educate customers on the benefits of Priority Banking services.
  • Prepared detailed reports on customer feedback and performance metrics for management review.
  • Conducted regular reviews of customers' accounts to ensure they are meeting their financial goals.
  • Evaluated current processes and proposed improvements that could enhance efficiency within the department.
  • Followed up with customers periodically via phone calls or emails regarding their account status or any pending queries they may have had.
  • Participated in internal meetings, trainings to stay abreast of changes in policies, procedures related to Priority Banking services.
  • Managed day-to-day operational issues related to Priority Banking services, such as account opening and closing, transfers.
  • Analyzed customer data to develop targeted marketing campaigns aimed at increasing product uptake rates.
  • Collaborated closely with other departments to ensure smooth operations of Priority Banking service delivery.

SENIOR MANAGER RETAIL OPERATIONS

Reliance communications
Lucknow
05.2015 - 06.2017
  • Created and maintained a positive working environment for store associates.
  • Managed financial activities including budgeting, forecasting, payroll, accounts receivable and payable.
  • Implemented new technologies into daily operations such as Point-of-Sale systems.
  • Handled customer inquiries promptly and professionally while providing quality service.
  • Provided leadership and direction to staff members while fostering an atmosphere of teamwork.
  • Evaluated existing processes in order to recommend improvements for efficiency gains.
  • Orchestrated rollout of policies and procedures, effectively contributing to management team.
  • Organized promotional events that attracted more than 1, 000 people over the course of one weekend.
  • Developed and implemented operational strategies to increase customer satisfaction levels.
  • Managed staff training and performance monitoring to promote high levels of productivity.
  • Collaborated with management team members to create effective plans for achieving business goals.

Manager of Operations

American express
Gurgaon
08.2008 - 06.2015
  • Analyzed data to identify trends in customer service issues, financials, staffing needs., to make informed decisions regarding operations.
  • Monitored team progress towards achieving milestones set forth in project plans.
  • Provided leadership and direction to staff members to ensure successful completion of projects on time and within budget.
  • Coordinated training sessions for new employees regarding company policies, procedures as well as job roles, responsibilities associated with their positions.
  • Analyzed, compiled and presented statistical, financial and production processing reports to senior leadership.
  • Integrated technology to increase efficiency and real-time accountability of operational tasks.
  • Hired and onboarded team members to meet immediate and expected demand.
  • Prepared reports summarizing operational results against established goals and objectives.
  • Identified opportunities for process improvement initiatives through analysis of current processes and procedures.
  • Established and maintained positive working relationships with community organizations, acting as corporate representative at meetings and events.
  • Conducted regular audits of employee performance and provided feedback on areas of improvement.
  • Managed day-to-day operations while ensuring high levels of customer satisfaction were met at all times.

