Sonia Ranjit Malkhani
Investment & Insurance Banker
Nalasopara East
Summary
I am looking for an opening, which will give me the leverage to apply my knowledge and skills gained in the field of Sales and Marketing to be a productive employee to the organization. I aspire to lead an enterprise successfully in the long term.
Productive Cluster Manager with over 10 years of experience. Lengthy financial track record with expertise in sales and marketing.
Overview
11
11
years of professional experience
2016
2016
years of post-secondary education
6
6
Certifications
Work History
Cluster Manager
Aditya Birla Sun Life Insurance Co. Ltd.
06.2017 - Current
- 2017 - Joined as Private Banking Manager (HDFC)
- 2018 - promoted to Sr Private Banking manager (HDFC)
- 2019 - promoted to Deputy Manager in NRI team (HDFC)
- 2022 - Promoted Senior Manager (HDFC)
- 2024 - Promoted as Cluster Head (IDFC)
- 2025 Currently managing team of 5 RO. making sure Target VS Achievement, Incentive earning, Persistency, Mindshare, qualification for domestic and international contest.
- Currently holding KPI 1st Position Pan India.
- YTD 150% + as on December 2024.
- Have 40% mindshare MOM.
Competition (HDFC life, TATA AIA, Bajaj, IPru
- Higher Achievers Club
- Qualified for GOA Contest (May-2018)
- Qualified for ISTANBUL Contest (Nov-2018)
- Qualified for Dubai Contest (May-2019)
- Qualified for Thailand contest (OCT-2022)
- Qualified for Cordelia contest (July 2024)
- Qualified for GOA contest (Dec-2024)
- Qualified for outstanding contribution Dec 2024
- Qualified for Champions league contest Aug 24 and RRR contest Dec 24
Senior Finance Service Manager
ICICI Prudential Life Insurance
08.2015 - 06.2017
- Drive business from branch staff
- Make branch staff qualifying for local & International contest
- Over achieve branch's target
- Maintain MIS
- Arrange Business promotional activities in branch & nearby arena
- Branch hit 146% of allotted Annual Target FY 2015-16
- Qualified for Bangalore “UNSTOPPABLE” Contest in May - 2016
- Qualified for “International Achiever Summit” for BANGKOK & THAILAND in 2016
- Branch hit 162% of allotted Annual Target FY 2016-17
- Branch always stood amongst Top-5 Branch of Cluster
Admin Executive
MAHINDRA EPC
12.2013 - 12.2014
- Arranging Travel Bookings (Air, Train, Car, Bus) for site Engineers
- Scrutinizing travel vouchers, Reimbursements
- Managing Data Cards and their billings (Airtel, Reliance, Vodafone)
- Managing company Assets including Laptops Inventory, Printers etc
- Settling Site Imprest (Budgeting) for various project sites - Rawra, Bikaner, Chennai, Jodhpur, Arupakottai, Vadodra, Bhuj etc...)
- Reduced cost by 23%
- Zero defect billings
Education
Graduate - Commerce
Mumbai University
Part time MBA - Marketing
Thakur’s Kandivali
01.2019 - 01.2022
Skills
Sales and Operations management
Corporate communications
Workforce planning
Problem-solving aptitude
Team leadership
Business development
Performance tracking and evaluation
Training and development
Goal setting
Lead generation
Customer service
Problem-solving abilities
Task prioritization
Multitasking Abilities
Effective communication
Certification
Ms-CIT
Personal Information
- Date of Birth: 12/30/92
- Gender: Female
- Marital Status: Married
Training
- Personality Development
- Communication Skills
- Dress code and Business ethics
Timeline
Part time MBA - Marketing
Thakur’s Kandivali
01.2019 - 01.2022
Cluster Manager
Aditya Birla Sun Life Insurance Co. Ltd.
06.2017 - Current
Senior Finance Service Manager
ICICI Prudential Life Insurance
08.2015 - 06.2017
Admin Executive
MAHINDRA EPC
12.2013 - 12.2014
Graduate - Commerce
Mumbai University