Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Sanket Pramod Patil

Sanket Pramod Patil

Nagpur

Summary

Results-oriented banking professional with 8+ years of experience in channel partner management, sales leadership, and training across top-tier banks including HDFC Bank, Axis Bank, and ICICI Bank. Proven ability to drive revenue growth, lead high-performing teams, and build strong partner networks. Expertise in sales strategy, team development, and stakeholder engagement within dynamic and competitive financial environments.

Overview

7
7
years of professional experience

Work History

Training and Development Manager

Lokmanya MultiPurpose Cooperative Society Bank
Pune
12.2024 - Current
  • Ensured compliance with laws impacting human resource training programs through regular updates.
  • Reviewed curricula to maintain relevance and alignment with current standards.
  • Oversaw professional and leadership training courses to facilitate career advancement.
  • Mentored team members to enhance skills and promote internal growth.
  • Developed new training programs that adhered to company and governmental regulations.
  • Managed fiscal year training calendar, coordinating course plans, venues, and departmental rotations.
  • Coordinated with departments to ensure that employees received appropriate on-the-job training.

Circle Training Manager

Aditya Birla Capital
Nagpur
11.2023 - 11.2024
  • Reported progress on planned activities to secure management support and achieve objectives.
  • Delivered cohort training sessions, assessments, and monitored learning adoption.
  • Evaluated training courses to identify areas for improvement.
  • Conducted needs assessments using various methods to prioritize developmental requirements.
  • Developed new training programs in compliance with company and government standards.
  • Maintained comprehensive database for tracking training, certifications, and qualifications.

Area Sales Manager

ICICI PRUDENTIAL LIFE INSURANCE
Nagpur
11.2021 - 10.2023
  • Executed customer calls to effectively sell diverse financial solutions.
  • Acted as initial contact for customer inquiries, coordinating with authorities for validation.
  • Oversaw operations of relationship managers across three branches for improved synergy.
  • Secured back-to-back salary increments through successful achievement of YTD sales goals.
  • Recruited and inspired a dynamic sales team, enhancing performance levels.
  • Engaged in trade shows and conferences to build networks and showcase products.

Senior Frontline Sales Manager

Bajaj Allianz Life Insurance
Mumbai
02.2020 - 11.2021
  • Motivated bank employees to promote related life insurance products and generate leads.
  • Converted leads based on customer requirements through joint calls with bank employees.
  • Handled escalations and grievances for customers and NBFC employees effectively.
  • Introduced new products and processes for distributing BALIC products in NBFC.
  • Trained NBFC sales team to drive sales of BAGIC products.
  • Conducted regular meetings with staff members to review goals and objectives for the quarter and year.

Financial Manager

ICICI PRUDENTIAL LIFE INSURANCE
Mumbai
07.2019 - 02.2020
  • Converted leads into business opportunities through strategic follow-ups.
  • Promoted products, services, and brands to existing and potential customers.
  • Drove sales growth by elevating business visibility through targeted marketing campaigns.
  • Trained new employees on features and benefits of newly launched products.
  • Reviewed contracts, agreements, and other legal documents for accuracy and compliance with regulations.
  • Communicated with stockholders or other investors to provide information or raise capital.

Frontline Sales Executive

HDFC Life
Mumbai
12.2017 - 06.2019
  • Handling three branches of Mumbai. Those who are going to take home Loan from axis bank we added our product.
  • Coordinating between Bank and company from Lead generation to policy conversion. To build mutually beneficial relationships with Bank and help in acquisition of clients.
  • Improved the market share each year and kept the brand at the First position in NBFC without new products.
  • Qualifying our newly joined relationship manager for coming international contest.
  • Providing clients with comprehensive product/service consultations and guiding their decision-making process.
  • Upselling and cross-selling products/services to clients.

Education

Bachelors in Business Administration - Business and Marketing

Himaliyan University
06.2019

Higher Secondary School Certificate - Commerce

Dharampeth Science And Commerce College
Nagpur
07-2010

Secondary School Certificate - English Education

BISHOP COTTON SCHOOL
Nagpur
06-2008

Skills

  • Employee training
  • Curriculum development
  • Regulatory compliance
  • Needs assessment
  • Performance evaluation
  • Project management
  • Communication skills
  • Leadership development
  • Coaching and mentoring
  • Stakeholder engagement
  • Customer inquiry and response
  • Team development strategies
  • Sales strategy
  • Team building
  • Customer relationship management

Accomplishments

  • Achieved July, August, September 2018 targets qualifying for Goa Trips in HDFC Life.
  • Achieved JFM 2020 targets in Bajaj Allianz Life Insurance company qualifying for Bangkok Trip.
  • Achieved OND 2022 targets and awarded in Goa Red Carpets theme.
  • Overachieved targets in FY2022-23 and got increment by 15%.
  • Qualified for Andaman Contest in JFM 2023.
  • Received the "Best Sales Support Award 2024" for outstanding contributions to team success and consistent support in achieving and exceeding sales targets across partner channels

Timeline

Training and Development Manager

Lokmanya MultiPurpose Cooperative Society Bank
12.2024 - Current

Circle Training Manager

Aditya Birla Capital
11.2023 - 11.2024

Area Sales Manager

ICICI PRUDENTIAL LIFE INSURANCE
11.2021 - 10.2023

Senior Frontline Sales Manager

Bajaj Allianz Life Insurance
02.2020 - 11.2021

Financial Manager

ICICI PRUDENTIAL LIFE INSURANCE
07.2019 - 02.2020

Frontline Sales Executive

HDFC Life
12.2017 - 06.2019

Bachelors in Business Administration - Business and Marketing

Himaliyan University

Higher Secondary School Certificate - Commerce

Dharampeth Science And Commerce College

Secondary School Certificate - English Education

BISHOP COTTON SCHOOL
Sanket Pramod Patil