SARTHAK DHYANI
New Delhi
Summary
Highly accomplished professional with over 15 years of experience seeking challenging assignments in areas such as Corporate sales, Key account management, Transaction banking, E-commerce, Digital Banking, Business Development, Channel Management, Client Relationship Management, and Distributor/franchisee handling and Mentoring. Extensive experience in mentoring, training, coaching, and motivating the Sales force on Sales processes and various Solutioning products to Retail, Corporate and Government clients while providing exceptional client servicing and profitbility.
Overview
18
18
years of professional experience
Work History
Vice President & Product Sales Manager
YES BANK LTD
04.2023 - Current
- Managing Corporate and Retail clients of three clusters and 25 Branches of Business units like Branch Banking , Affluent Banking , TASC , Working Capital clients.
- Digital Banking expert providing CMS solutions to the clients like API solutions, Capital Market Products, Host to Host Banking , Collection and payment products, Connected Banking Products, Payment Gateway, UPI QR and other Digital banking solutions to the clients.
- Mentoring and training the Sales Channels to improve CMS product penetration in the assigned territory.
Regional Sales Manager- Transaction Banking Group
INDUSIND BANK LTD
02.2019 - 04.2023
- Managing Corporate sales for SME , MME , Agri, and Education segment for North region in co-ordination with Business units and providing Transaction Banking Solutions to the cooperates as per their requirement for North region, including sales of CMS products like Collections, Payments, H2H Integration, Payment Gateway, Dividend, and Escrow and Fee collection for Education segment to name a few
- Interfacing and interacting with key Individuals / key influencers in top Management (CEOs/CFOs) among Corporate for ascertaining requirements, making presentations and delivering need based product solutions
- Co-ordination, Training, and Mentoring channels in product specifications and working closely with assigned Business units to increase penetration of Transaction Banking products and increasing engagement with the corporate clients, thereby increasing the overall Float and Fee in the accounts
- Also, helping the Business units in on-boarding New to Bank clients
- Regular interactions and engagement with the Implementation Product and various internal teams for providing customized solutions as per client's needs and hand-holding and on-boarding new clients on CMS platform
- Regular interaction and monitoring the clients in the portfolio in terms of monthly volumes, throughput and float for ensuring profitability of the assigned region
- Handling client queries and challenges and providing solutions and encouraging them to use Transaction Banking services of the Bank, and onboarding their group companies thereby increasing the stickiness of corporates with the Bank
Product Sales Manager - Cash Management Services
KOTAK MAHINDRA BANK LTD
10.2015 - 01.2019
- Among Top -5 Product Sales Managers Pan India in terms of overall performance at Kotak Mahindra Bank
- The job role included providing CMS Solutions to Retail, Working Capital, TASC segment clients as a Product Sales Manager
- Identifying and Implementing of CMS products for the clients as per their requirements for various CMS products including Collection and payments, RERA, Escrow, Payment Gateway and fee collection modules for schools/educational institutions
- Focus on Client Activation and constant interactions with the client to use CMS platform provided by the Bank
- Successfully achieved 89 % of client activation in my portfolio
- Exceeded the target achievement in terms of New Client on-boarding, Activation and Fee
Manager E-Commerce
HDFC BANK LIMITED
11.2013 - 10.2015
- Successfully managed E-commerce solutions to various clients in Govt sectors like Municipal corporations Education /Universities and retail sector and on-boarded new Payment Aggregator Razorpay for the bank
- The job role included identifying new prospective clients, generating business from the existing clientele to achieve business targets and handling the assigned territory for E commerce
- Successfully Managed clients in Govt
- Sectors and on-boarded them to Payment Gateway Platform of the Bank
- Managed Big clients like IRCTC, DDA, Balmer and Lawrie, IIT Delhi, National institute Of fashion Technology and on-boarded Lucknow University, Ghaziabad Nagar Nigam, Meerut Nagar Nigam, Agra Nagar Nigam to name a few on the Payment Gateway platform of the Bank
- Worked Closely with internal and external IT teams of the bank to improve success rate of the Payment gateway transactions
- Providing on-us solutions for better success rate of PG transactions
