Results-driven Regional Sales Manager known for exceptional productivity and efficiency in task completion. Possess specialized skills in strategic planning, market analysis, and team leadership that drive revenue growth and market expansion. Excel at communication, negotiation, and relationship building, ensuring successful collaboration with clients and stakeholders to achieve sales targets.
Overview
18
18
years of professional experience
Work History
Regional Sales Manager
Motilal Oswal Financial Services Ltd
New Delhi
04.2022 - Current
Acquisition of Demat-Trading Accounts backed with Support of tied Banking Partners.
Conduct regular market research to identify customer needs and manage portfolio of client accounts, ensuring high levels of satisfaction and loyalty and provide clients with expert financial advice for long and short term.
Conduct regular training to bank employees with market knowledge, process of account opening, revenue structure and CASA buildup growth story.
Identified opportunities for cross-selling and up-selling within existing customer base.
Established relationships with key accounts in the Bank vertical through personal visits.
Maintained in-depth knowledge of market trends, stocks and support on product features and benefits to customers.
Developed strategies and plans for regional sales growth.
Led, coached and developed direct reporting employees to achieve sales goals and revenue goals.
Hired and motivate high-performing sales team.
Handling VRM Channel of Indusind Bank where tele-callers acquire clients through virtual calling, They are weekly given Training on pitching and their calls are monitored on daily basis.
Cluster Manager
SBI Cap Securities
Rest Of UP
07.2021 - 03.2022
Lead a team of professionals in providing high level administrative support services within the cluster environment.
Prepared reports on performance, budgeting, resource allocation and other revenue related matters.
Lead a team of advisors and Branch Managers for generating revenue through trades in equity/derivatives/MTF for revenue generation in the Region of Rest of U.P.
Addressed and resolved customer complaints, maintaining high levels of customer service.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Branch Manager
Religare Broking Ltd
Mumbai/Kanpur
12.2017 - 07.2021
Managed Branch P&L. and directed daily operations of the branch, including advisory, dealing, customer service, sales and marketing activities.
Coordinated promotional campaigns for new/existing products or services in order to boost sales revenue.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalt
Conducted regular performance reviews for all employees in the branch.
Developed strategies to increase customer satisfaction and loyalty.
Built strong rapport with banking partners for acquisition of Demat-Trading Accounts.
Cluster Relationship Leader
Yes Securities Ltd
Mumbai
02.2016 - 11.2017
Identified training needs for bank staff members and developed appropriate programs to engage clients.
Coached and mentored bank professionals to add Demat-Trading as a cross sell product.
Managed team of 6 employees, ensuring high productivity and quality standards were met.
Determined consumer needs to provide products and services appealing to larger market of South Mumbai.
Managed 12 Bank Branches of South Mumbai to get share of our product added as primary objective of Bank.
Branch Manager
Kotak Securities Ltd
New Delhi/Noida/Chandigarh
08.2013 - 01.2016
Acquire new clients and make them trade regularly.
Directed daily operations of the branch, including advisory, customer service, sales and marketing activities.
Developed strategies to increase customer satisfaction and loyalty.
Provided guidance and support to team members regarding relationship building through daily research calls.
Relationship Manager
Kotak Mahindra Prime Ltd
Chandigarh
08.2012 - 07.2013
Provided exceptional customer service by responding promptly to inquiries with best finance options.
Developed and maintained strong relationships with Automobile dealers to ensure satisfaction and loyalty.
Maintained strong relationship with internal bank branches to convert auto leads.
Managed daily operations including lead building, coordinating meetings with finance managers of auto dealerships, approvals by credit managers.
Participated in networking events and industry conferences to attract new clients.
cross sell to generate revenue through car insurance and processing fees also.
Relationship Manager
Kotak Securities Ltd
Mumbai
10.2010 - 07.2012
Analyzed market trends and identified potential new customers through research activities.
Developed strategies to attract new customers while retaining existing ones.
Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Acquire clients and make them trade actively.
Relationship Manager
ICICI Securities Ltd
Mumbai
11.2008 - 06.2010
Analyzed market trends and identified potential new customers through research activities.
Developed strategies to attract new customers while retaining existing ones.
Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Maintained accurate records of all client interactions within the company's CRM system.
Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Built long-term relationships with clients.
Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
Provided expert financial advice to clients.
INTERN (Sales Executive)
Khanna Autu Sales Pvt Ltd
Kanpur
09.2007 - 02.2008
Determined Sales at Hyundai Showroom for Sales of Hyundai Cars.
Assist clients with car finance options from different banks.
Education
Bachelor of Commerce -
Harsahai Jagdamba Sahai PG College
Kanpur
04-2007
XII -
Motilal Memorial Intercollege
Kanpur
04-2004
High School Diploma -
Dr VSEC, Awadhpuri
Kanpur
04-2001
Skills
Team leadership
Sales coaching
Customer relationship management
Lead generation
Data analysis
Sales strategy development
Budget management
Client account management
Network development
Languages
Hindi
First Language
Accomplishments
1st Person to Open 15 Accounts in Individual Category as RM in Kotak Securities Ltdfrom open market acquisition in Online Sales Department and was awarded Badgeof CHAMP presented by NSM.
3 times consecutive winner of Foreign Trip in Religare Broking Ltd.
1st winner in BM Category to win Europe Foreign Trip in (DJFM 20-21) within just 20 days in Religare Broking Ltd.
Winner of Now or Never Contest for Sales in February 2018 in Religare Broking Ltd.