Santosh Kalshetty

Served as a one-stop solution manager, effectively driving strategic partnerships and business development in Pune city. Effectively maintained relationships between partner office and internal teams.

Collaborated with partners and IFAs to provide effective product training.

Managed and successfully resolved customer escalations and grievances

Worked closely with partners to increase mindshare in a partner shop.

Ensured effective relationship management with business partners and clients.

Training For B2B Partners In Accordance With Product And Process

Implemented strategies to fulfill specified business requirements

Implemented strategies to increase customer acquisition

Meeting And Interacting With Partner On a Regular Basis To Achieve Set Target

Provided support to business partners and clients by addressing questions related to products and processes.

Contributed to the partner's efforts in managing data on business performance, specifically YOY growth and accomplished targets.

• Provided Financial Planning to clients, enhancing their financial performance
• Tailored solutions for financial planning services by evaluating business needs, assessing current financial and operational objectives, and aligning them with individual customer's requirements.
• Evaluated potential sales leads and implemented strategies to drive business expansion, leading to a 20% rise in customers.

• Resolved customer queries and issues promptly
• Displayed strong telephone etiquette and effectively handled difficult calls.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Attended networking events to build relationships with potential clients.
• Developed and implemented business development strategies to increase sales revenue.
• Identified areas where products or services could be improved upon or enhanced.
• Monitored industry news and developments to stay abreast of current trends.

• As Business Development executive conducted and evaluated market research and surveys to identify potential customer segments, and identified new business opportunities for market share growth
• Insurance business revenue was increased by through strategic partnerships and introduction of new product lines
• Converted 40% of target prospects into new customer accounts.