Tarun Patel
Branch Manager
Indore
Summary
Dynamic leader with a proven track record at Varthana Finance Pvt Ltd, excelling in key account management and sales team motivation. Leveraged sales strategy development and competitor analysis to surpass goals, achieving significant revenue growth. Skilled in staff development and sales coaching, consistently enhancing team performance and client satisfaction.
Overview
12
12
years of professional experience
Work History
Sales Branch Manager
Varthana Finanace Pvt Ltd
07.2024 - Current
- Developed strong relationships with clients, resulting in increased customer satisfaction and loyalty.
- Exceeded sales targets by effectively managing branch operations and driving a high-performance sales culture.
- Collaborated with senior management to develop annual budgets, forecast revenue projections, and set sales goals.
- Optimized branch operations by streamlining processes, improving team communication, and enhancing customer service standards.
- Conducted regular performance reviews for staff members, identifying areas for improvement and creating actionable development plans.
- Expanded the client portfolio by networking at industry events and establishing strategic partnerships with complementary businesses.
- Increased sales revenue by implementing strategic marketing plans and effective sales techniques.
Sales Manager
DCB Bank
11.2023 - 06.2024
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Attended industry events and conventions to expain sales opportunities.
- Streamlined sales processes for efficiency, adopting new CRM tools and technologies.
Branch Sales Manager
Avanse Financial Services Ltd
05.2021 - 10.2023
- Resolved customer complaints to maintain high level of satisfaction.
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
- Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
- Managed branch sales, customer service, finances and recordkeeping.
- Implemented efficient inventory management systems to maintain optimal stock levels while minimizing waste and excess costs.
- Analyzed market trends and competitor activities to identify new opportunities for business expansion.
- Communicated product quality and market comparisons by creating sales presentations.
- Managed accounts to retain existing relationships and grow share of business.
Branch Sales Manager
Au Small Finance Bank
12.2020 - 04.2021
- Resolved customer complaints to maintain high level of satisfaction.
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
- Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.
- Managed branch sales, customer service, finances and recordkeeping.
- Coordinated calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists.
- Led by example, exhibiting strong work ethic and consistently meeting or exceeding individual sales targets while inspiring team members to do the same.
- Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
- Worked directly with customers and associates to handle internal and external complaints and objections.
- Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth.
- Developed and executed targeted marketing campaigns with personalized outreach, resulting in a boost in new client acquisitions.
- Maintained involvement in community affairs to foster and promote favorable bank image and public trust.
- Streamlined operations for enhanced productivity, leading to higher revenue generation and improved staff morale.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Branch Sales Manager
Profectus Capital Private Ltd.
04.2020 - 12.2020
- Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
- Managed branch sales, customer service, finances and recordkeeping.
- Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
- Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth.
- Enhanced branch reputation through active involvement in local community initiatives, fostering goodwill and generating positive word-of-mouth marketing.
- Addressed client concerns or complaints promptly with empathy and professionalism; resolved issues efficiently without compromising on service excellence standards.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Managed accounts to retain existing relationships and grow share of business.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Business Unit Manager
Indian School Finance Company Pvt Ltd
10.2018 - 04.2020
- Implemented innovative marketing initiatives for increased brand visibility and customer engagement.
- Communicated regularly with executive leadership regarding progress updates, challenges, and achievement highlights within the unit.
- Mentored junior staff members, supporting their professional growth within the organization.
- Monitored performance metrics regularly to identify areas for improvement and drive continuous progress.
Territory Manager - Sales and Service
Varthana Financr Pvt Ltd
07.2016 - 10.2018
- Increased sales revenue by developing and maintaining strong relationships with key clients.
- Negotiated favorable pricing terms with suppliers, resulting in increased profit margins for the company.
- Organized regular client meetings to review progress on goals, discuss challenges, and explore additional opportunities for collaboration.
- Implemented creative solutions for addressing customer concerns, ultimately increasing overall satisfaction ratings.
Business Development Executive
India Ratings and Reaserch Pvt Ltd.
01.2015 - 06.2016
- Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
Business Development Officer
IDBI Intech
05.2012 - 02.2014
- Generated new business with marketing initiatives and strategic plans.
- Built relationships with colleagues to facilitate teamwork, cooperation and success.
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
- Completed and submitted monthly and yearly reports to support executive decision making.
Education
MBA - Marketing And Finance
ICFAI Tripura
Indore, India 04.2001 -
Bachelor of Commerce - Commerce And Computer Application
St Aloysious College
Jabalpur, India 04.2001 -
No Degree - Commerce
Maharashtra Higher Secondary School
Jabalpur 04.2001 -
Skills
Sales team motivation
Key Account Management
Sales Presentations
Sales Reporting
Sales strategy development
Competitor Analysis
Cold-calling
Client acquisition
Sales Pipeline Management
Staff Development
Territory Management
Sales Coaching
Increasing sales
Setting sales goals
Sales Tracking
Languages
English
Upper intermediate (B2)
Reading Books
na
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved Result by completing with accuracy and efficiency.
- Resolved product issue through consumer testing.
- Supervised team of 5 staff members.
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Interests
Reading Books
Timeline
Sales Branch Manager
Varthana Finanace Pvt Ltd
07.2024 - Current
Sales Manager
DCB Bank
11.2023 - 06.2024
Branch Sales Manager
Avanse Financial Services Ltd
05.2021 - 10.2023
Branch Sales Manager
Au Small Finance Bank
12.2020 - 04.2021
Branch Sales Manager
Profectus Capital Private Ltd.
04.2020 - 12.2020
Business Unit Manager
Indian School Finance Company Pvt Ltd
10.2018 - 04.2020
Territory Manager - Sales and Service
Varthana Financr Pvt Ltd
07.2016 - 10.2018
Business Development Executive
India Ratings and Reaserch Pvt Ltd.
01.2015 - 06.2016
Business Development Officer
IDBI Intech
05.2012 - 02.2014
MBA - Marketing And Finance
ICFAI Tripura
04.2001 -
Bachelor of Commerce - Commerce And Computer Application
St Aloysious College
04.2001 -
No Degree - Commerce
Maharashtra Higher Secondary School
04.2001 -