RAMNATH SHANBHAG
Dombivali
Summary
Dynamic Manager with proven success at JM Financial Services, excelling in sales management and customer service. Achieved significant business growth through strategic partnerships and effective communication. Skilled in analytical problem-solving, I foster strong client relationships while driving revenue generation initiatives. Adaptable and results-oriented, I consistently exceed targets and enhance client satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager – Financial Services
JM Financial Services
08.2024 - Current
- Manage business development and relationship management activities across assigned territories and channel partners.
- Drive sales growth through client engagement, investment solution support, and revenue generation initiatives.
- Develop and maintain strong professional relationships with clients, distributors, and business associates.
- Handle end-to-end coordination for Mutual Funds, Fixed Deposits, and investment-related services.
- Identify new business opportunities and contribute to the expansion of customer and partner networks.
- Ensure smooth execution of operational processes, documentation, transaction support, and service requests.
- Coordinate with internal departments to deliver timely solutions and maintain efficient business operations.
- Monitor market trends, competitor activities, and customer requirements to support business strategies.
- Maintain regular client follow-ups and service standards to enhance customer satisfaction and retention.
- Work towards achieving monthly business targets and organizational growth objectives.
Key Sales Manager
Care Health Insurance
02.2020 - 08.2024
- Managed key sales accounts and developed strong relationships with clients.
- Achieved 5 new business tie-ups and secured promotions within 3 years.
- Successfully developed and maintained key sales accounts, meeting and exceeding sales targets.
- Built strong relationships with clients, providing excellent customer service.
- Demonstrated strong analytical and problem-solving skills to identify and address client needs.
- Collaborated with team members to achieve company goals and objectives.
- Detail-oriented and able to work as part of a team.
- Demonstrated leadership skills and quick learning ability.
- Managed relations with Broker Partners, including Landmark, Tata Motors Insurance Broker, and BlueChip.
- Maintained strong relationships with Invictus RM and Branch Heads.
- Resolved product and sales-related queries, prepared quotations, and ensured compliance with underwriting guidelines.
- Conducted training sessions for brokers as per business requirements.
- Facilitated communication with customers, ensuring accurate disclosure of material facts.
- Oversaw proposal acceptance and provided technical support to marketing and operations teams.
- Managed health underwriting processes and ensured proposal data accuracy.
- Handled new business forms and system processing.
- Updated daily MIS to track policy issuance, dispatch, and renewals.
Sales Manager
Future Generali Life Insurance
11.2018 - 10.2019
- Managed sales operations through broker and channel partner networks.
- Achieved business targets through effective relationship management.
- Conducted product and sales training programs for distributors.
- Developed new business opportunities and strengthened existing partnerships.
Relationship Manager
Cigna TTK Health Insurance
05.2018 - 11.2018
- Managed relationships with clients and provided excellent customer service.
- Built and maintained strong client relationships.
- Demonstrated excellent customer service skills.
- Collaborated with team members to achieve company goals.
- Addressed client needs through analytical and problem-solving skills.
- Monitored market developments and competition.
- Developed broker relationships with Bajaj Capital and Anand Rathi.
- Promoted health insurance solutions within partner organizations.
- Conducted broker training programs.
Sales Manager
Shree Sai Computers
Mumbai
10.2015 - 05.2018
- Successfully marketed and sold computers, laptops, and CCTV cameras.
- Developed and maintained strong client relationships.
- Generated sales contracts, including Annual Maintenance Contracts (AMC).
- Organized roadshows, stall activities, and newspaper campaigns to enhance brand visibility and sales.
- Built customer loyalty through strong relationship management.
SDM – Corporate Agency (Bancassurance Broker)
HDFC Life Insurance
01.2015 - 09.2015
- Managed HNI client portfolios to provide tailored financial advice.
- Delivered tailored financial solutions, addressing client needs and fostering long-term relationships.
- Executed comprehensive sales plans, driving client engagement through effective sales cycle management.
- Managed strategic partnerships with brokers, including Bajaj Capital, enhancing collaborative opportunities.
Education
Bachelor of Commerce -
E.B. Madhavi College
01-2012
Higher Secondary Certificate -
E.B. Madhavi College
01-2009
Secondary School Certificate -
Holy Cross English Medium School
01-2007
Skills
- Sales Management
- Customer Service
- Communication
- Leadership
- Teamwork
- Analytical Skills
- Problem Solving
- Decision Making
- Adaptability
- Time Management
- Fast Learner
- Computer Skills
Certification
NISM Series V-A – Mutual Fund Distributors Certification
Disclaimer
I hereby declare that the information furnished above is true and correct to the best of my knowledge and belief.
Languages
- English
- Hindi
- Marathi
Languages
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Timeline
Manager – Financial Services
JM Financial Services
08.2024 - Current
Key Sales Manager
Care Health Insurance
02.2020 - 08.2024
Sales Manager
Future Generali Life Insurance
11.2018 - 10.2019
Relationship Manager
Cigna TTK Health Insurance
05.2018 - 11.2018
Sales Manager
Shree Sai Computers
10.2015 - 05.2018
SDM – Corporate Agency (Bancassurance Broker)
HDFC Life Insurance
01.2015 - 09.2015
Bachelor of Commerce -
E.B. Madhavi College
Higher Secondary Certificate -
E.B. Madhavi College
Secondary School Certificate -
Holy Cross English Medium School