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Clifford JOSEPH PINTO

Clifford JOSEPH PINTO

Manager Sales

Followers of Clifford JOSEPH PINTO1000 followers
location of Clifford JOSEPH PINTOGoa, India

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  • Timeline

  • About me

    Assistant Vice President

  • Education

    • St Xaviers College

      2000 - 2003
      Bachelor of Commerce (BCom) Business, Management, Marketing, and Related Support Services

      Activities and Societies: NCC, Group Debate Bachelors in Business Management and Communication

    • Sikkim Manipal University - Distance Education

      2014 - 2016
      Master of Business Administration (MBA) Sales and Marketing Management

      MBA - Sales and Marketing

    • Indian Institute of Management, Bangalore

      2012 - 2012
      Management Development program Coporate Development

      Activities and Societies: Debate and Group Presentation Have attended a Certified Management Development program

  • Experience

    • Taught to teach music academy

      May 2004 - Aug 2006
      Manager Sales

      Responsible for Sales of Musical Instruments

    • Aviva

      Sept 2006 - Jan 2016

      1.Handling a team of 10 FPM's (SRM / PRM) Chanel for DBS.2. Conducting lead generating activities3. Responsible for retention I am Currently managing Goa location - handling 4 branches of Indusind bank and Advisor Channel for Bancassurance, and also responsible for Customer retention. Cross selling and Customer service of Insurance via CBOP and Canara Bank and then moving to Indusind Bank . .

      • Territory Manager

        Aug 2015 - Jan 2016

      • Sr.Premier Relationship Manager

        Sept 2011 - Jul 2015

      • Sr Financial Planning Consultant

        Sept 2006 - Sept 2011

    • Kotak Mahindra Bank

      Feb 2016 - Sept 2016
      Branch Sales Manager

    • HDFC Bank

      Oct 2016 - Sept 2019
      Relationship Manager - NRI banking

      I was handling the NRI Virtual portfolio of over 50cr.

    • Max Life Insurance Company Limited

      Oct 2019 - Dec 2020
      Senior Associate Partner Management - Agency

      I am responsible for driving a team of 8 Sales Managers into managing 40+ Advisors, and also for rectuirement .

    • Tata AIA Life Insurance

      Dec 2020 - Jun 2021
      Area Manager

      Managing the Banca Channel for Indusind bank for managing Goa, Konkan and Nasik region.

    • HDFC Life

      Jul 2021 - Nov 2023
      Territory Head

      Responsible for managing the hdfc bank partnership with a direct team of 4 CSMs and a front-line team of 30+ team members. Engagement with the bank leadership to update periodicallyCustomer meetings with the SPsTo ensure IRDA certification, Persistency to be maintained at the best possible level Share daily reports on logins with the stakeholders

    • Axis Bank

      Dec 2023 - now
      Assistant Vice President

      Sales planning: Developing plans and strategies to achieve sales goals. This includes forecasting and reporting on sales performance. Sales pipeline management: Tracking leads and opportunities from start to finish. Customer relationships: Building and maintaining relationships with customers, both internally and externally. Performance monitoring: Monitoring and reporting on sales performance, and taking corrective actions to meet targets. Team management: Providing direction to the sales team to ensure they are engaging with customers and delivering business as expected. Show less

  • Licenses & Certifications

    • IRDA

      IRDA
      Apr 2017

    • AMFI

      Mutual Fund Advisory Service

  • Honors & Awards

    • Awarded to Clifford JOSEPH PINTO
      Awarded as the best performer for the WEST region for Jan 2011 – Dec 2011 Aviva Life Insurance Dec 2011
    • Awarded to Clifford JOSEPH PINTO
      Awarded a Best Performer for Oct – Dec 2006 Aviva Life Insurance Dec 2006

  • Volunteer Experience

    • Service Agent

      Issued by CRY on Jan 2011
      CRYAssociated with Clifford JOSEPH PINTO