Naveen Shivhare

Experience

• 

  HDFC Life

  Jun 2004 - May 2006

  Financial Consultant

  Sold Insurance Products to the clients according to there needs evaluated through the process of DISHA ( Financial Planning triaining provided by HDFCSLIC).

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  Kotak Mahindra Bank

  Aug 2006 - Dec 2006

  Sales Associate

  Instrumentally managing the sales and marketing operations for liability products like SB A/c s, Current A/c's, Demat A/c s, RD, FD, Investments, insurance, for increasing profitability.Mapping Government department NGO's and Trust for the fixed deposits to increase the scope of the business.

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  HDFC AMC

  Dec 2006 - Apr 2019

  Managing the sales and marketing operations and accountable for increasing sales growth. Driving sales initiatives to achieve business goals & managing the IFAs, NDs, & Bank team members to achieve them. Implementing sales promotional activities as a part of brand building and market development effort.Ensuring maximum brand visibility and capture optimum market shares.Business Development:Identifying prospective clients, generating business from new clients developing them to achieve consistent profitability. Building and maintaining healthy business relations with major clientele [Direct clients], IFAs, NDs and Banks ensuring maximum customer satisfaction by achieving delivery & quality norms.Promoting and diffusing innovations and outstanding traditional knowledge practices through market and non-market channels.Customer Relationship Management Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. Attending to clients (individuals/corporate clients) concerns & complaints and undertaking steps for effectively resolving them. Interacting with the customers to gather their feedback regarding the products' utilities. Maintaining cordial relations with service team for speedy response to customers' complain to sustain the profitability of the business.Team Management:Imparting /organizing training programs for new empanelled distributor for achieving pre planned business targets. Leading, training & monitoring the performance of team members to ensure efficiency in sales operations and meeting of individual & group targets. Show less

  • Manager Sales

    Mar 2018 - Apr 2019

  • Branch Manager

    Apr 2014 - Mar 2018

  • Assistant Manager - Sales & Distribution

    Apr 2013 - Apr 2014

  • Executive - Sales & Distribution

    Sept 2007 - Mar 2013

  • Unit Manager - (Contractual)

    Dec 2006 - Aug 2007
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  HDFC Mutual Fund

  Apr 2019 - Apr 2022

  Senior Manager
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  HDFC AMC

  Apr 2022 - now

  Cluster Head Nashik (North Maharashtra & Marathwada)