Dec 2015 – Dec 2016 · 1 yr · Mumbai Metropolitan Region

• Senior Relationship Manager for Affinity Sales and New Business Development
• Responsible for achieving Affinity Sales Growth through new acquisition and retaining existing client.
• Identifying and filling product gaps and generate new ideas and strategic partnerships that grows market share, leverage brand and increase loyalty of customers for the Clients.
• Develop and execute marketing campaigns in order to grow the Affinity Programs, through the use of existing and new marketing channels
• Managing the entire sales cycle. Proactively identifying and developing new sales possibilities, negotiating, presenting suitable solutions and closing the deal.

Sep 2015 – Dec 2015 · 3 mos · Mumbai Metropolitan Region

• Senior Relationship Manager for Preferred Clients of HDFC Bank .
• Handled High Net worth Clients end to end Relationship Management.
• Advising clients on a range of investment opportunities for their financial growth, including Portfolio Management and other customized service requirements.
• Recommending suitable financial products and effectively handling all banking query of the client.

Mar 2010 – Sep 2015 · 5 yrs 6 mos · Mumbai Metropolitan Region

• Handle a team of 7 unit Sales Manager and 2 Trainees and with the help of this team ensuring that the territory achieves its Insurance sales target.
• Handled Directly and actively advising HNI and Ultra HNI Clients, for all their Insurance needs.
• Understanding the market kinetics and implementing marketing activities so as to increase awareness about the Insurance product and generate business.
• Identifying and Implementing new business development opportunities for Channel Partner.
• Responsible for Meeting the set targets, Branch Training on the Product and also updating branch on new product offerings.
• Periodic review of team’s performance against defined targets and setting agenda for the month.
• Regular communication and update on Channel’s performance through MIS and presentations to them.

Apr 2008 – Jun 2008 · 2 mos

• The project aimed at new business development and devising & implementing viral/online marketing tactics for Papam and probing & profiling of prospective B2B clients and increases the corporate sales.
• To study the different target markets for the product & services provided & then to identify one sector and formulate a strategy to approach that sector and to develop promotional and marketing tactics to attract retail consumers.

Aug 2007 – Jun 2008 · 10 mos · Bengaluru, Karnataka, India

•  I was part of the Business Intelligence (BI) team which looked into the intra THBS work.
•  Had to timely construct the database query for reporting and designing purposes.
•  Actively involved in performance enhancement and quality assurance of Designing.
•  Participating in discussions on project implementation.
•  The role encompassed team management, project resource and time estimation and requirement gathering and analysis.