Vaibhav Jain
Indore
Summary
Experienced in team management and leadership, excelling in utilizing effective communication to motivate and guide teams. Track record of implementing strategies that enhance team performance and productivity. Professional leader with proven ability to guide teams towards achieving objectives and enhancing productivity. Reliable and adaptable, fostering a collaborative environment. Known for strategic planning skills and expertise in conflict resolution.
Overview
7
7
years of professional experience
Work History
Team Leader
POLICY BAZAAR.com
10.2024 - 01.2025
- Team Leader with experience in driving sales growth and managing team, focused on increasing awareness of term insurance and Policy Bazaar services, providing product updates and educating customers
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Skilled in building strategies to reach more customers and achieve business goals
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Channel Sales Manager
IDFC FIRST BANK
05.2023 - 08.2024
- In my role as Channel Sales Manager overseeing Madhya Pradesh, I've driven a 20% increase in sales within the region
- My primary focus lies in cultivating robust partnerships and devising impactful sales strategies
- I am dedicated to supporting my team's success and continuously seek new avenues to expand our business footprint
- Achieve a 5% increase in sales in Indore
- Led a team of Relationship Managers to drive performance and meet targets
- Promoted awareness of policy bazaar and term insurance across the city
- Provided regular product knowledge updates and training to the team
- Educated customers on the value and benefits of term insurance
- Developed and implemented strategies to maximize customer reach and engagement
- Developing and implementing strategic sales plans to expand market reach and achieve sales targets
- Building and nurturing relationships with key channel partners to drive business growth
- Analyzing market trends and competitor activities to identify new business opportunities
- Leading and mentoring a high-performing sales team to exceed performance goals
- Developed customized sales plans for each channel partner, driving increased revenue.
- Established clear expectations for performance within the Channel Sales Manager role, fostering accountability among team members.
- Developed solutions with partners to aid in winning new business.
- Increased channel partner sales by developing and implementing effective strategies.
- Launched new product offerings into the channel market successfully by collaborating closely with product management teams during planning stages.
- Expanded company''s market reach through identifying and recruiting strategic channel partners.
- Prepared sales presentations for clients showing success and credibility of products.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Retail Banking professional
ICICI Bank
09.2021 - 05.2023
- Retail Banking professional handling the Gwalior region, where I've increased sales by 22%
- I focus on giving great customer service and offering personalized banking solutions
- During my tenure at ICICI Bank, I was entrusted with managing client portfolios and delivering customized financial solutions
- My efforts led to a notable 38% increase in wealth for the organization within my segment in the Gwalior region
- My dedication to client satisfaction and commitment to excellence were recognized, resulting in a promotion to Retail Manager
- Built strong client relationships, increasing retention by 30%
- Led sales team to exceed quarterly targets by 25%
- Adapted to market trends, ensuring competitiveness and compliance
- Implemented digital tools, boosting online transactions by 40%
- Promoted financial literacy, increasing local engagement by 20%
- Successfully increased portfolio value by 38%
- Achieved promotion to Retail Manager for outstanding performance
- Cultivated long-term client relationships, boosting client retention
- Reduced the number of escalated customer complaints by addressing issues proactively and effectively.
- Developed strong relationships with customers through consistent communication and follow-up on inquiries or concerns.
- Resolved complex customer service issues promptly as a trusted advisor for both clients and colleagues alike.
- Collaborated closely with other departments such as credit card services or mortgage lending to ensure seamless service delivery for customers.
- Conducted regular staff training sessions for continuous skill development and improved service delivery standards.
- Handled cash management responsibilities diligently, including balancing teller drawers daily, preparing deposits, and managing vault inventory.
- Increased customer satisfaction by providing efficient and personalized banking solutions.
- Handled various accounting transactions.
Business Development Manager
Castle & Company
05.2020 - 06.2021
- With expertise in converting leads into loyal clients, I achieve an impressive 82% conversion rate and maintain a strong 49% client retention rate
- Through a proactive sales approach and personalized solutions, I excel in meeting diverse client needs
- I am enthusiastic about driving growth and contributing to the success of Castle & Company
- Achieved an 82% conversion rate of leads into clients
- Maintained a 49% client retention rate through personalized service
- Implemented proactive sales strategies resulting in consistent business growth
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Built relationships with customers and community to establish long-term business growth.
- Generated new business with marketing initiatives and strategic plans.
Client Relationship Manager
PEARL INSURANCE BROKERS CO. LLC
04.2019 - 07.2019
- As a Client Relationship Manager, I am responsible for:
- Serving as the main contact for clients, providing personalized support
- Developing trust-based relationships
- Tailoring strategies to client goals
- Monitoring and improving client performance
- Resolving issues promptly
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Negotiated contracts with clients to secure long-term partnerships while safeguarding company interests.
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
- Developed strong report with clients through consistent follow-up and attention to detail.
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures.
- Assessed client needs and developed plans to adequately address current and future objectives.
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
Business Development Manager
ORIENT UNB TAKAFUL Pjsc
04.2018 - 01.2019
- Conduct sales meetings, both online and offline, presenting compelling solutions and closing deals effectively
- Increased brand visibility with creation and execution of comprehensive digital marketing strategy.
- Drive strategic growth initiatives, utilizing strong communication skills and a client-centric approach to exceed company sales targets
- I specialize in B2B sales and client relationship management, consistently delivering results that contribute to the company's success
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Generated new business with marketing initiatives and strategic plans.
Education
PGDM - Marketing Management
Indore Indira Business School
07.2018
Bachelor of Business Administration -
Renaissance College of Commerce & Management
07.2016
Diploma - Digital Marketing
S-TEK IT Education
11.2019
Skills
- Financial Performance Management
- Market Expansion Strategies
- Long-Term Planning
- VRM
- Accurate Financial Documentation
- Effective Negotiation Techniques
- Customer Relationship Development
- Team Management
- Digital Marketing Strategies
- Entry-Level Tableau Skills
- Targeted Lead Acquisition
- Engaging Client Presentations
- Branch Management
- Teamwork and collaboration
- Negotiations
- Problem-solving
- Business development
- Cash handling accuracy
- Team motivation
- Client confidentiality
- New business development
- Customer acquisition
- Loan processing
- Goals and performance
- Cross-selling products
- Operations
- Documentation and reporting
- CRM management
- Channel development
- Lead generation
Hindi, English
Beginner
Languages
English
Beginner (A1)
Timeline
Team Leader
POLICY BAZAAR.com
10.2024 - 01.2025
Channel Sales Manager
IDFC FIRST BANK
05.2023 - 08.2024
Retail Banking professional
ICICI Bank
09.2021 - 05.2023
Business Development Manager
Castle & Company
05.2020 - 06.2021
Client Relationship Manager
PEARL INSURANCE BROKERS CO. LLC
04.2019 - 07.2019
Business Development Manager
ORIENT UNB TAKAFUL Pjsc
04.2018 - 01.2019
Bachelor of Business Administration -
Renaissance College of Commerce & Management
Diploma - Digital Marketing
S-TEK IT Education
PGDM - Marketing Management
Indore Indira Business School
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