Classification - Public

PH

Profile
Strengths
Currently Sales Manager with HDFC
Ergo providing Insurance plans to Sales management
HNI customers, I’m a polished
Independently drive teams for B2C sales virtually as well as
professional with 10 years of
Face to Face for banking and insurance products, and
experience in Banking, sales, HNI
achieve targets agreed with the organisation
Relationship management. I also
hold a Masters degree in computer Workforce Management
application and have 2 years of
Experienced in managing workforce efficiency by
experience in web designing and
implementation processes and emphatically handling people
graphic designing using platforms
issues resulting into high performance teams – Attrition
like Python, PHP, Java.
remained 0% in previous FY

Good Analytical skills

Contact
Ability to track and analyse business trends, draw insights and
Phone: guide the team to achieve common business goals
997-958-5606 Advocate customer first approach

Sensitivity towards customer queries, feedbacks, requests and

Email ID: complaints. Expertise in managing escalated complaints to
[email protected] draw amicable resolution.

Date of Birth: Partnering with Stakeholders

30th July 1988 Co-ordial relationship with various stake holders such as
channel partners, HR, Operations and other support functions
to ensure smooth and effective sales

Creativity

Ability to come up with creative ideas implemented in both

Web and Graphic designing as well as sales

Classification - Public
 Classification - Public

Work Experience

Academic HDFC Life – Nov 2023 - Ongoing

Designation: Senior Business Associate Manager
Achievements:
Bachelors of Commerce - Have achieved month on month targets for Life
University of Gujarat - Ahmedabad Insurance
- 0 cancellations
Diploma in Multi-programming
C-Dac Institute - Ahmedabad

Role:
Masters in Computer Application
Gujarat Technical Institute - - Support Virtual relationship RMs in providing Life
Gandhinagar Insurance solutions to Managed customers
- End to End support to the customers for sales as well as
service related to their Life Insurance policies
- Assist VRMs to identify the customers and offer them
Computer Applications appropriate plans
- Maintain 13th month persistency
Oracle 8i - Plan drives for RM activation, Lead generation and
C++ Premium collection
SQL - Managing Reports and MIS
HTML5 - Train and guide new RMs on floors on pitches and
Python objection handling
CSS - Meeting customers for sales and services
Framework database
Photoshop HDFC ERGO – Sept 2021 -till date
Graphics designing Designation: Sales Manager (Deputy Manager)
Web designing & development Achievements:
- Have increased mind share for HDFC Ergo Sales at HDFC
bank channel from 20% M-o-M to 75% M-o-M average
Certification - Year on Year 26% increase in channel sales
- Activation of non-moving products at channel.
-Diploma in multiprogramming
- Increased average ticket size (ATS) from 11.2k to 14.7k
- Restricted policy cancellations under 2% out of ~140
policies sold during the year

Role:
- Increase mindshare for HDFC Ergo at HDFC Virtual
Relationship channel as compared to other competing
Insurers
- Achieve annual sales target for sales of general
insurance and health insurance policies
- Restrict policy cancellations and manage customer
complaints and queries
- Handling team size of 10 verifiers and Guide and mentor
the team of 5 verifiers to achieve sales target
- Manage Hiring, Retention and staffing as per approved
head count
- Managing Reports and business trends

Classification - Public
 Classification - Public

Kotak Mahindra Bank – Jan 2021 – Sept 2021

Designation: Branch Relationship Manager
Achievements:
- In my brief stint at the bank, I had achieved my half
Hard Skills yearly sales targets across products and revenue
generation
-Good presentation skills - Have increased my book from 3.5 crs to 5 crs
-Analytical skills - Achieved Life Insurance business of 30 lakhs against the
-Sales management plan of 27 lakhs for the period
-Recruitment - Received multiple customer appreciation for excellent
and prompt service
-Strong quality management

