Puneet Pathak

Company Overview: Global leader in information management and storage services, serving fortune 1000 companies. The company specializes in secure records management, data backup and recovery, document digitization, data center services, ITAD, and information governance solutions.

• Develop and implement strategies and business plans according to customers' business models.
• To connect with decision makers (CFOs, CTOs, and Business Heads) for new business requirements, and to introduce the new tech solutions
• Lead the complete sales cycle, including proposal sharing, negotiations, contract signing, and onboarding.
• Manage escalations, resolve service issues, and ensure client retention through proactive engagement.
• Identify, sell, and close new areas of opportunity, securing resources, and driving the sales process.
• Partner with customers on renewals, and work through the RFP process, identifying gaps.
• Negotiate pricing and SLA, as appropriate, to drive customer retention.

Company Overview: India's one of the Leading digital service provider.

• Managed existing key accounts, ensuring seamless service delivery, timely issue resolution, and on-time collections to maintain strong client relationships.
• Expanded revenue streams by engaging with new departments within existing accounts, identifying cross-sell, and upsell opportunities.
• Led new business acquisition, targeting BFSI, Fintech, and e-wallet companies.
• Solution-based selling for each financial organization's services, such as doorstep activities, includes eKYC, docs, cash collection, OSV, and CPV/asset verification.
• Defining a unique process based on organizational needs.
• Increasing geographical reach for clients and facilitating operational ease via API integration, AI, and ML.
• Retain customers and increase wallet share by ensuring zero attrition.
• Continuous development of sales performance through effective coordination with internal departments.
• Responsible for each aspect of key accounts' growth, service, revenue generation, integration, and legal matters.

Company Overview: Aditya Birla Capital Limited (ABCL) is the holding company for the financial services businesses of the Aditya Birla Group

• Involved in managing key account's of business partner group which includes connecting with corporates and channel partners
• Interacting with the decision makers in banks and NBFC's for in-house products and business development
• Also responsible for Achieving Sales, Customers service, Profits & Fee incomes through key accounts under designated area
• Communication with the product team, details regarding their interactions with the clients, and the intelligence they gather in the process of their various interactions in the market.
• Responsible for creating a robust Wealth IFA, Channel Partner, and Alternate Channel network.
• Conducting training sessions for users to ensure a smooth flow of information for decision-making by management, suggesting changes in products based on feedback from clients, and participating in new product development.

Company Overview: India Infoline Finance Limited, is an Indian diversified financial services company

• Responsible for new client acquisition, building new relationships, and increasing depth in existing relationships with high-net-worth clients.
• Accountable for Developing and implementing an integrated customer market plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/solutions by the organization
• Responsible for primarily selling equity based investment products
• Analysing risk appetite of the customer for providing them apt Investment solutions, ensuring the solutions provided match the risk profile