
Puneet Soni
Marketing Executive

Connect with Puneet Soni to Send Message
Connect
Connect with Puneet Soni to Send Message
ConnectTimeline
About me
Sr. Sales Manager Branch Banking
Education

University of Mumbai
2008 - 2010MBA Marketing
University of Mumbai
2003 - 2007Bsc Maths
Experience

Zydus Cadila Healthcare Ltd.
Aug 2010 - Aug 2012Marketing ExecutiveAssess client’s needs and present suitable promoted products.Present product information and deliver product samples.Communicate with and persuade targeted doctors to prescribe our products utilizing effective selling skills and performing cost-benefit analysis.Attend sales meetings, conference calls, training sessions and symposium circuits, Keep detailed records of all contacts.Manage budgets for catering, outside speakers, conferences and hospitality.Plan work schedules and weekly and monthly timetables with the area sales team or discuss future targets with the area sales managerAreas covered are Kalyan, Ulhasnagar, Ambernath, and Badlapur for the list of 220 Doctors, & 100 Chemist. Show less

SUN PHARMA
Aug 2012 - Nov 2015Business ManagerResponsible for leading a team of M.Rs to achieve Sales targets. Making Monthly doctor visiting plan for all MR team members and implements it effectively by regular follow-up and discussions with team members. To handle Sales Promotion activities.Organizing special meeting with doctors and healthcare professions through medical representatives according to his daily and monthly planning. Set-up campaign and awareness programs for patients & healthcare professionals. Keep in regular contact with team members and maintain healthy communication & relationship Organizing conferences and seminars for doctors and healthcare professions. Reviewing sale and stock availability in assigned area. Completing monthly, quarterly and yearly sales target.Daily reporting to seniors about daily work, meetings and performance Market review of new products and services. Areas covered are Thane & Thane down, Navi Mumbai, Nasik. Show less

ICICI Bank
Dec 2015 - Oct 2019Branch Sales ManagerTo get sourcing of Savings Accounts, Privilege Accounts, General Insurance, Life Insurance and other banking products through a team of sales officers. On boarding calls for FDs and SIP on newly opened Saving Accounts.To maximize float on NCA.To stay updated on the recent changes in policy guidelines in order to educate the team members.Adherence to compliance and escalation management & Customer Relationship Management.To manage a team of 8 sales officers through constant motivation and guidance.To devise innovative sourcing strategies to meet the business targets.Part of the project to reduce account activation TAT from 3days to same day through digitalization. Show less

SBI Card
Oct 2019 - Sept 2021Area Sales Manager• Drive sales of credit cards through partnered Retail Stores and promote digital transactions.• Drive Productivity, manage costs of acquisition and ensure compliant sourcing processes.• Manage the team of 60 NFTE (Sales team and Backend team), motivate and ensure their growth.• Update the stores on all approvals, declines, incentives earned etc.• Recruit train and motivate Branch Relationship executives and Managers.• Responsible for increasing approval rates through right sourcing.• Develop strategies to increase sales volumes, manage costs and source through different channels.• Understand basic labor regulations, administrative responsibilities in managing agencies/sales teams.• Monitor and develop sales teams, ensure sales force effectiveness. Show less

HDFC Bank
Aug 2021 - May 2022Senior ManagerAchieve Business Volumes in POS Business.Responsible to manage existing portfolio of Merchant accounts of POS.Manage Portfolio volume aiming to grow the same by new acquisitions as well portfolio deepening within assigned locations.Ensure activation / retention of merchants, Grow market share and wallet share.Hiring/building RO team.Managing team productivityCross sell various banking products like Savings Account / Credit Cards / Asset products etc to the Merchants in the portfolio. Show less

IDFC FIRST Bank
Jan 2022 - nowSenior ManagerAdminister and ensure compliance to all sales practices in branch.Maintain the productivity of Team of Business officers (BOs)Manage the escalation.Manage Asset sales from login to disbursal.Cross sale of Credit card, Home loan, General Insurance, Life Insurance, Home Loan, Personal Loan, LAP, BL, Demat account.Ensure KYC compliance while sourcing account.Maintain knowledge on all bank products and services and assist to resolve customer queries.
Licenses & Certifications

Information System Management
NIITDec 2007
The Complete Product Manageme
Udemy, Inc.May 2020
IAB Digital Marketing and Media Foundations Certification
GoogleApr 2020
Languages
- enEnglish
- hiHindi
- maMarathi
- enEnglish
- maMarathi
- hiHindi
Recommendations

Tarluck thianboonsong
Associate, Business Analyst at ZipmexPhra Nakhon, Bangkok City, Thailand
Tim brubaker
Network Engineer at Volkswagen Group of AmericaOxford, Michigan, United States
Sarthak ade
Software Engineer, Amazon. Ex Zeta, Goldman Sachs. Birla Institute of Technology and Science (BITS)...Nagpur, Maharashtra, India
Jessica brattain
CAPM | Project Management | Process Improvement | Dog MomDallas-Fort Worth Metroplex
Edgar del valle
Consultor | Project Manager | Data AnalystMexico City, Mexico
A s m shahjalal atik
M.Sc in Electromobility, FAU Erlangen-NürnbergErlangen, Bavaria, Germany
Aniket pawar
Store Assistant at Jakson Limited.Phaltan, Maharashtra, India
Kyle le
Inside Sales Associate at Olympic AviationSanta Ana, California, United States
David bondoc
Licensed Agricultural and Biosytems Engineer | Programme Facilitator at United Nations ESCAP - Centr...Philippines
Aaron downham
Helpdesk Technical Consultant at Sharp UKManchester Area, United Kingdom
Dahlia mahdavi
Case Manager at Vanda PharmaceuticalsNew York, New York, United States
Prasoon mishra, pmp®
Senior Manager at AU SMALL FINANCE BANKGhaziabad, Uttar Pradesh, India
Dr. ahammad shamir shawrov
MBBS, CCD, Post graduate trainee In Medicine. FCPS Medicine Final Part Student Under BCPSDhaka, Bangladesh
John hames
RETIRED after 44 years -Police Sgt - Information TechnologyJohnson City, Tennessee, United States
Erik ghadarian
Case Manager at MedPoint ManagementGlendale, California, United States
Ravikumar patel
Attended Institut supérieur d’informatique ISIMontreal, Quebec, Canada
Bela silverman
Climate Science and English Student at Tufts UniversityHellertown, Pennsylvania, United States
Larry moberg
Nationally Recognized in Digital Marketing | Certified Social Leads Consultant | CoachGreater Edmonton Metropolitan Area
Lorran santos
Mental Health Worker/Graduate StudentSan Francisco Bay Area
Satheesh sathi
Bodyshop Incharge at Srivatsa maruti Suzuki India P ltdTamil Nadu, India
...