VISHAL PANDEY
FLAT NO.20 3RD FLOOR NARYAN BUILDING ARDESHAR DADI STREET MUMBAI
Summary
Accomplished Business Development Manager with solid record directing sales and marketing activities. Persuasive negotiator with diplomatic communication style and relationship-building expertise. Collaborative professional committed to providing clients with reasonable, business-smart solutions to common issues. Meticulous as Business Development Manager with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and dedicated to satisfying customers.
Overview
7
7
years of professional experience
Work History
Business Development Manager
SBI LIFE INSURANCE C0.
MUMBAI CITY
06.2023 - Current
- Maintained a database of existing customers and prospective leads.
- Supported sales team members to drive growth and development.
- Leveraged cold calling, in-person visits and referrals to build leads.
- Developed short-term and long-term vision and strategy to achieve targeted sales objectives.
- Participated in weekly meetings with executive leadership team members to discuss progress toward goals.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Monitored competitors' activities, prices, products, services., in order to stay ahead of the competition.
SENIOR CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE CO.
MUMBAI
11.2022 - 06.2024
- Created financial plans for clients and monitored their progress.
- Organized meetings and conferences between senior management and clients.
- Developed strategies to increase efficiency within the organization.
- Provided training sessions on company policies and procedures for employees.
- Established and met daily targets for telephone or electronic communication and personal visits to clients and prospects to achieve solicitation volume proportionate to revenue targets.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Delegated work to staff, setting priorities and goals.
- Reviewed completed work to verify consistency, quality and conformance.
Business Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE CO.
MUMBAI
09.2019 - 03.2021
- 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.
- Ensured timely delivery of products and services to meet customer expectations.
- Established strong relationships with key decision makers at client organizations.
Relationship Manager-DBS Assurebanking
TATA AIA LIFE INSURANCE CO.
MUMBAI
06.2017 - 09.2019
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Generated reports regarding customer interactions, performance metrics, revenue goals.
- Maintained accurate records of all client interactions within the company's CRM system.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Education
Bachelor of Commerce - COMMERCE
Kishinchand Chellaram College
MUMBAI04-2018
HSC - COMMERCE
BJPC INSTITUTION
MUMBAI02-2015
SSC - SSC
Marwari Commercial High School
Mumbai06-2013
Skills
- MS Office
- Microsoft Excel
- Derivatives trading
- Financial Management
- Decision-Making
- Attention to Detail
- Portfolio Management
- Investment Analysis
- Competitive Analysis
- Business research
- Technical Analysis
- Ratio analysis
- Public Speaking
- Research
Accomplishments
- Top performer in the organization.
- Received awards like best performer employee of the year.
- Received awards like best performer employee of the Month.
- Achieve many trip contest across the India as well as outside of India.
- Several leadership roles at Rotaract Club (2016 - 2017).
Languages
English
First Language
Hindi
Proficient (C2)
C2
Marathi
Intermediate (B1)
B1
Timeline
Business Development Manager
SBI LIFE INSURANCE C0.
06.2023 - Current
SENIOR CORPORATE AGENCY MANAGER
HDFC LIFE INSURANCE CO.
11.2022 - 06.2024
Business Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE CO.
09.2019 - 03.2021
Relationship Manager-DBS Assurebanking
TATA AIA LIFE INSURANCE CO.
06.2017 - 09.2019
Bachelor of Commerce - COMMERCE
Kishinchand Chellaram College
HSC - COMMERCE
BJPC INSTITUTION
SSC - SSC
Marwari Commercial High School
Similar Profiles
Ankit GuptaAnkit Gupta
Zonal Area Manager at SBI Life Insurance CompanyZonal Area Manager at SBI Life Insurance Company
Veedhi MauryaVeedhi Maurya
Branch Manager at SBI Life InsuranceBranch Manager at SBI Life Insurance
SREEJITH CKSREEJITH CK
DEVELOPMENT MANAGER at SBI LIFE INSURANCEDEVELOPMENT MANAGER at SBI LIFE INSURANCE