Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Disclaimer
Languages
Personal Information
Timeline
Generic
SHRIKANT YADAV

SHRIKANT YADAV

Navi Mumbai

Summary

Goal-driven sales management professional bringing several-year career history in sales and proven track record of strategic business growth. Skilled at aiding in product marketing efforts. Adept at cultivating productive client relationships through positive rapport, tailored solutions and client engagement.

Overview

9
9
years of professional experience

Work History

Area Sales Manager - Commercial Lines

PolicyBazaar Insurance Broker (PB Partners)
Mumbai
11.2022 - Current
  • Leading a team of Relationship Managers (RMS) and Senior Relationship Managers (SRMS) to drive business development and achieve revenue targets across the Mumbai region.
  • Recruiting, mentoring, and developing high-performing sales professionals to strengthen team capability and productivity.
  • Building and maintaining strong partnerships with insurers, prime clients, and channel partners to enhance business growth and service delivery.
  • Negotiating with insurance companies and partners to optimize payouts and maximize organizational revenue.
  • Driving both individual and team sales targets, while developing a strong pipeline to ensure consistent business achievement.
  • Conducting motivational, promotional, and training activities for team members and partners to enhance performance and engagement.
  • Acting as the primary leader for all POSP (Point of Sales Person) partners, ensuring their onboarding, activation, and continuous business contribution.
  • Overseeing lead management from partners, ensuring efficient conversion into revenue.
  • Promoting cross-selling opportunities with prime clients and fostering long-term client relationships.
  • Achieving assigned sales targets consistently and building pipelines for overachievement to qualify for organizational incentives.

Deputy Sales Manager (Retail Assets)

HDFC Bank Ltd.
03.2022 - 11.2022
  • Conducted detailed credit and financial analysis of applicants, including income, employment, and property evaluations, to determine loan eligibility.
  • Managed end-to-end loan processing - from application intake, document verification, and risk assessment to underwriting support and approval.
  • Approved loans within authorized limits and referred high-value applications to management for final decision.
  • Compiled and reviewed applicant financial histories, corporate statements, and credit reports to assess repayment capacity.
  • Collaborated with underwriters and credit analysts to resolve loan application issues and ensure compliance with internal policies and regulatory guidelines.
  • Handled customer relationship management, addressing queries, resolving complaints, and negotiating repayment arrangements with delinquent customers.
  • Educated clients on loan products, terms, and repayment options, ensuring informed decision-making.
  • Built business relationships with local merchants and business owners to expand the loan portfolio.
  • Ensured accuracy and compliance in documentation, loan closing procedures, and reporting.
  • Assisted in financial planning, budgeting, and implementation of sales strategies to drive retail assets growth.
  • Managed daily sales operations and ensured team alignment with strategic goals.
  • Developed training programs to enhance sales skills among team members.
  • Oversaw customer relationship management to improve client satisfaction and retention.

Assistant Sales Manager (Retail Assets)

Axis Bank Ltd.
02.2021 - 03.2022
  • Managed the Retail Assets business (Retail Loans) across multiple branches, ensuring achievement of sales and revenue targets.
  • Led and supervised a team of 1 Team Leader and 8 Sales Executives, driving productivity through recruitment, training, and performance management.
  • Oversaw operations for 7 branches in the Raigad cluster and 2 branches in Navi Mumbai, maintaining strong relations with Branch Heads, CSOs, and RMS.
  • Ensured profitability by maintaining required yield (IRR, PF) and implementing cost-effective strategies.
  • Expanded business by strengthening existing sourcing channels and developing new ones, including telesales and referral networks.
  • Forecasted and executed business plans to meet current and future projections.
  • Delivered effective Customer Relationship Management (CRM) for priority clients, ensuring satisfaction, timely query resolution, and escalation avoidance.
  • Conducted training needs assessment and delivered technical, product, and skill-based training to enhance team performance.
  • Assisted clients with product selection and account management.
  • Coordinated team efforts to enhance customer service and satisfaction levels.
  • Managed daily operations of the sales team, ensuring compliance with policies.

Senior Sales Officer (CASA)

IDFC First Bank
12.2019 - 01.2021
  • Acquired and managed Current Accounts, Savings Accounts, and cross-selling of banking products including Personal Loans, Home Loans, Working Capital, LAP, SIP, and Insurance.
  • Handled sales and marketing activities, ensuring achievement of assigned business targets.
  • Drove business development and client relationship management, enhancing customer engagement and retention.
  • Generated leads through market intelligence, referrals, and personal networks to expand the client base.
  • Introduced and implemented new initiatives for lead generation and customer acquisition.
  • Encouraged referral business by engaging existing customers in cross-sell and upsell opportunities.
  • Maintained daily sales reports and MIS dashboards, ensuring timely and accurate business tracking.

Sales Manager

Sweet Thoughts
01.2017 - 10.2019
  • Designed and executed comprehensive sales plans, aligning goals and strategies to achieve consistent business growth.
  • Evaluated the performance and effectiveness of new products, providing feedback for improvement and market fit.
  • Actively participated in internal strategy meetings to support business acquisition and expansion initiatives.
  • Identified opportunities for new product development and business expansion, collaborating with internal departments to drive implementation.

Sales Executive

Sweet Thoughts
04.2016 - 12.2016
  • Built and managed a pipeline of prospective clients, ensuring continuous business opportunities.
  • Developed and maintained customer relationships, addressing queries and ensuring service satisfaction.
  • Handled database management and complaint resolution, improving client experience and retention.
  • Supported the sales process by maintaining constant communication with customers throughout their buying journey.

Education

MBA - Operations Management

ITM College
Navi Mumbai
02-2022

BSC - Physics

KC College
01.2018

HSC -

Dy Patil Jr College
01.2011

SSC -

DPVN School
01.2009

Skills

  • Excel
  • Advance Excel
  • Outlook
  • PowerPoint
  • MS Word

Hobbies and Interests

  • Chess
  • Cricket
  • Basketball
  • Painting
  • Travelling
  • Listening Music

Disclaimer

The resume simply summarizes my capabilities and career history, there is considerably more to relate to. I would appreciate the opportunity to specifically discuss in person what I can do for your organization.

Languages

  • English
  • Hindi
  • Marathi

Personal Information

  • Date of Birth: 02/07/93
  • Nationality: Indian
  • Marital Status: Married

Timeline

Area Sales Manager - Commercial Lines

PolicyBazaar Insurance Broker (PB Partners)
11.2022 - Current

Deputy Sales Manager (Retail Assets)

HDFC Bank Ltd.
03.2022 - 11.2022

Assistant Sales Manager (Retail Assets)

Axis Bank Ltd.
02.2021 - 03.2022

Senior Sales Officer (CASA)

IDFC First Bank
12.2019 - 01.2021

Sales Manager

Sweet Thoughts
01.2017 - 10.2019

Sales Executive

Sweet Thoughts
04.2016 - 12.2016

MBA - Operations Management

ITM College

BSC - Physics

KC College

HSC -

Dy Patil Jr College

SSC -

DPVN School

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SHRIKANT YADAV