Amit Anand
Summary
A results-oriented business development and financial services professional with over 10 years of experience in the banking and insurance sectors. Demonstrates expertise in portfolio management, team leadership, and client acquisition. Proven track record of driving growth through strategic market engagement, new lead generation, and operational excellence. Skilled in managing high-value client portfolios, executing targeted marketing initiatives, and fostering robust customer relationships. Adept at handling diverse financial products, with notable achievements in both sales and leadership capacities. Proficient in leveraging data and CRM tools to enhance business outcomes. Recognized for delivering consistent results, qualifying for multiple prestigious industry awards and accolades. Looking to contribute to a dynamic organization by leading initiatives that drive business expansion and enhance operational efficiency.
Overview
14
14
years of professional experience
Work History
Retail Agri Manager
HDFC BANK
01.2023 - Current
- Developed and maintained relationships with customers and suppliers through account development.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases
- Achieved sales goals and service targets by cultivating and securing new customer relationships
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies
- Resolved problems with high-profile customers to maintain relationships and increase return customer base
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue
- Negotiated and closed long-term agreements with new clients in assigned territory
- Managed over 50 customer calls per day and Increased sales by 10%
- Sourced loans from branches and the open market, overseeing the full process from sanction to disbursement.
- Managed branches to generate new leads and conducted comprehensive product training across different branches.
- Managed both new and existing portfolios, including renewals and enhancements.
- Demonstrated expertise in working capital management and agricultural loans.
- Cross-trained existing employees to maximize team agility and performance.
- Accomplished multiple tasks within established timeframes.
BUSINESS DEVELOPMENT MANAGER
INDIA FIRST LIFE INSURANCE COMPANY LTD
06.2016 - 12.2022
- Managed branch operations, including staff management, lead generation, and business sourcing.
- Led initiatives to create new business opportunities through activities such as HNI meetings and customer engagement events.
- Oversaw operational activities including application sync, closin
- Developed local-level contests to maximize monthly business generation.
- Focused on creating new lead generators monthly, with strong emphasis on MDRT (Million Dollar Round Table) qualification.
Sales Manager
SBI LIFE INSURANCE COMPANY LTD
11.2014 - 06.2016
- Organized marketing activities to acquire new customers and maximize business from leads.
- Recruited advisors to expand business and regularly prospected untapped market segments.
- Delivered presentations at government and private organizations.
Relationship Manager
BAJAJ CAPITAL LIMITED
01.2014 - 11.2014
- Cross-sold multiple financial products and generated leads through targeted activities.
- Focused on revenue generation for the branch while maintaining high standards of customer service.
Unit Manager
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
06.2013 - 01.2014
- Arranging marketing activities for acquiring new customers
- Procuring maximum Business from leads provided to us and own sales activity
- Attending to leads promptly
- Recruiting advisors for expansion of business
- Regular Prospecting
- Tap untapped Market Segments and enter new segments for profit and growth.
Holiday Consultant
CLUB MAHINDRA
06.2010 - 02.2013
- Arranging corporate presentation and promotional activities
- Responsible for conversion of walk-in clients
- Providing quick service and maintain relationship ship with clients.
Education
High School -
Sunbeam School Bhagwanpur, CBSE Board
2005
Intermediate -
UP Board
2007
BBA -
Punjab Technical University
2013
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint)
- CRM software & data analysis tools
- Business Development
- Marketing
- Operations Management
- Sales management
- Product Management
- Team Leadership
- Lead Generation
- Verbal and written communication
- Business Planning
Achievements
- 2016-2017 Qualified as NH Club Member, Master Blaster at Champions Meet, Major Northeez onward, Achiever Meet qualifier.
- 2017-2018 Major in Champions Meet, Annual Achievers Meet, Second overall in Day to Relax.
- 2018-2019 Captain at Champions Meet, Achievers Meet, Champions of Champion.
- 2019-2020 Qualified Achievers half-yearly and annually.
- 2020-2021 Achievers Annually.
- 2015-2016 Achieved 2nd level in Meet ED Campaign.
- 2015-2016 Secured 1st level in ED Campaign.
- "Beat the Heat" campaign success.
- Best in UBJ in Agency Recruitment with 83 Advisors.
- Qualified for Badhav Gar and 4 Club Qualifier Advisors.- "Funds Ka Funda" achievement (₹45 lakh in a month).
Timeline
Retail Agri Manager
HDFC BANK
01.2023 - Current
BUSINESS DEVELOPMENT MANAGER
INDIA FIRST LIFE INSURANCE COMPANY LTD
06.2016 - 12.2022
Sales Manager
SBI LIFE INSURANCE COMPANY LTD
11.2014 - 06.2016
Relationship Manager
BAJAJ CAPITAL LIMITED
01.2014 - 11.2014
Unit Manager
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD
06.2013 - 01.2014
Holiday Consultant
CLUB MAHINDRA
06.2010 - 02.2013
High School -
Sunbeam School Bhagwanpur, CBSE Board
Intermediate -
UP Board
BBA -
Punjab Technical University
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
Shreeya PurkayasthaShreeya Purkayastha
Relationship Manager Retail Agri at HDFC Bank LtdRelationship Manager Retail Agri at HDFC Bank Ltd