Puneet Soni

Puneet Soni

Marketing Executive

Followers of Puneet Soni113 followers
location of Puneet SoniThane, Maharashtra, India

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  • Timeline

  • About me

    Sr. Sales Manager Branch Banking

  • Education

    • University of Mumbai

      2008 - 2010
      MBA Marketing
    • University of Mumbai

      2003 - 2007
      Bsc Maths
  • Experience

    • Zydus Cadila Healthcare Ltd.

      Aug 2010 - Aug 2012
      Marketing Executive

      Assess 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 2015
      Business Manager

      Responsible 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 2019
      Branch Sales Manager

      To 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 2021
      Area 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 2022
      Senior Manager

      Achieve 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 - now
      Senior Manager

      Administer 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

      NIIT
      Dec 2007
    • The Complete Product Manageme

      Udemy, Inc.
      May 2020
    • IAB Digital Marketing and Media Foundations Certification

      Google
      Apr 2020