Roopesh Thakkar
Ahmedabad
Summary
Sales and marketing leader with a proven track record of driving revenue growth and profitability through strategic initiatives. Expertise in competitor analysis, innovative marketing campaigns, and ongoing performance optimization. Skilled in identifying market opportunities and adapting to customer trends for maximum impact.
Overview
13
13
years of professional experience
Work History
SR RELATIONSHIP MANAGER
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
AHMEDABAD
10.2024 - Current
- Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
- Organized promotional events such as seminars or webinars aimed at educating customers about new products or services.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Participated in cross-functional teams dedicated to developing innovative solutions for customers' unique needs.
- Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships.
- Interacted with customers and worked closely to resolve issues.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
Sr. Relationship Manager
Yes Bank
01.2023 - 09.2024
- Acquisition and Management of existing clients
- Managing Business Portfolio
- Managing Wealth Portfolio of Individuals and Non individuals
- Qualified for 3 international and 2 domestic quarterly contest of Wealth parameter.
- Mainly Need to Manage - Wealth Management- Insurance , MF, PMS, AIF, Liability, Trade and Forex
Area Sales Manager
Aditya Birla Sunlife Insurance Co Ltd
12.2018 - 01.2023
- Successfully increased company's mindshare in HDFC bank from 25% to 50% since dec'18.
- Secured no.1 amongst all SM's in terms of KRA
- Achieved 171% business commitment in current financial year.
- Got 5P Rating in through out all the FY
- Got Promotion from Sr Sales Manager to Area Sales Manager in Feb 2022
- Qualified for 1 international tour on the basis of performance as a Sales Manager and Qualified for 1 international tour on the basis of performance as a Area Sales Manager
- Managing No 1 Area Sales Manager as A Pan India in the HDFC Bank Relationship in terms of Mindshare and Target vs Acheivement
- Generated monthly and annual sales reports to determine growth and areas requiring improvement.
- Created strategic sales plans, designed to increase sales, customer loyalty and market awareness.
- Boosted team morale and overall sales volume by creating incentivising sales contests.
Associate Branch Head
DHFL Pramerica Life Insurance Co Ltd
06.2017 - 11.2018
- Involved in Recruitment, Training & developments of agents, Insurance Manager Generating Business through them of Life Insurance, Housing Loan of DHFL, Mediclaim and Education Loan external stake holders
- Built and maintained courteous and effective working relationships.
- Supervised work of contracted employees to deliver work on schedule.
- Trained and mentored employees to maximise team performance.
- Optimised team training and staff development.
- Developed ongoing programmes using good team communication and collaboration.
Sales Executive Key Accounts Manager
HDFC Standard life Insurance co Ltd
10.2013 - 06.2017
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Managed High value HNI and NRI relationship to cater end to end HDFC Life's products and services required by them & Acquisition of high value Investment plans as well as savings plans through references generated from existing clients base.
- Picked up additional tasks to aid team success.
- Demonstrated outstanding product knowledge to achieve high customer satisfaction levels.
- Maximised customer engagement and satisfaction by delivering excellent customer service.
- 3 Times Promotion and 3 international contest qualifies in the career of HDFC life.
Associate Relationship Manger
DLF Pramerica Life Insurance Co Ltd
06.2013 - 09.2013
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Planned and executed new strategies to increase sales.
Sales Trainee
Reliance Capital Assets Management
06.2012 - 06.2013
- Interacted with Corporate and Ultra HNI clients with the product which is directly connected to the PSU banks like Bank of India, Central Bank of India, Bank of Baroda, Corporation Bank etc.
- Implemented need-based plans / strategies for maximizing profitability & revenue generation.
- Analyzed market trends, tracking competitors' activities & providing required inputs for product enhancement and fine tuning sales & marketing strategies.
Education
Master of Business Administration -
HGCE College of Engineering and Management
05.2013
Bachelor Of Business Administration -
Govt BBA college
03.2010
Skills
- Sales management
- Customer relationship management
- Portfolio management
- Wealth management
- Financial analysis
- Market research
- Data analysis
- Team leadership
Languages
- English
- Hindi
- Gujarati
Timeline
SR RELATIONSHIP MANAGER
MOTILAL OSWAL FINANCIAL SERVICES LIMITED
10.2024 - Current
Sr. Relationship Manager
Yes Bank
01.2023 - 09.2024
Area Sales Manager
Aditya Birla Sunlife Insurance Co Ltd
12.2018 - 01.2023
Associate Branch Head
DHFL Pramerica Life Insurance Co Ltd
06.2017 - 11.2018
Sales Executive Key Accounts Manager
HDFC Standard life Insurance co Ltd
10.2013 - 06.2017
Associate Relationship Manger
DLF Pramerica Life Insurance Co Ltd
06.2013 - 09.2013
Sales Trainee
Reliance Capital Assets Management
06.2012 - 06.2013
Master of Business Administration -
HGCE College of Engineering and Management
Bachelor Of Business Administration -
Govt BBA college
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