Sonali Prakashrao Waghmare
Pune
Summary
- A goal-oriented professional with over 5 Years of industrial exposure in Business Development & Relationship Management
- Target and achievement oriented with an ability to take up challenges and perform in changing work environs, consistently achieved targets for Banca sales
- A proactive implementer with skills in Sales, responsible for managing Company Advisors, general co-ordination, scheduling of activities and orientation.
- Competent in managing sales operations, organizing promotional campaigns, building relationship with clients and Advisors for achieving desired goals
- Straight forward, honest and committed to building outstanding relationships to achieve objectives.
- Excellent interpersonal, analytical communication skills with a high degree of flexibility and resourcefulness.
- Efficient in assessing customer needs for sales opportunities.
- Possess knowledge to support & sustain a positive work environment that fosters team performance with strong communication; leadership and relationship management skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Manager
KOTAK MAHINDRA BANK
08.2024 - 03.2025
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Senior Corporate Agency Manager
HDFC Life Insurance Company
04.2018 - 04.2024
- Drive Branch Business through competitive Analysis
- Strategy planning to achieve market share over and above 90%
- Drive Upsell and cross business as per requirement
- Channel Management, daily communication and report to the senior management of HDFC Bank and HDFC life
- Driving the contest successfully
- Assisting HNI ultra HNI customers
- Joint call with PBG and SPs
- Actively involving in Operational risk mitigation and enhancing the existing operational parameters
- Implementing sales strategies to achieve exceptional result and hit KPI
- Ensure compliance with legal and regulatory requirements
- Develop and implement corporate strategies and initiatives to drive business growth
- Manage and oversee all corporate operations and activities
- Analyze market trends and competitor activities to identify opportunities and risks
Education
BSc - Agriculture
V.N.M.K.V COLLEGE
Aurangabad06.2013
HSc - Science
B.S.M. Basmath
Aurangabad06.2009
Skills
- Business Development
- Liaison and Coordination
- Sales and Marketing Channel
- Management Distribution
- Management Revenue Growth
- Relationship Management
- Competitive Analysis
- Market Analysis
Accomplishments
- Highest MDRT produced in HDFC bank.
- Successfully Hold a position in PAN India top 10 in 2019-2020
- Qualify for various international contest Like Bangkok, Goa etc.
Languages
English
Hindi
Marathi
Certification
IRDAI , STEP UP,
Additional Information
Bangkok qualified in achivement of higher target in hdfc life
Timeline
Relationship Manager
KOTAK MAHINDRA BANK
08.2024 - 03.2025
Senior Corporate Agency Manager
HDFC Life Insurance Company
04.2018 - 04.2024
BSc - Agriculture
V.N.M.K.V COLLEGE
HSc - Science
B.S.M. Basmath
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