Priyanka Mishra
Fundraising, Sale & Marketing, Business Development
Gautam Budh Nagar
Summary
Recognized talent for developing and implementing marketing strategies to propel an organization to a top position. Over 10 years of cross-cultural experience in business development, marketing, fundraising, key account management, relationship management and team management. Key strength in negotiation and strategy required to close deals, as well as develop and deliver presentations/ demonstrations. Skilled in developing strong business relationships with customers/donors; experience in managing large accounts/HNIs and territories as well as finding and converting prospects to customers/donors.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
Work History
Sr. Manager
Fundreamz Global Marketing Pvt Ltd
Gautam Budh Nagar
2020.08 - Current
- Fundraising & Donor Servicing
- Reporting : Director- Fundraising
- Handling top 100 HNIs
- Donor upgradation
- Donor Servicing - Overall management
- Data Management – Procurement, Testing, Analysis, Distribution
- Client Servicing – Weekly/Monthly reporting, Target v/s Achievement
- Training the zonal recruitment team for best recruitment & the training
- Training & monitoring on the standard of best ethical practices
- Monitoring the back-end support for each unit for smooth function
- Organizing the donor visit event quarterly for the North region.
Relationship Manager
HDFC Bank Ltd
Gautam Budh Nagar
2017.07 - 2017.12
- Recommending and explaining banking services and products to clients based on their needs
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions
- Presenting and selling banking services and products to existing and prospective clients
- Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary
- Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary
- Processing applications for credit cards, safe deposit boxes, and loan requests
- Verifying bank account details upon client request
- Discussing bank policies and procedures and any changes affecting policies and procedures, with clients
- Resolving client queries and complaints.
Fundraising Manager
FUNDREAMZ GLOBAL MARKETING PRIVATE LIMITED
2013.04 - 2017.06
- FUNDreamz is social marketing organization, raises funds for international/national NGOs in India through direct marketing, CSR and events
- Training the telemarketing team for new donor recruit
- Training the telefacing team for better donor retention
- Training the Team Leaders for maintaining the profitability ratio (Target v/s Achievement)
- Responsible for Pan India Donor Acquisition/retention and servicing
- Designing & implementing the Weekly/Monthly fundraising competition
- Handling Profitability ratio for each operation (8 operation) to make sue each unit runs as profit centre
- Handling the client (NGO) requirement & implementation of their campaign
Sr. Relationship Manager
Religare Finvest Limited
Bhopal, Madhya Pradesh
2007.10 - 2010.08
- Handling meetings with channel partner for strategizing sales promotional activities
- Responsible for Life Insurance Business and effectively working with the team
- Business generation from Wealth Management products (Mutual funds, Life insurance PMS, securities and commodity business)
- Developing and enhancing portfolios of HNI’s
- Drove a pace-setting 15% increase in annual revenue in FY2009, outperforming "high-reach" sales targets every quarter
- Earned awards for excellent sales performance, including Thailand and Dubai holiday packages
- Consistently met and frequently exceeded the financial objectives of represented clients
- Assessed risk tolerance and investment/risk-management goals to recommend solutions optimally suited to client needs
- Provided sound financial, insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios
- Increased referral business by 27% in 2009
- Initiated an aggressive campaign of cold-calling, offering referral incentives and participating in networking events.
Insurance Executive
HDFC Bank Ltd
2006.10 - 2007.09
- Establishing direct commercial relations on Corporate Level and with Individual Customers
- Responsible for Life Insurance Business and effectively working with the team
- Identifying & Analyzing Competitors’ Market strategies and prepare sales plans
- Developing & managing long term relationships with clients by providing them best of services
- Identifying & pursuing new business opportunities in a competitive & rapidly changing industry
- Assisting Branch manager in strategizing the distribution of income targets to personal bankers, investment relationship manager and relationship manager
- Handling meetings with channel partner (HDFC Standard life) for strategizing sales promotional activities
- Coordinating with every employee of the bank
- Business generation from Wealth Management products (Mutual funds, Life and General Insurance)
- Securing new customers through cold calling and presentations of products
- Servicing and cross selling the existing clients
- Also enhancing client satisfaction by customizing our offerings to their requirements
- Developing and enhancing portfolios of HNI’s.
Office Coordinator
HDFC Bank Ltd
Bhopal, Madhya Pradesh
2006.05 - 2006.09
- Maintaining good co-ordination between credit manager and executives
- Convincing credit manager for fast approval of cases
- Aggressive in performing every task related to profile
- Strategizing business plans with sales manager and area sales manager
- Maintenance of business MIS on daily basis and mailing across to ASM, RSM, NSM
- Sorting of pending issues regarding business cases.
Education
MBA - Marketing
National Institute of Management
Pune 2008.06 - 2009.07
B.COM - Accounting And Finance
Sagar University
Damoh, MP 2002.07 - 2005.06
Skills
Strong in financial management skillsExcellent interpersonal and communication skills (English)Ability to work under pressure and to take initiatives to solve problems and make things betterExcellent time managementHigh morale and motivationSkilled in finance and administrative problem solvingExcel and Microsoft Word, Microsoft Access, Microsoft PowerPointCompetent, reliable and committed professional, with proven track record of success in assuming increasing levels of responsibilitiesCultural sensitive and experienced working in various ethnic and multi-cultural settingsPossess excellent interpersonal, communication and organizational skills
Individual Fundraising, Major Donor, HNIs
Timeline
Sr. Manager
Fundreamz Global Marketing Pvt Ltd
2020.08 - Current
Relationship Manager
HDFC Bank Ltd
2017.07 - 2017.12
Fundraising Manager
FUNDREAMZ GLOBAL MARKETING PRIVATE LIMITED
2013.04 - 2017.06
MBA - Marketing
National Institute of Management
2008.06 - 2009.07
Sr. Relationship Manager
Religare Finvest Limited
2007.10 - 2010.08
Insurance Executive
HDFC Bank Ltd
2006.10 - 2007.09
Office Coordinator
HDFC Bank Ltd
2006.05 - 2006.09
B.COM - Accounting And Finance
Sagar University
2002.07 - 2005.06