Role:
Soft Skills - Meet the income or revenue target set for the portfolio
being handled
-Team Building - Identify the opportunities available in the portfolio
-Decision making - Contact the customers as per the defined target and
-Creative solutions plan.
-Strong communication - Establish contact with the customer on all the triggers,
-Result orientation birthday calls, service calls to make effective
-Willingness to learn conversation
- Effective interaction or communication to be done with
customer
- Every conversation made to the customer to be
properly updated in the CRM with complete details
- Identify the opportunities in the portfolio and close on
the opportunities
- Meet the targets of the defined products given
- Follow up on the leads generated towards closure
- Follow all the guidelines as defined and comply with the
processes set

HDFC Bank – Sept 2017 – Jan 2021

Designation: Virtual Relationship Manager
Achievements:
- Won multiple awards and accolades for target
achievement across products
- Instituted the practice of big amount Life Insurance
policy premium. Was the 1st RM to source policy of 5+
lakhs LI premium in the entire team of 50 people
- Year on Year 120% achievement against target for
revenue generation

Classification - Public
 Classification - Public

Language Proficiency
Role:
- Manage and increase CASA book size of the portfolio.
English: Proficient Book increased from 27 crs. to 98 crs. in 4 years
Hindi: Proficient (customer base increased from 700 to 1150) through NTB
French: Good & Family CASA Acquisition & Balance retention
Gujarati: Good - Achieve cross sell targets across Assets, Liability,
Punjabi: Good Deepening & investment products like Life Insurance,
General Insurance & Demat+ Trading A/cs
A creative painter who loves to - Guide customers to invest in SIP and Lumpsum funds
canvas portrait and landscapes through HDFC’s Online portal with support from various
AMCs
- Build and maintain relationships with new and existing
clients while providing high level of expertise.
- Communicate regularly with clients to understand
Trivia needs, evaluate current product use and cross-sell new
products.
I am a sports enthusiast with - Monitor issues carefully and reached out to customers
accolades in badminton and to provide immediate resolution and Maintain
kabaddi satisfaction.
- Assist customers with needs such as opening accounts,
A creative painter who loves to depositing or transferring funds, updating account
canvas portrait and landscapes details and signing up for new services.
- Network with business leaders and executives to identify
clientele within local community.

Location Mangalam Information Technologies Pvt. Ltd. – Aug 2015 – Aug

2017
Current Location: Pune Designation: Organisational Assistant

Preferred Location: Role:

Ahmedabad, Pune - Monitor and evaluated teams, identifying and targeting
opportunities for improvement. Performed data analysis
especially financial data
- Maintain clean and well-organized production areas to
avoid violations or unnecessary work delays due to
hazards or inefficient layouts.
- Evaluate employee skills and knowledge regularly,
providing hands-on training and mentoring to
individuals with lagging skills.
- Evaluate employees' strengths and assigned tasks
based upon experience

Classification - Public
 Classification - Public

Skyy CreaTech Services Pvt. Ltd. – Jan 2014 – Jul 2015

Designation: Web Designer
Role:
- Develop multiple mobile websites for nonprofit
organizations offering neighborhood market analysis to
government and business clients.
- Implement website and integrated solutions into
business operations for Skyy CreaTech services private
limited.
- Promote brand identity by creating company logos and
delivering attractive, user-friendly and unique website.
- Develop site content and graphics by coordinating
copywriting, and designing images, icons, banners and
enhancements.
- Create web images in alignment with company
message, including strategically
- Use visuals to highlight featured products and services
and producing content that converts users to
purchasers.
- Develop site navigation by categorizing content and
funneling traffic through content.
- Create HTML and CSS designs in CMS environment.

Serpent Consultant Pvt. Ltd. – Jun 2013 – Dec 2014

Designation: Web Designer - Python
Role:
- Remain abreast of developments in related Python
frameworks, including data base and SQL.
- Design customer-facing front end for project websites
relying heavily on data-driven back end processing
- Work independently to design, develop and test code
for Serpent consultant private ltd

Classification - Public