Punit Verma

• Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
• Interacted well with customers to build connections and nurture relationships.
• Maintained department productivity and standards through proactive management of teams and policies.
• Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
• Exercised leadership capabilities by successfully motivating and inspiring others.
• Skilled at working independently and collaboratively in a team environment.

• Driving sales from the top class Partners and handling portfolio of HNI customers.
• Handling a team of Wealth Managers
• Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
• Assessed employee performance and developed improvement plans.
• Engaged employees in business processes with positive motivational techniques.
• Resolved various issues impacting sales management and business operations.
• Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.

• Modeled strong negotiation skills to help team members close tough deals with lucrative clients.
• Driving sales from the top class Partners and handling portfolio of HNI customers.
• Handling a team of Wealth Managers
• Launched new training program to boost employee skills and staff retention rate.
• Resolved various issues impacting sales management and business operations.
• Business Model - B2B & B2C
• Products - AIF, Structured Products, Bonds, FD, Li, Mutual Funds, Lap

& LAS.

• Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, Channel Partners development and coaching employees on company protocol and payroll operations.
• Cultivated interpersonal skills by building positive relationships with others.
• Developed and maintained courteous and effective working relationships.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.

• Establishing Corporate strategies for achievement of top line & bottom- line targets; managing business planning, operations & analysis for assessment of revenue potential in business.
• Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
• Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and

quota.

• Products - Equity,AIF,PMS,LI & other Wealth Products.
• Built lasting relationships with clients through outstanding customer service interactions.
• Exceeded targets by building, directing, and motivating high-performing sales team.
• Collaborated with clients and distributors to create and promote new products.

• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Boosted brand growth by devising strategic network and marketing tactics.
• Promoted a culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.
• Located, developed, and promoted talented employees to cultivate collaborative and hardworking leadership team.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Held meetings with director to identify techniques to overcome sales obstacles.
• Developed brand expansion initiatives across sales, marketing, and advertising campaigns.
• Built and deepened partnerships with industry leaders to strengthen collaborative efforts and promote mutual profitability.

• On boarded new employees with training and new hire documentation.
• Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
• Driving Sales for Credit Cards, Life Insurance, General Insurance, Personal Loan, Home Loan, Mutual Funds, CASA & Forex. Driving Business from various Channels like Open Market, Branch, VRM, COP, Corporate Transport Group and Capital Commodity Channel
• Identifying prospective business, establishing strategic partnership and alliances; generating business from the existing accounts and achieving profitability and increasing sales growth Cross-trained existing employees to maximize team agility and performance.
• Exploring potential business avenues to penetrate new accounts and expanding existing clientele Developing strong market knowledge of existing and potential merchants and ensuring business growth opportunities aligned to bank's strategic plans
• Accomplished multiple tasks within established time frames.
• Steering business operations for the profit centre with a view to realize

pre- planned sales and revenue targets; formulating profit centre

budget for operational/business development activities

• Maximized performance by monitoring daily activities and mentoring

team members.

• Collaborating with assigned inside sales representative to develop an overall territory account plan to maximize opportunities and generating sales activity with customers and partners
• Developed and maintained relationships with customers through account development.
• Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Mentored and led Corporate team, Branch Sales Team and Operations team.
• Creative and multi-disciplinary executive liable for Business Development, Customer Care/ Satisfaction, PR with the Branches. Formulated and implemented a highly collaborative comprehensive strategy across East & North region and throughout the product lifecycle.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

• Monitored portfolio performance of clients & franchises, ensured compliance with statutory requirements laid by acts governing banking regulations
• Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
• Products - Equity, Life Insurance, General Insurance, Mutual Fund, IPO, Bond, Commodity Trading, Currency, FD and other advisory Services.
• Nature of Business - B2B & B2C
• Portfolio Management, Maintained existing customer and partner relationships in territory by utilizing question based selling methods to ascertain customers' needs to craft relevant solutions/products.
• Administered a team of Branch Managers, Senior Relationship Managers,Relationship Managers, Tele-callers, Dealers and Investment Counselors.
• Conducted in-depth analysis of markets, industry trends, competitors and clients to improve strategic planning and decision-making. Supervised database of High Net Worth Individual (HNI) clients.
• Developed and implemented relationship strategies to maximize chances of profitably and expanded channel business by sourcing new partners and maintained efficient business relationships with existing partners to enhance profitability of business operations by surveying customers for new products,
• Managing Cost Concentrated on sales efforts & Boost productivity.

• Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
• Communicated with customers positively with particular attention to problem resolution.
• Assisted with hiring process and training of new employees.
• Developed initial sales roadmaps and market strategies to promote

successful product launches.

• Products - Credit Cards,Prepaid Cards & Corporate Cards.
• Nature of Business - Open Market & DSA's