Tanjeet Singh Panchi
Delhi
Summary
Dynamic, competent & result oriented professional with experience of 12 Year incorporate sales, Marketing, Relationship Management. Deftness in tracking competitor's activities and providing valuable inputs for product enhancement to increase sales & Business. Sales promotions, marketing, relationship building, Channel Partner Management. Widely handled the Retail partner and Customers of Delhi NCR, Jammu (J&K), Ludhiana (India) & Dubai. An excellent communicator coupled with proven flexible, detail-oriented abilities in handling workloads and meeting deadlines.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Territory Manager
HDFC Life/Exide Life Insurance company
09.2021 - 02.2023
- Handling Broker channel- ( Bajaj Capital & AB Brokers)
- Handling Team of Sales Managers in Punjab, Himachal & Jammu & Kashmir
- Collaborated with cross-functional teams such as marketing and finance to achieve organizational goals.
- Developed and implemented strategies to increase sales in assigned territory.
- Analyzed sales data to identify trends and opportunities for growth.
- Conducted market research to determine customer needs and preferences within the region.
- Coordinated trade shows and other promotional events to raise brand awareness in the territory.
- Provided training and support to team members on product knowledge, sales techniques, and customer service best practices.
- Resolved customer complaints promptly and professionally.
- Created presentations for potential customers highlighting products' features and benefits.
- Planned travel schedule for visiting branches within assigned territory on a regular basis.
Business Sales Manager
HDFC Life/Exide Life Insurance company
09.2020 - 09.2021
- Vertical Exposure- Banca Channel ( India Post Payment Bank)
- Managed the entire sales process from lead generation through close of sale.
- Organized trade shows, conferences, and other events to promote company's services and products.
- Provided technical support and training to internal staff on product knowledge.
- Resolved any customer complaints promptly and professionally while maintaining customer satisfaction levels.
- Resolved customer complaints regarding sales and service.
- Identified new business opportunities and developed relationships with potential customers.
Sr. Relationship Manager
Noor Bank
Dubai
05.2017 - 12.2017
- Handling Retail Banking like- STL, PL, CARDS, HOME LOAN, CASA, INSURANCE etc.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Ensured compliance with legal regulations, policies, and procedures related to banking operations.
- Identified new business opportunities through market research and analysis.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
Relationship Officer
First Gulf Bank
Dubai
02.2015 - 03.2017
- Handling Retail Banking like- STL, PL, CARDS, HOME LOAN, CASA, INSURANCE etc.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Ensured compliance with legal regulations, policies, and procedures related to banking operations.
- Identified new business opportunities through market research and analysis.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
Sales Manager
Pancard Club Ltd
Ludhiana
01.2013 - 01.2015
- Vertical exposure - Holiday Packages( Direct Channel)
- Handling team of AM's & Executives.
- Established relationships with key clients, while maintaining existing customer base.
- Created and presented monthly reports to management on sales performance.
- Collaborated with marketing team to create promotional materials for target customers.
- Managed daily operations of sales department, including supervision of staff members.
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Developed and implemented sales strategies to increase market share.
Sr. FPM ( Banca )
Aviva India Life Insurance.
Gurgaon
03.2011 - 11.2012
- Vertical Exposure- Banca.
- Generating Leads for Online Term Plan.
- Understood and followed oral and written directions.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
Education
Bachelors of Business Management - Business Management & Administration
National Institute of Management Solution
12.2011
Skills
- Microsoft Office
- Problem Solving
- Leadership
- Team Management
- Interpersonal skills
- Analytical
- Customer Relationship Management
- Business Development
- Channels and Distribution Knowledge
- Pipeline Development
- Team Collaboration and Leadership
Certification
- First Gulf Bank, Personal Banking curriculum conducted by EIBS.
- Linkedin Learning - Time Management Tips, Certificate of Completion 'Time Management Tips' course conducted by Linkedin
- Linkedin Learning - Leading Productive One on One Meetings, Certificate of Completion 'Leading Productive One on One Meetings' course conducted by Linkedin
- Linkedin Learning - Managing Teams, Certificate of Completion 'Managing Teams' course conducted by Linkedin
- Linkedin Learning - Developing Executive Presence, Certificate of Completion 'Developing Executive Presence' course conducted by Linkedin
Languages
- English
- Hindi
- Punjabi
- Dogri
Awards
- Race to Glory, Received the certificate of Race to Glory from the senior vice president of the company.
- Outstanding Performer, Received the certificate of Excellence in recognition of outstanding performance
- Tablet Mania, Awarded by Samsung Tablet for National Contest Tablet Mania winner
- Appreciation Letters, Received appreciation letter from customers
- Governor Award, Got Governor Award in SCOUTS & GUIDES for service for society from LT. Governor of J&K & Chief Minister of J&K.
- Republic Day Prade, Got Republic day participation award from Army Chief Gen JJ Singh.
Volunteer Experience
NCC, During my NCC carrier I attended lots of camps and serve nation through this. I walk on Rajpath on 26th January.
Hobbies and Interests
- Playing Basketball
- Travelling
Timeline
Territory Manager
HDFC Life/Exide Life Insurance company
09.2021 - 02.2023
Business Sales Manager
HDFC Life/Exide Life Insurance company
09.2020 - 09.2021
Sr. Relationship Manager
Noor Bank
05.2017 - 12.2017
Relationship Officer
First Gulf Bank
02.2015 - 03.2017
Sales Manager
Pancard Club Ltd
01.2013 - 01.2015
Sr. FPM ( Banca )
Aviva India Life Insurance.
03.2011 - 11.2012
Bachelors of Business Management - Business Management & Administration
National Institute of Management Solution
- First Gulf Bank, Personal Banking curriculum conducted by EIBS.
- Linkedin Learning - Time Management Tips, Certificate of Completion 'Time Management Tips' course conducted by Linkedin
- Linkedin Learning - Leading Productive One on One Meetings, Certificate of Completion 'Leading Productive One on One Meetings' course conducted by Linkedin
- Linkedin Learning - Managing Teams, Certificate of Completion 'Managing Teams' course conducted by Linkedin
- Linkedin Learning - Developing Executive Presence, Certificate of Completion 'Developing Executive Presence' course conducted by Linkedin
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