Shantanu
Hajipur, Vaishali, Bihar
Summary
Dynamic Team Leader Manager recognized for driving high productivity and optimizing task efficiency. Expertise in strategic planning and team motivation ensures seamless operational flow while effectively resolving conflicts. Proven communication and leadership skills empower teams to achieve organizational goals with agility and precision. Career aspirations include further enhancing team performance within a results-oriented environment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Team Leader Manager
Loans4Wish Financial Services
Noida
05.2022 - 05.2023
- Led a team of 10 employees, achieving sales targets and ensuring team cohesion
- Updated team on financial market policies and planned/forecasted weekly sales targets
- Tested dialers, audited calls, and provided regular feedback to team members
- Calculated customer eligibility using FOIR & MULTIPLIER methods and ensured customer transparency
- Resolved potential escalations and maintained team retention and employee attrition
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Negotiated conflict resolution among team members, ensuring a harmonious work environment.
Relationship Manager
Indifi Technologies
Gurugram, HR
11.2021 - 05.2022
- Managed client portfolios worth ₹5 crores
- Negotiated interest rates, processing fees, and loan tenures.
- Provided accurate loan solutions based on client needs (Term loan & OD).
- Maintained long-term client relationships for business growth.
- Emphasized the need for Loan-Suraksha Insurance products to meet the maximum cross-sell parameters.
- Developed strategies to attract new customers while retaining existing ones.
- Led training sessions for junior relationship managers on client service best practices.
- Ensured timely disbursement of loan amounts.
Associate Sales Consultant
Policybazaar Insurance Brokers Pvt. Ltd.
Gurugram, HR
12.2020 - 11.2021
- Stayed updated on industry and product developments.
- Conducted quick negotiations with clients and insurers.
- Monitored price trends of multiple insurance products.
- Managed sales and tracked payments efficiently.
- Generated manual quotes using predefined Excel sheets
- Curated risk cover letters from insurers.
- Answered customer queries and mediated disputes.
- Assisted customers during claims.
Branch Sales Executive
HDFC Bank Ltd. (HDB Financial Services)
Patna, BR
11.2019 - 12.2020
- Contacted current and potential clients to promote products and services.
- Sold branch products including CASA, Credit Cards, Health, Life & Motor insurance, FDs, and RDs.
- Targeted walk-in customers for sales.
- Resolved queries related to previously sold products.
- Pitched newly launched products to customers.
- Developed relationships with key clients through regular visits, meetings, and follow-up calls.
- Prospected and partnered with interested parties to develop investment plans and served as a financial management advisor.
- Prepared and submitted sales reports and expense reports on a regular and timely basis.
- Monitored market trends, competitor activities, and product developments to adjust sales strategies accordingly.
- Discussed client financial options to keep customers informed regarding transactions.
Education
Bachelor of Science - Physics
Sunrise University
Alwar, Rajasthan06-2016
High School Diploma -
National Institute of Open Schooling
New Delhi04-2013
Secondary School Certification -
St. Paul's High School
Hajipur, BR04-2010
Skills
- Remote team management
- Influencing skills
- Industry expertise
- Customer focus
- Stakeholder management
- Meeting facilitation
- Motivational skills
- Workload management
- Employee engagement
- Workforce planning
- Performance coaching
- Operational excellence
- Corporate governance
- Recruitment support
Affiliations
- Book Reading
- Gardening
- Personal development Courses explorer
Accomplishments
- Awarded for the highest number of quarterly policy bookings (for January, February, and March) during a three-month tenure at Policy Bazaar.
- Awarded for the highest number of Policy bookings for January at Policy Bazaar.
- Awarded for the highest number of policy bookings for February at Policy Bazaar.
- Awarded for the highest number of policy bookings for February at Policy Bazaar.
- Awarded for the highest conversion rate during remote work at Policy Bazaar.
- Awarded twice for highest quality score for a outbound sales call at Policy Bazaar.
- Awarded for fastest achiever of sales target in first month at Indifi.
- Awarded for Zero Escalation Sales Relationship Manager of the Quarter at Indifi.
- Recognized with Fast Paced Yoddha for consecutive two quarters (July-Sep & Oct-Dec)
- Awarded for Fastest achievement of floor sales target (18 Days).
Certification
- Certified with Associate in Project Management (CAPM)
Languages
Hindi
First Language
English
Proficient (C2)
C2
Computer Proficiency
- Operating Systems : Windows, Ubuntu.
- Internet Applications : Web searching proficient.
- Application Software : Adobe Photoshop, Adobe PageMaker, MS Office proficient.
Declaration
I hereby declare that the information provided is true and accurate to the best of my knowledge.
Shantanu
Vastu Vihar, Phase-1
Hajipur, PS- Hajipur,
Dist- Vaishali - BR
📞 7033341299
📧 skshanu893@yahoo.in
Timeline
Team Leader Manager
Loans4Wish Financial Services
05.2022 - 05.2023
Relationship Manager
Indifi Technologies
11.2021 - 05.2022
Associate Sales Consultant
Policybazaar Insurance Brokers Pvt. Ltd.
12.2020 - 11.2021
Branch Sales Executive
HDFC Bank Ltd. (HDB Financial Services)
11.2019 - 12.2020
Bachelor of Science - Physics
Sunrise University
High School Diploma -
National Institute of Open Schooling
Secondary School Certification -
St. Paul's High School
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