Army Officer

Indian Army
Pune
10.2001 - 01.2008
  • Planned and coordinated military operations, ensuring the efficient use of personnel, equipment and resources.
  • Ensured that all personnel were properly equipped for operations in accordance with applicable regulations.
  • Provided guidance to subordinates in order to maximize efficiency and effectiveness in accomplishing tasks.
  • Supervised training exercises to ensure compliance with safety regulations and proper operational procedures.
  • Developed strategies for successful completion of assigned missions.
  • Evaluated performance of personnel under my command, providing feedback as needed.
  • Monitored battlefield conditions using satellite imagery and other intelligence sources.
  • Implemented policies designed to improve morale among troops while maintaining discipline.
  • Maintained a high level of physical fitness through regular exercise regimens.
  • Conducted briefings and prepared reports on mission status, accomplishments and future plans.
  • Developed policies and procedures to improve efficiency of operations.
  • Implemented tactics, procedures and techniques for defense systems.
  • Provided operational oversight of personnel, equipment, and resources.
  • Assessed risk management strategies to ensure safety of personnel and assets.
  • Directed collection and organization of field intelligence and combat data to enhance troop safety and operational success.
  • Developed relationships with external stakeholders to foster collaboration.
  • Safeguarded and stored classified information to maintain confidentiality.
  • Analyzed data from various sources to identify trends or patterns.
  • Prepared detailed reports on operational status, accomplishments, and issues.
  • Represented unit at meetings with other units or organizations.
  • Trained, coached and mentored military units to improve readiness and abilities.
  • Ordered and sorted supplies and equipment needed for unit activities.
  • Conducted performance reviews of subordinates.
  • Ensured compliance with military regulations and laws.
  • Oversaw teams planning, implementing and realigning field and base operational strategies.
  • Trained, coached and mentored military units to improve readiness and training.
  • Requisitioned, received and properly stored unit equipment and supplies.
  • Patrolled perimeters of operating bases to guard against suicide bombers, raids and other attacks.
  • Directed logistical training procedures to adhere to military regulations.
  • Suppressed or neutralized enemies using small-arms, light artillery and drone weaponry.
  • Coordinated logistics requirements for deployment activities.
  • Reviewed and assessed complex documentation for combat, weapon systems and anti-terrorism programs.
  • Prepared detailed written reports and formulated policy and guidance for use of subordinate organizations.
  • Supervised staff in the performance of their duties.
  • Planned and executed training exercises for unit members.
  • Reviewed and updated command initiatives and directives.
  • Resolved conflicts between personnel or departments as necessary.
  • Directed mission planning operations in support of national security objectives.

Education

MBA - Executive MBA

INDIAN INSTITUTE OF MANAGEMENT
LUCKNOW

Bachelor of Arts - Business Economics

Ferguson College
Pune

Skills

  • Risk Mitigation
  • Strategic Planning
  • Exceptional Multi-Tasker
  • Direct Sales
  • Territory and Account Management
  • Key Account Management
  • Product and Service Management
  • Operations
  • Sales and Market Development
  • New Business Development
  • Service-Driven Sales
  • Promotional Sales Events
  • Profit and Revenue-Generating Strategies
  • Staff Management
  • KPI Analysis
  • Superb Time Management
  • Vendor Management
  • Proposal Development
  • Rapport and Relationship Building
  • Negotiations Expert and Strong Deal Closer
  • Excellent Communication Skills
  • Complex Project Negotiations
  • Performance Management
  • Relationship Building
  • Product Knowledge

Accomplishments

  • Business achievement on Acquisition and funding month on month. Casa funding of 1024crs. highest ever in the bank. For the year 2021-22.
  • Acquisition of KDM & Promoter accounts. Self-sourced 9 Marquee corporate and onboarded 219 promoters & KDM’s with a total CASA value of 112crs.
  • Acquisition of KDM & Promoter accounts in the Rajasthan Territory to the tune of 87crs from 142 promoters.
  • Increased stickiness within the portfolio by selling and cross selling banks products, penetration into family banking etc.
  • Acquisition Targets met on a monthly basis, On-boarded 22 Marquee and 15 large Corporate in a span of 12 months with a total Salary upload of Rs.76 Crores in close to 14000 accounts.
  • Managed a successful sales team of 200 members who consistently exceeded sales goals each month.
  • Exceeded sales goals by average of 200% in 2021-22.
  • Consistently maintained high customer satisfaction ratings.

Timeline

Area Sales Head

IDFC FIRST BANK
02.2021 - 08.2023

RELATIONSHIP BANKING HEAD

HDFC BANK LTD, CASA
07.2017 - 12.2020

SENIOR MANAGER RETAIL OPERATIONS

Reliance communications
05.2015 - 06.2017

Manager of Operations

American express
08.2008 - 06.2015

Army Officer

Indian Army
10.2001 - 01.2008

MBA - Executive MBA

INDIAN INSTITUTE OF MANAGEMENT

Bachelor of Arts - Business Economics

Ferguson College

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Prateek Vohra