Shubham Joshi
Chandigarh
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
6
6
years of professional experience
1
1
Certification
Work History
Sales Manager
Aditya Birla Sun Life Insurance
12.2022 - Current
- Successfully managing sales team of 10+ people to meet and achieve-sales goals.
- Developed and implemented sales plan with HDFC Bank to expand customer base and increase numbers.
- Monitored the performance of sales team members and worked to increase team morale and motivation.
- Doing meetings with the clients, to address their queries and support.
- Engaging clients in other activities like solving banking issues, insurance, policies, etc.
- Our daily core activity involves bridging the gap between bankers and our team. We conduct weekly reviews with unit heads and the regional head to assess performance, gather essential feedback, and enhance business. Additionally, we engage in joint calls with ROs and bankers to enhance business opportunities.
Assistant Manager
Aditya Birla Sun Life Insurance
05.2020 - 12.2022
- Always provided excellent customer service.
- Helped to increase customer retention by striving to create wonderful customer experiences.
- Helping relationship bankers by closing calls, leads, opportunities.
Senior Client Relationship Manager
Aditya Birla Sun Life Insurance
01.2020 - 05.2022
- Floor support & handholding Personal Banker's for Lead Generation.
- Distribution & Channel Management.
- HDFC Bank Relationship.
Relationship Manager - Retail Agri.
HDFC Bank
11.2018 - 01.2020
- Agri Sales.
- Handling Agricultural Loans.
- Leading a team of 3 members.
- From Sourcing till disbursement.
- Covering targets for the bank's other products as well.
Marketing Executive
Radix Pharmaceuticals
- PCD and Third Party Calling.
- Doing promotion of products and updating on site and application.
- Maintain Relation with existing plus new customers.
- Maintain NRX products.
Education
MBA - Marketing & HR
IKG PTU
Jalandar01.2018
BA -
PANJAB UNIVERSITY
01.2016
Class XII -
C.B.S.E
01.2013
Class X -
C.B.S.E
01.2011
Skills
- MS Office
- Leadership
- Customer service
- Communication
- Relationship building
Certification
- Digital Marketing Certification, 09/13/16 - 10/10/16
- GJ-Incondite, 03/17/17
- Golf Workshop, 09/21/16 - 09/29/16
- EDX Course, Completed EDX courses on communication strategically, networking or interview.
- Dinning Etiquette Workshop, 02/04/17
Extracurricular Activities
Competitions, Participated in 'Pratibha' Youth festival of GJIMT held on 03/02/17. Competitions, Participated in 'Virasat', Youth Festival of GGDSD College, Chandigarh. Volunteer, Worked as a volunteer in organizing Blood Donation Camp held at GJIMT.
Hobbies and Interests
MS Office, Leadership, Customer service, Communication, Relationship building, Traveling, Singing
Projects
Marketing Project, A study on Consumer Behavior on Patanjali Product Users. HR Project, A study on Relationship Management- A case Study of Shiv Enterprise Pvt. Ltd.
Internship Details
Radix Pharmaceuticals, Marketing Executive, PCD and Third Party Calling., Doing promotion of products and updating on site and application., Maintain Relation with existing plus new customers., Maintain NRX products.
Personal Information
- Father's Name: Mr. Brij Mohan Joshi
- Date of Birth: 01/31/95
Languages
English
Proficient
C2
Hindi
Proficient
C2
Punjabi
Proficient
C2
Timeline
Sales Manager
Aditya Birla Sun Life Insurance
12.2022 - Current
Assistant Manager
Aditya Birla Sun Life Insurance
05.2020 - 12.2022
Senior Client Relationship Manager
Aditya Birla Sun Life Insurance
01.2020 - 05.2022
Relationship Manager - Retail Agri.
HDFC Bank
11.2018 - 01.2020
Marketing Executive
Radix Pharmaceuticals
MBA - Marketing & HR
IKG PTU
BA -
PANJAB UNIVERSITY
Class XII -
C.B.S.E
Class X -
C.B.S.E