Experience

FCB Ulka

• Advertising Services
• 200 - 300 Employee

• CRM Manager

  • Apr 2022 - Present

  Managing CRM practice for multiple clients Managed CRM platforms, Customer 360, Complaints and Grievances system. Defined roadmap for Digital transformations. Martech/MarCom infrastructure and journeys implementations Preparing project plan and executing. Arranging demos and training for newly developed enhancements. Implementing Omni Channel Journey based module for multiple trigger based communication(Voice – Live Agent, Email, SMS, WhatsApp, Push Notifications) for CRM  Planning and delivering CRM strategies across the organization with a view to retaining existing customers, increasing brand loyalty and expanding the company brand. Deciding on a final CRM structure and architecture that will work seamlessly across the business and capture crucial information along the sales funnel. Making sure the customer database is correctly segmented for targeted marketing activities. Collaborating with other departments ensure the CRM strategy works well for every aspect of the business. Development of testing strategies to guarantee the most efficient approach for the organization and its customers. Delivery of all CRM activity for the business – including e-mail, direct mail, SMS marketing, site/mobile messaging, loyalty programme(s) and other activity streams as required Proofing all campaign and ensuring that quality standards are met Source, segment, acquire and manage email marketing data, working with CRM Team and technology partners where appropriate Drive forward the performance of email marketing in terms of Open Rate, Click Through Rate and ROI whilst reducing unsubscribe rates Responsible for building personalized consumer journeys and driving business through the usage of data, analytics and continuous optimization. Track all campaigns and report performance on a regular basis. Show less

• Sr Brand Service - Digital

  • Apr 2021 - Mar 2022

  Managing CRM practice for multiple clients Managed CRM platforms, Customer 360, Complaints and Grievances system. Defined roadmap for Digital transformations. Martech/MarCom infrastructure and journeys implementations Preparing project plan and executing. Arranging demos and training for newly developed enhancements. Implementing Omni Channel Journey based module for multiple trigger based communication(Voice – Live Agent, Email, SMS, WhatsApp, Push Notifications) for CRM  Planning and delivering CRM strategies across the organization with a view to retaining existing customers, increasing brand loyalty and expanding the company brand. Deciding on a final CRM structure and architecture that will work seamlessly across the business and capture crucial information along the sales funnel. Making sure the customer database is correctly segmented for targeted marketing activities. Collaborating with other departments ensure the CRM strategy works well for every aspect of the business. Development of testing strategies to guarantee the most efficient approach for the organization and its customers. Delivery of all CRM activity for the business – including e-mail, direct mail, SMS marketing, site/mobile messaging, loyalty programme(s) and other activity streams as required Proofing all campaign and ensuring that quality standards are met Source, segment, acquire and manage email marketing data, working with CRM Team and technology partners where appropriate Drive forward the performance of email marketing in terms of Open Rate, Click Through Rate and ROI whilst reducing unsubscribe rates Responsible for building personalized consumer journeys and driving business through the usage of data, analytics and continuous optimization. Track all campaigns and report performance on a regular basis. Show less



Aniyora Business Services Pvt Ltd. (Channel Partner – HDFC Bank Ltd.)

• Mumbai Area, India

• Sales and Business Development Head

  • Sep 2018 - Mar 2021

  • Lead the sales team to source Commercial vehicle finance business through the network of Dealers, Brokers and open market. • Co ordinate with operations team to achieve Commercial Vehicle Finance - Sales targets month on month basis as per the business plan. • Build new channels of SO’s and sub DSA's and consolidate the existing team & sub brokers. • To appoint Sales Executives and sub DSA’s & drive them to source CV Business in the open market. • Cross Sell General Insurance & Life Insurance etc. as additional revenue streams with commercial vehicle finance. • To build and focus on Dealer/ Manufacturer relations to optimize the business potential. • To develop good internal communication with RM, Credit and Ops & to ensure smooth transactions. • To consistently co ordinate with operations to track collect and update PDD in system. • Monthly/Weekly/Daily MIS analysis. Show less



Urban Money

• India
• Financial Services
• 700 & Above Employee

• Branch Sales Manager

  • Nov 2017 - Sep 2018

  • Achieve revenue targets as defined by management through servicing clients in transactions of loans and mortgages through partnering Banks and NBFCs. • Control rejection of cases by promoting adherence to process norms by partner financial institutes. • Onboarding calls for cross sell and deepening of relationship on existing clients database. • Improve the efficiency and productivity through continuous training & motivation. • Stay updated on the recent changes in policy guidelines in order to educate the team. • Follow policy guidelines strictly while sourcing loans and mortgages business. • Ensure the company policies & procedures are communicated in a timely manner & adhered accordingly. • Analyze & interpret trends to facilitate planning. • Developing of team motivation, personal grooming, discipline & punctuality. • Ensure standards of quality, hygiene, customer service, health & safety are met. • Responsible for timely recruitment in line with targets to ensure achievement. • Achieving targets share & profitability of the center. • Business Improvement by providing the appropriate learning solution. • Keeping Data with online entries. • Monthly/Weekly/Daily MIS analysis. Show less