Acquisition Manager - Liabilities
HDFC BANK LTD
01.2012 - 11.2013
- Won Productivity Marathon Contest Launched by National Sales Manager for Acquisition Managers for overall productivity of Sales Executives in April 2012 at HDFC BANK
- Successfully Managed 5 Branches in Faridabad in as an Acquisition Manager for Liability products and led a team of Sales Executives and getting the Sales done through them for Current and Saving Accounts for the Bank
- The job profile included Mentoring, Han-holding and Motivating the team of Sales executives for sale of Liability products like CASA, along with cross selling of various other products like Life Insurance, General Insurance, and Health Plans to the on-boarded clients
Sales Training Manager
DLF PRAMERICA LIFE INSURANCE COMPANY LTD
04.2011 - 12.2011
- The job role included identifying training needs, scheduling, organizing and imparting Sales Training to Sales Managers and advisors on Insurance basics, new products, monthly contests rolled out by the company, recruitment & Sales pitch & focus on enhancing the productivity of Sales force as a Sales training Manager
- Mentoring Coaching and hand holding Insurance advisors to clear IRDA exam and demonstrating joint clients meeting with them for initial period LIANCE LIFE INSURANCE COMPANY LTD, New Delhi
- Got Appreciation Certificate for New Advisor Activation from Group CEO Mr SAM Ghosh and Sales Head Mr
- Manoranjan Sahoo for financial Year 10-11 at Reliance Life Insurance
- Post induction
Territory Manager- Channel Development Associate
RELIANCE LIFE INSURANCE COMPANY LTD
06.2008 - 03.2011
- Produced one MDRT (Million Dollar Round table) advisor in the month of February in financial year 08-09
- Got Appreciation Certificate for New Advisor Activation from Group CEO Mr
- SAM Ghosh and Sales Head
- The job role included Recruiting, Mentoring, Training & Leading a team of Business Associates/ Distributors, Sales Executives, Franchisees, and hand-holding and motivating them to recruit Insurance advisors for sales of various Insurance products
Management Trainee
RELIANCE LIFE INSURANCE COMPANY LTD
06.2007 - 06.2008
- Got Placement from the Campus (IIPM New Delhi) as a Management Trainee in Reliance Life Insurance
- This was the First Management Trainee batch in Reliance Capital
- Actively participated in Reliance Capital “Corporate Adventure Challenge” and stood 1st in Tracking Competition at “Corporate Adventure Challenge”
- Was given exposure to various departments like Sales training, New Business Initiatives and Marketing team as a Management Trainee in Reliance Life Insurance Company Ltd
Education
PGDBM And MBA -
Indian Institute Of Planning And Management
01.2007
Bachelor of Computer Applications - undefined
Institute Of Management Education
01.2003
Skills
- Corporate Sales
- Business Development
- Sales and Marketing
- Key Account Management
- Profit and loss Accountability
- Cash Management Services
- Channel Sales Management
- Team handling and Mentoring
- Distributor and Franchisee Handling
- Product Management
Accomplishments
1. Got facilitated by Country Head for 130 % overall target achievement at yes bank for FY 23-24.
2. got promoted from Assistant Vice President to Deputy Vice President within 3 years basis the performance and appraisal ratings in Indusind Bank.
3. Was consistantly among Top -5 Product Sales Managers Pan India while working with Kotak Mahindra Bank.
4.Won Productivity Marathan during my stint with HDFC Bank and got facilitated by National Head.
5. Got appreciation certificate from Sales and Distribution Head Mr Manoranjan Sahoo and Group CEO Mr Sam Ghosh on new advisor activation for FY 2010-11 while working with Reliance Life.
Languages
Language Proficiency
English: Read, Speak, Write
Hindi: Read, Speak, Write
IT Skills
Well Versed with MS Office, MS Power point, MS Excel and Internet Applications
Personal Dossier
- Address: 13/86, 3rd Floor, Subhash Nagar, Delhi 110027.
- Date of Birth: 24th March 1984
Timeline
Vice President & Product Sales Manager
YES BANK LTD
04.2023 - Current
Regional Sales Manager- Transaction Banking Group
INDUSIND BANK LTD
02.2019 - 04.2023
Product Sales Manager - Cash Management Services
KOTAK MAHINDRA BANK LTD
10.2015 - 01.2019
Manager E-Commerce
HDFC BANK LIMITED
11.2013 - 10.2015
Acquisition Manager - Liabilities
HDFC BANK LTD
01.2012 - 11.2013
Sales Training Manager
DLF PRAMERICA LIFE INSURANCE COMPANY LTD
04.2011 - 12.2011
Territory Manager- Channel Development Associate
RELIANCE LIFE INSURANCE COMPANY LTD
06.2008 - 03.2011
Management Trainee
RELIANCE LIFE INSURANCE COMPANY LTD
06.2007 - 06.2008
Bachelor of Computer Applications - undefined
Institute Of Management Education
PGDBM And MBA -
Indian Institute Of Planning And Management
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