Karthik G

Operations Associate

Pune, Maharashtra, India2 yrs 10 mos experience

Key Highlights

Stackforce AI infers this person is a Fintech sales professional with expertise in corporate and government pension systems.

Bank Relationship ManagementCorporate Sales

Client Relationship StrengtheningGovernment SalesLead GenerationPublic RelationsPublic SpeakingSales Presentations

Dec 2024 – Present · 1 yr 3 mos · Pune, Maharashtra, India · On-site

📊 Managing a Hybrid model across Corporate & Government NPS, driving adoption and awareness in both segments.
🏛️ Taking appointments in central and state government offices, delivering presentations, and converting leads under SBI Pension Funds – including regular follow-ups for Vatsalya accounts.
🤝 Collaborating with SBI Regional Managers and verticals like CCG, CAG, and SME to generate and convert leads.
🏢 Visiting SBI AO, RBO, and LHO offices regularly for lead generation, relationship building, and servicing.
🌐 Driving corporate NPS growth in open markets (Pune) – onboarding new companies through webinars, seminars, and onsite helpdesks.
💸 Ensuring timely monthly employer contributions, providing end-to-end servicing and support for every onboarded corporate.

Bank Relationship ManagementClient Relationship StrengtheningSales PresentationsPublic SpeakingPublic RelationsCorporate Sales+1

May 2023 – Dec 2024 · 1 yr 7 mos · Pune, Maharashtra, India · Hybrid

🚀 Spearheaded lead generation and successfully onboarded multiple corporates under the National Pension System (NPS), contributing to consistent business growth.
👥 Led and mentored a team of sales officers to drive employee-level NPS activations, ensuring seamless account opening and onboarding.
📈 Strategized and executed targeted sales campaigns in collaboration with ICICI Bank, resulting in a 15% increase in sales for the ROMG region through channel-driven initiatives.
🤝 Built and nurtured strong relationships with both new and existing corporate clients by conducting regular engagement sessions, helpdesks, and educational webinars.
💼 Ensured timely employer contributions for all sourced accounts, maintaining compliance and maximizing employee benefits under corporate NPS.

Bank Relationship ManagementClient Relationship StrengtheningSales PresentationsPublic SpeakingPublic RelationsCorporate Sales+1