Yogesh Pardeshi
Nashik
Summary
Accomplished in driving revenue growth and spearheading business development, I excel in sales management and strategic planning. At Profectus Capital Pvt Ltd, I significantly enhanced the mortgage business portfolio, showcasing my leadership in team coordination and market research acumen. My approach combines robust customer relationship management with a keen focus on achieving and surpassing sales targets.
Overview
14
14
years of professional experience
Work History
Senior Manager
Profectus Capital Pvt Ltd
Nashik
09.2024 - Current
- Responsible for building the mortgage business and creating a new portfolio.
- Increased company business by increasing revenue growth and adding to the new clientele base.
- Identified prospects to build new business partnerships and pipelines.
- Conducted market research to identify customer needs and trends.
- Monitored sales team performance and provided effective training to help each reach targets.
- Maintained relationships with existing clients to ensure their satisfaction with products and services offered.
Cluster Business Manager
Varthana Finance Pvt Ltd
06.2022 - 07.2024
- Responsible for building the School Loan business and developing a portfolio for the entire Nashik, Aurangabad, Ahmednagar, Jalgaon, Dhule, and Malegaon locations.
- Understanding and catering to the needs of affordable private school owners by providing financial assistance and academic support through the school loan business.
- Built and strengthened healthy relationships with the school owners, associations, and vendors that help in generating new business and references.
- Developed and implemented successful strategies for building company sales.
- Established and managed monthly, quarterly, and yearly sales plans.
- Implemented business process improvement initiatives within the department.
- Streamlined costs through proactive examination and improvement in manpower efficiency.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked flexible hours across night, weekend, and holiday shifts.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to develop and implement creative solutions to complex problems.
- Recruited and developed employees for Sales & Marketing profile with adequate training and mentoring.
Cluster Manager
Mahindra & Mahindra Financial Services
10.2018 - 08.2021
- Responsible for SME business for entire Nasik, Jalgaon, Dhule and Aurangabad location.
- Responsible for generating revenue through Business Loan, Working Capital Loan, Machinery Loan, Industrial Property Loan, Unsecured Business Loan, etc.
- Developed and maintained good relationship with Dealers and Clients which helped me in improving business and market presence substantially.
- Ensure proper execution of policies , procedures, initiatives and directives related to the organization.
- Ability to take decisions, developing new approaches and resolving issues within time frame.
- Strong influencing skills with ability to motivate and sustain the team which binds them to work efficiently and justify their productivity.
- Successfully lead and guide the team and made sure they achieve and excel in Organizational goals and personal goals.
- Implementing action plan by reviewing the team every month on month resulting in Annual goal achievement.
- Identifying Market needs and opportunities and followed best practices to fulfill and achieve the same.
- Rendered my best contribution to the Organization in developing Business as well as other activities which improved my skills, knowledge level and personal growth.
- Implemented innovative marketing campaigns that drove increased brand awareness and customer acquisition within the cluster.
Branch Manager
Electronica Finance
06.2017 - 10.2018
- Responsible for generating revenue through Business Loan, Working Capital Loan, Machinery Loan, Industrial Property Loan, Loan against Property, etc
- Managing and Monitoring daily activities related to Sales, Credit, Operation and Collections
- Assign and direct Sales team to achieve their Targets on regular basis
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Sales Manager
Pine Labs
08.2016 - 05.2017
- Responsible for generating revenue through products like Business loans to existing clients, Sourcing of new clients for Swipe machines, POS EMI apps installation, etc.
- Delivered assigned business targets by driving various sales activities by proper team management.
- Design and implement a strategic business plan that expands company’s customer base and ensure its strong presence.
- Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
- Managing existing corporate relationships of the Organization and developing new ones.
- Forecasting potential sales and revenue targets effectively from new and existing markets to maximize sales.
- Utilizing strong interpersonal skills with creative selling approaches to acquire maximum Customer base.
- Maintained Customer centric approach and followed process and procedures of the organization leading to minimum Turn-around-Time.
- Achieved Sales promotion from Assistant Manager to Sales Manager grade.
Assistant Manager
Kotak Mahindra Bank
05.2014 - 07.2016
- Managing the tasks of acquiring new clients by sourcing Saving, Current and Term Deposit accounts.
- Generating revenue through Assets Products by sourcing Home loan, Car loan, Commercial Vehicle loan, Cash Credit, Working Capital Loan, Over Draft, Term loan, Loan against Property, Gold loan, etc.
- Generating revenue by cross selling Insurance and Mutual Fund products.
- Managing Support channel by sourcing D-Mat account and Credit Cards.
- Managing customer profile through proper maintenance of AMB in Savings account and AQB in Current account with incremental Value addition.
- Maintaining strong customer relationship by proper service activations resulting in customer dependency and stickiness with the organization.
- Maximizing customer satisfaction with timely and quality service.
- Carrying out various promotional activities for sourcing new business.
- Generation of new referrals from existing as well as new clients.
Officer
ICICI Bank
12.2010 - 05.2014
- Handling the task of opening new saving, current & salary accounts.
- Cross selling Alternate products like Business Loan, Cash Credit, Working Capital Loan, Home Loan, Personal Loan, Car Loan, Gold Loan, Insurance, Mutual funds, Fixed Deposits, etc.
- Responsible for updating daily reports to the manager.
- Managing customer profile through proper maintenance of MAB in Savings account and Current account with increased float balance.
- Resolving customer issues and providing quick and quality Customer Service.
- Assisted managers in identifying various sales opportunities for the branch.
- Increased corporate relationships by sourcing new tie-ups for salary accounts.
- Increased business through networking and building new client relationships.
Education
MBA - Finance Management
K K Wagh Institute of Engineering & Research
Nashik, India04.2010
Bachelor of Commerce - Business Administration
JDB Commerce College
Nashik, India04.2007
Higher Secondary Certificate -
JDB Commerce College
Nashik, India02.2004
Secondary School Certificate -
K N Kela High School
Nashik, India03.2022
Skills
- Revenue growth
- Business development
- Market research
- Sales management
- Customer relationship management
- Portfolio management
- Team leadership
- Strategic planning
Languages
Hindi
First Language
English
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Timeline
Senior Manager
Profectus Capital Pvt Ltd
09.2024 - Current
Cluster Business Manager
Varthana Finance Pvt Ltd
06.2022 - 07.2024
Cluster Manager
Mahindra & Mahindra Financial Services
10.2018 - 08.2021
Branch Manager
Electronica Finance
06.2017 - 10.2018
Sales Manager
Pine Labs
08.2016 - 05.2017
Assistant Manager
Kotak Mahindra Bank
05.2014 - 07.2016
Officer
ICICI Bank
12.2010 - 05.2014
MBA - Finance Management
K K Wagh Institute of Engineering & Research
Bachelor of Commerce - Business Administration
JDB Commerce College
Higher Secondary Certificate -
JDB Commerce College
Secondary School Certificate -
K N Kela High School
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