YES BANK

• India
• Banking
• 700 & Above Employee

• Branch Sales Manager

  • Nov 2015 - Nov 2017

   To sourcing Savings Accounts, Privilege Accounts through a team of sales officers  To control rejection ( Less than 2 %) of Account Opening Forms sourced by the team by promoting adherence to process norms  Onboarding calls for FDs and SIP on newly opened Saving Accounts  To maximize float on NCA and ERV saving account customers  To improve the efficiency and productivity of the team of sales officers through continuous training.  To stay updated on the recent changes in policy guidelines in order to educate the team members  To follow policy guidelines strictly while sourcing CASA, FDs and LIs. etc. Key Skills:  Ability to manage a team of sales officers through constant motivation and guidance  Ability to have a firm grasp on the market to source accounts effectively and efficiently  Ability to devise innovative sourcing strategies to meet the business targets Show less



ICICI Bank

• India
• Banking
• 700 & Above Employee

• Branch Sales Manager

  • Sep 2013 - Nov 2015

   To sourcing Savings Accounts, Privilege Accounts through a team of sales officers  To control rejection ( Less than 2 %) of Account Opening Forms sourced by the team by promoting adherence to process norms  Onboarding calls for FDs and SIP on newly opened Saving Accounts  To maximize float on NCA and ERV saving account customers  To improve the efficiency and productivity of the team of sales officers through continuous training.  To stay updated on the recent changes in policy guidelines in order to educate the team members  To follow policy guidelines strictly while sourcing CASA, FDs and LIs. etc. Key Skills:  Ability to manage a team of sales officers through constant motivation and guidance  Ability to have a firm grasp on the market to source accounts effectively and efficiently  Ability to devise innovative sourcing strategies to meet the business targets Show less



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Relationship Manager - Commercial Vehicle

  • Sep 2011 - Sep 2013

   To source Commercial vehicle business through the network of Dealers, Brokers and Open market.  To Achieve Commercial Vehicle Finance - Sales targets month on-month basis as per the business plan.  To Build new channels of FOS and DSA's and consolidate the existing team & DSAs.  To appoint Sales Executives and DSA’s & drive them to source CV Business in the open market.  Cross Sell Current / Saving Account, General Insurance & Life Insurance, Credit Cards, HSL Products etc. as additional revenue streams.  To build and focus on Dealer/ Manufacturer relations to optimize the business potential.  To develop good internal communication with Credit and Ops & to ensure smooth transactions.  To consistently tracking collection and updation of PDD in system. Show less



IKS Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Research Analyst - CRM

  • Feb 2010 - Sep 2011

   Ensuring high-quality and insightful analytic outputs that really make a difference to US based clients.  Conducting both secondary and primary research to find latest coordinates of clients like email, phone numbers, current company name, etc.  Updating the latest and correct information in the CRM system (InterAction).  Conducting research and prepare Competitive Intelligence Report for Fortune 500 companies as and when required by clients.  Preparing Dashboard on Weekly/monthly basis which provides insights on the work status assigned by clients.  Providing best possible solutions to the queries raised by team members.  Escalations of unresolved queries to clients as and when required.  Deciding the action plans for the new projects or work assigned by clients in co-ordination with team members.  Work allocation as per decided action plans among the team members.  Utilizing team as per priority of work according to client’s requirements with best possible and effective manner.  Random check on the quality of the work completed by team and addressing the errors to them with best possible resolution or method. Show less



Shriram Finance Limited

• India
• Financial Services
• 700 & Above Employee

• Product Executive - Commercial Vehicle

  • May 2006 - Jun 2009

   Sourcing Commercial vehicle business through the network of Dealers, Brokers and Open market.  Achieve Commercial Vehicle Finance - Sales targets month on-month basis as per the business plan.  Build and focus on Dealer/ Manufacturer relations to optimize the business potential.  Develop good internal communication with other departments to ensure smooth transactions.  Physically verifying the vehicle as a part of business procedure.  Conducting Valuation, FI, etc. as per business requirement.  Completing necessary Documentation required for loan procedure.  Consistently tracking existing customers and Collection of EMI’s from the customer’s.  Preparing list of defaulters and ED customers and issuing the same to recovery agents & guide them at the time of repo of vehicle.  Participate in auctions in order to liquidate the repo stock at fair price. Show less