Purnima Upadhyay
Nallasopara East
Summary
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Goal-driven sales management professional bringing several-year career history in sales and proven track record of strategic business growth. Skilled at aiding in product marketing efforts. Adept at cultivating productive client relationships through positive rapport, tailored solutions and client engagement.
Results-driven professional brings outstanding analytical, multitasking, and time management abilities. Offers background overseeing daily operations of business segments or departments. Driven and cost-conscious individual dedicated to capitalizing on new revenue potential.
Overview
18
18
years of professional experience
Work History
Manager - Cobrands Fulfilment & Storefront
SBI Cards and Payment Services Pvt. Ltd.
Mumbai
03.2023 - Current
- Key relationship-based sourcing of Co-Branded credit cards in the territory assigned through multiple alliance partnerships with strategic business partners like Tata, Reliance, BPCL, Nature Basket, Fab India, Lifestyle etc.
- Managing the relationship with alliance partner at the frontline stage, at the stores/ retail outlets for smooth operational and sales activities. Identifying potential sourcing points and managing 20+ outlets at various locations.
- Managing Premium location like Mumbai Airport and making 600+ premium accounts from there. (Highest 1100 accounts in the month of Jan-23).
- Process management - recruiting, training, managing, and driving team of 80-90 people encompassing Relationship Managers, Team leaders, Sales associates, and backend to implement marketing & sales operational activities for achieving sales and product mix targets.
- Managing cost as assigned in the business plan, to ensure that required productivity levels are met so as to keep the Operational Expenses within the budgeted parameters.
- Developing and exploring niche markets and result focused sales plan in low market share areas/categories for business development and increase sales of credit cards to achieve targets.
- Rewarded as employee of month-June 2019.
- Awarded as best Quality Sourcing ASM in the month of March 2020.
- Awarded for the highest premium accounts in Mumbai in the month of August 2021.
- Awarded for the highest premium accounts Pan India in the month of July 2022.
- Awarded for the highest premium accounts Pan India in the month of March 2023.
- Awarded for the highest premium accounts Pan India in the month of Jan 2024.
- Awarded for outstanding performance in Q4’23.
Relationship Manager
Intelenet Global Services Pvt Ltd
02.2016 - 04.2017
- Drive sales of credit cards through partnered Retail Stores.
- Drive Productivity and ensure compliant sourcing processes.
- Build and nurture relationships with the store managers and key employees of stores.
- Single point of contact for all issues that the stores face for their day to day operations.
- Update the stores on all approvals, declines, incentives earned etc.
- Recruit train and motivate Relationship executives and TL.
- Responsible for increasing approval rates through right sourcing.
- Develop sales strategies to increase sales volumes and improve productivity of team.
- Ability to manage teams, motivate and grow sales executives.
- Understand basic labor regulations, administrative responsibilities in managing agencies.
- Monitor and develop sales teams, ensure sales force effectiveness.
Trainer
Intelenet Global Services Pvt Ltd
09.2015 - 01.2016
- To conduct NHO program for all new joiner.
- Sales skills training.
- Process & Compliance training.
- Tracking productivity.
- To give soft skill training.
- To monitor targets achieved by new RE.
- To assist sales team in the store to achieve their targets.
Lead Trainer
ICICI Prudential
06.2012 - 09.2012
- To conduct induction programme.
- Regular knowledge update.
- Skill enhancing workshop.
- Productivity Booster.
- To Tracking after sales process.
- To Traine higher level officers and agents with IC 33 ( Life Insurance ) for IRDA exams.
- To certify advisors for online exam.
- To take feedback from managers and agents related to calls.
- To give new product trainings.
- To give soft skill training.
- To monitor targets achieved by agents.
- To also assist in closing the same.
Trainer
Andromeda Marketing Pvt Ltd
10.2010 - 10.2011
- Conducting Induction Program.
- Provide Training to sales and verifier executives.
- Regular Knowledge update.
- Train on Soft skill, Product, Code of conduct.
- Call calibration, Refreshment Training.
- Call Barging.
- Productivity Booster.
- Feedback Session.
- On Floor Training.
- Conducting product test.
- Get Certification done.
Verifier
Andromeda Marketing Pvt Ltd
10.2009 - 10.2010
- To listen calls for verification and quality purpose.
- To rate calls as per parameter.
- To close the call with confirmation for policy sold.
- To give feedback to executive and online verifier Trainer.
Tele Marketing Executive
Andromeda Marketing Pvt Ltd
11.2007 - 12.2008
- To make outbound calls for selling insurance.
- Convince customer to buy the policy.
- Achieve the given targets.
Education
MBA - Marketing
Mumbai University
BA - Economics
Mumbai University
XII - Arts
Maharashtra
X -
Maharashtra
Skills
- Relationship management
- Sales strategy development
- Process optimization
- Data analysis
- Team leadership
- Customer relationship management
- Employee training
- Time management
- Result orientation
- Lead qualification
Languages
- English
- Hindi
- Marathi
Personal Information
Date of Birth: 01/12/86
Timeline
Manager - Cobrands Fulfilment & Storefront
SBI Cards and Payment Services Pvt. Ltd.
03.2023 - Current
Relationship Manager
Intelenet Global Services Pvt Ltd
02.2016 - 04.2017
Trainer
Intelenet Global Services Pvt Ltd
09.2015 - 01.2016
Lead Trainer
ICICI Prudential
06.2012 - 09.2012
Trainer
Andromeda Marketing Pvt Ltd
10.2010 - 10.2011
Verifier
Andromeda Marketing Pvt Ltd
10.2009 - 10.2010
Tele Marketing Executive
Andromeda Marketing Pvt Ltd
11.2007 - 12.2008
MBA - Marketing
Mumbai University
BA - Economics
Mumbai University
XII - Arts
Maharashtra
X -
Maharashtra
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