Vishal Katariya

• Led a team of 10 to 12 members to drive banking revenue through the promotion and sale of banking products, including wealth management, asset products, and liability products.
• Ensured the team met or exceeded sales targets, while maintaining service excellence and compliance.
• Set clear objectives and developed sales strategies to align with individual and team goals.
• Conducted regular training to enhance product knowledge, and improve client engagement.
• Monitored team performance using KPIs such as sales volume, client satisfaction, and conversion rates, implementing strategies for improvement.
• Fostered a collaborative team culture, encouraging open communication, teamwork, and mutual support.
• Maximized revenue generation by leveraging team strengths and promoting continuous improvement.

• Offered bespoke financial strategies for wealth management to meet specific client goals.
• Managed investment portfolios by designing, implementing, monitoring activities for optimization.
• Communicated portfolio updates effectively while discussing current market conditions.
• Built trust with clients by providing thorough portfolio assessments combined with personalized support.

• Provided wealth management solutions aligned with long-term goals.
• Optimized fund management workflows to enhance client satisfaction.
• Monitored portfolio performance continuously to enhance profitability and reduce financial vulnerabilities.
• Delivered frequent reports about strategies, market developments, and performance metrics.

• Facilitated goal alignment between Bank of India and Star Union Dai-ichi Life Insurance.
• Strengthened connections with clients, increasing sales growth.

• Outlined advantages and coverage details for various term insurance options.
• Executed in-depth analysis of insurance requirements and financial objectives for clients.
• Created personalized term insurance packages reflecting client requirements.
• Assisted clients in navigating the application process, maintaining precise documentation.
• Resolved customer questions effectively.

As an insurance sales representative at Hexaware, I surpassed my sales goals. I listened to what clients needed, and offered tailored service, helping them understand their coverage choices.