RAVI MAURYA
Sales & Finance
West Sagar Pur Janak Puri New Delhi
Summary
With over 7 + years of experience in banking domains, sales I have consistently surpassed targets and delivered exceptional results. My most notable achievement was being recognized as the top salesperson for three consecutive years, achieving a 25% year-over-year growth in sales. I am a highly driven and results-oriented professional with exceptional communication, negotiation, and relationship-building skills. My ability to foster strong client relationships has contributed to an impressive 95% customer retention rate. I excel at identifying customer needs, developing tailored solutions, and implementing innovative strategies to drive sales and enhance operational efficiency. With a proven track record in the competitive banking sales industry and a commitment to delivering outstanding results, I am confident in my ability to make a significant impact in any sales role.
Overview
7
7
years of professional experience
1
1
Language
Work History
Sr. Business Development Manager
Bonanza Portfolio Ltd
02.2026 - Current
- As a Senior Business Development Manager at Bonanza Portfolio Ltd with expertise in managing a Direct Sales Associates (DSA). Dedicated to delivering end-to-end services across all financial products while ensuring high-quality client satisfaction and business expansion.
- SERVICES :- Insurance , PMS , AIF , Mutual Fund , Wealth Management , Equity Markets , Financial Advisory , Team Management , Customer Acquisition
Business Development Manager
HDFC LIFE INSURANCE
New Delhi
04.2024 - 02.2026
- AWARDS - RISING STAR CERTIFICATE IN HDFC LIFE COMPLETED MY PROBATION PERIOD WITH IN 3 MONTHS
- My journey at HDFC Life as a BDM has been defined by a commitment to helping individuals and families secure their financial futures through strategic planning and robust insurance solutions.
- I specialize in building high-performing teams and fostering lasting client relationships. I believe that true career growth comes from the value we create for our customers and the consistency we bring to our professional goals.
- Strategic Business Growth: Responsible for driving revenue growth by identifying new market opportunities and expanding the client base for HDFC Life’s comprehensive insurance portfolio.
- Portfolio Management: Managing a high-value portfolio of clients, providing them with customized financial solutions, including life cover, retirement planning, and wealth creation.
- Team Leadership & Training: Mentoring and leading a team of financial advisors/consultants to achieve monthly business targets while ensuring 100% compliance and ethical selling.
- Relationship Management: Building and maintaining long-term relationships with stakeholders and high-net-worth individuals (HNIs) to ensure high policy retention and customer loyalty.
- Market Analysis: Conducting financial need analysis for clients to bridge the gap between their financial goals and current protection levels.
- Process Excellence: Ensuring seamless coordination between the sales team and operations for smooth policy issuance and claim settlement processes.
Team Leader
SK INSURANCE SOLUTION
New Delhi
03.2021 - 03.2024
- Worked as a Team Leader at SK Insurance Solution, where I was responsible for recruiting, training, and motivating a team of LIC Advisors. I managed complete back-office operations including documentation and paperwork, while organizing regular office meetups to drive team productivity and engagement.
- Team Leadership Successfully led and managed a team of LIC Advisors, providing constant motivation and guidance to help them achieve their sales targets.
- Oversaw end-to-end paperwork and documentation processes, ensuring 100% accuracy and compliance with insurance regulations.
- Conducted regular in-office meetings and training sessions to boost team morale, improve product knowledge, and streamline workflows.
- Monitored daily activities and progress of advisors, facilitating a professional environment for business growth.
Sales Executive
TRIP TO TRIP HOLIDAYS
New Delhi
02.2019 - 01.2021
- As a Sales Executive at Trip to Trip Holiday Packages, I specialize in crafting and selling customized travel experiences that cater to diverse client needs. My role involves managing the complete sales lifecycle, from lead generation to post-trip feedback.
- Customized Package Design: Designing and promoting domestic and international holiday packages, ensuring a perfect balance between luxury, comfort, and budget.
- Lead Conversion: Proactively reaching out to potential travelers, understanding their requirements, and converting inquiries into bookings through persuasive communication.
- Client Relationship Management: Building strong rapport with clients by providing end-to-end travel assistance, resulting in high referral rates and repeat business.
- Market Research: Monitoring travel trends and competitor pricing to offer the most attractive and competitive deals in the market.
- Vendor Coordination: Collaborating with hotels, transporters, and local vendors to ensure seamless execution of travel itineraries for a world-class customer experience.
- Target Achievement: Consistently meeting and exceeding monthly sales targets while maintaining a high level of customer satisfaction
Education
Bachelor of Arts - History Hons
Delhi University
New Delhi, India01-2015
Skills
B2B , B2C , Communication Skills , Networking Expert , Client Relationship Management , Cold Calling , Market Analysis , Time Management , Lead Generation , Product Knowledge Closing Deals , Prospecting , Prospecting Techniques , Self-Motivation
Additional Information
Father Name - Sh. Ram Agaya
DOB - 31 July 1994
Marrital Status - Married with one Daughter
Religion - Hindu
Nationality - Indian
Timeline
Sr. Business Development Manager
Bonanza Portfolio Ltd
02.2026 - Current
Business Development Manager
HDFC LIFE INSURANCE
04.2024 - 02.2026
Team Leader
SK INSURANCE SOLUTION
03.2021 - 03.2024
Sales Executive
TRIP TO TRIP HOLIDAYS
02.2019 - 01.2021
Bachelor of Arts - History Hons
Delhi University