Rohit Sulakshane
Senior Branch Sales Manager
Summary
Versatile Senior Manager specializing in Marketing and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Forward-thinking Senior Manager adept at managing teams of 3 employees with 3 direct reports to accomplish challenging objectives. Imparts clear vision to guide cohesive, high-performing teams.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Senior Manager
HDFC Bank
03.2024 - Current
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Implemented and developed operational standards, policies and procedures.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Provided strong leadership to enhance team productivity and morale.
- Managed branch sales, customer service, finances and recordkeeping.
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
- Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
- Analyzed market trends and competitor activities, adjusting sales tactics accordingly for maximum impact on target audience segments.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Implemented systems and procedures to increase sales.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Led by example, exhibiting strong work ethic and consistently meeting or exceeding individual sales targets while inspiring team members to do the same.
Unit Sales Manager
ICICI Lombard GIC Ltd
02.2020 - 01.2024
- Acquiring new Agents on a regular basis
- Licensing and tracking activation of the same regularly
- Handling the Health, SME & Motor retail product - Ability to understand multiple products and Selling
- Maintaining relationships with the Agents to deliver sales targets
- Coordinating with other departments such as U/W, Claims, & Operations
- To meet agents, Lead Providers, intermediaries on a regular basis and maintaining records of the same in a planned manner
- Training & motivating the health agents to qualify contests and thus bring in incremental business
- Responsible for licensing and tracking activation of the same regularly
- To achieve product wise volume and volume and value target to solve the problems/issues and develop a strong relationship and with the channel.
- Achieved top-tier ranking among peers in terms of annual sales volume throughout tenure as Unit Sales Manager.
Deputy Manager
Kotak Securities Ltd
08.2018 - 11.2019
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
- Cross Selling of other financial products – like MF and Structured products (PMS, Small case)
- Will be responsible for primarily selling Equity based investment products
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Understands clients risk profile and maximizes the ‘risk vs
- Reward' balance for individual clients by optimizing product mix
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
- Provide regular updates to the immediate superior as and when required.
Assistant Manager
Axis Bank Ltd
7 2014 - 7 2018
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strategy to increase sales and drive profits.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Education
MBA - Finance
Institute of Management & Research Jalgaon, Maharashtra
Jalgaon, India 04.2012 - 2014.04
Bachelor of Commerce (B.COM) - ACCOUNTS - undefined
Mooljee Jetha College Jalgaon, Maharashtra
01.2009 - 2012.04
Skills
- Strategic Planning
- Talent Development
- Operations Management
- Resource Allocation
- Team Leadership
- Teamwork and Collaboration
- MS Office
- Computer Skills
Otherskills
- TALLY, 2009, A
- CCC, 2011, B
- EVENT MANAGEMENT, 2012, A
Professional Highlights
A FINANCE professional with 9 years of experience covering various aspects of Banking as well as Stock Markets and General Insurance. Exposure of having worked in Clearing department, Teller Role, Front desk officer as well as selling Third party product, selling retail assets. Help drive business results by introducing and leading effective process transformation and ensuring productivity. Hands-on experience in using FINACLE SOFTWARE .Kotak Securities I responsible for new client acquisition, building new relationship with clients. Also represent for sellingEquity, commodity, currency as well as PMS, Mutual Fund, Small Case. Also I will identify need as well as assessing their Risk Appetite and Provide Investment Options. Now in ICICI Lombard having Handled Multi Role Sales responsibility its Means Agency Channel as well as Dealership experience. Acquiring new advisors from market.
Personal Information
- Date of Birth: 12/28/90
- Marital Status: Married
Disclaimer
I hereby declare that the information provided by me is true to the best of my knowledge.
Timeline
Senior Manager
HDFC Bank
03.2024 - Current
Unit Sales Manager
ICICI Lombard GIC Ltd
02.2020 - 01.2024
Deputy Manager
Kotak Securities Ltd
08.2018 - 11.2019
MBA - Finance
Institute of Management & Research Jalgaon, Maharashtra
04.2012 - 2014.04
Bachelor of Commerce (B.COM) - ACCOUNTS - undefined
Mooljee Jetha College Jalgaon, Maharashtra
01.2009 - 2012.04
Assistant Manager
Axis Bank Ltd
7 2014 - 7 2018
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