Vivek Mohan
Mumbai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
Work History
National Account Head
Bajaj Allianz Life Insurance Co Ltd
06.2022 - Current
- Identified profitable business leads and built pipeline of prospective customers.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Performed projects under-budget and on-time, maximizing efficiencies of print campaigns.
- Managed, supported and grew business relationships with existing accounts and developed strategies to increase sales and revenue.
- Forecasted sales and established processes to achieve sales objectives and related metrics.
Channel Head
ICICI Prudential AMC
11.2018 - 06.2022
Area Manager
Indusind Bank
01.2017 - 11.2018
- Worked as an Area Manager for South Mumbai Cluster
- Managing a Team and developing them for business prospects
- Directed workforce planning, customer retention, and customer service management for multiple locations.
- Dedicated to expanding client bases by building lasting relationships.
- Transformed underperforming teams into productive, profitable teams.
- Exceeded sales targets with well-developed sales strategy and empowering team coaching.
Relationship Manager
Kotak Mahindra Bank
07.2015 - 01.2017
- Worked with Cadell Road Branch to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Front Desk Officer
AXIS Bank Ltd
11.2013 - 07.2015
- Worked at AXIS Bank Dadar West Branch
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Used quick response and dynamic service skills to build relationships with patrons and improve customer retention rate.
- Kept accounts in balance and ran daily reports to verify totals.
- Sales of Third Party Products and generating Fee revenue to the branch
Education
MBA - Finance
VIIT, Baramati
Pune04.2012
B.Com Banking & Insurance - Banking & Insurance
G.N.Khalsa College
Mumbai03.2010
Skills
- Solution Selling
- Client Relationship Building
- NRI Taxation Expertise in Insurance
- Strategic Planning Skills
Timeline
National Account Head
Bajaj Allianz Life Insurance Co Ltd
06.2022 - Current
Channel Head
ICICI Prudential AMC
11.2018 - 06.2022
Area Manager
Indusind Bank
01.2017 - 11.2018
Relationship Manager
Kotak Mahindra Bank
07.2015 - 01.2017
Front Desk Officer
AXIS Bank Ltd
11.2013 - 07.2015
MBA - Finance
VIIT, Baramati
B.Com Banking & Insurance - Banking & Insurance
G.N.Khalsa College
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