Sohil Shaikh

Experience

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  ATC Automotive

  Nov 2017 - Oct 2019

  Accountant

  Manage all accounting transactions in tally software. OperatingSAP , billing. Maintain cash voucher, ledger accounts. Manageto store. Worked in MS Excel skills including Vlookups andpivot tables.

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  Axis Bank

  Dec 2019 - Sept 2020

  Officer - Sales

  Sell the Bank’s products to the corporates /MSME’sSavings Accounts, CurrentAccounts, TermDeposits , IPG ProductsDemate account, Tranding account, NFO.(Life Insurance as likeTraditional Plan, ULIP Plan, Term Insurance/ General Insurance-PI, Health Insurance, Vehicles/Mutual Fund / Gold Coins /OnlineTrading). To acquire new to Bank customers and pursuenew business relationships.

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  ATC Automotive

  Oct 2020 - Aug 2022

  Sr. Store Accountant
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  State Bank Operations Support Services

  May 2022 - Jun 2023

  Sales Team Lead

  Team lead - Handle Teamdaily huddle with Regional managers, CM Sales, CM Credit & NPAand FOS at branches and RACC (Retail Asset Credit Centre).Generate new leads (MSME & Crop Loan). Conduct Gramsabha &Sandhya Shibir for KCC renewal (Collection of KCC renewalconsent application) Meeting and connecting with customersKCC Regards. Evaluate credit worthiness by processing loanapplications and documentation within specified limits. Upate jobknowledge on types of loans other financial services. Show less

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  SBI Securities

  Jun 2023 - Jul 2024

  Relationship Officer

  I source the business via allotted bank branches. I have Key focusareas acquiring broking clients (primarily on line). I acquired newto Demate Account client and HNIs. I selled cross sell businessother products as like General Insurance (Aarongya Plus), MutualFunds, 54EC, IPO, NFO, Gold Bonds (Sovereign Gold Bonds).Activating clients for trading post acquisition. I am taking demo tostart trading activity after opening account and customers withhandholds. I have good knowledge of banking products. Show less

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  Niva Bupa Health Insurance

  Aug 2024 - now

  Relationship Manager

  Primary RoleThe job holder is a key member of a team responsible for managing the Niva Bupa regional Sales through the Bancassurance partner. The job holder will work closely with the partner channel, particularly branch managers of the Banca partners, Customer Service and across the business to ensure the timely delivery of high value, high quality services to Banca beneficiaries.Key Roles & Responsibilities: Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.  Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs  Support bank’s sales force in terms of various activities like o Joint sales calls to generate leads o Update branch manager on accurate records of referrals received from all constituents of the branch o Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered o Service branch customers for any query  Regular product training / refresher to the sales force of the branch  Ensure activation of bank’s sales force on a weekly, fortnightly, and monthly basis  Drive productivity by right advising of health insurance solutions  Measure penetration across relationship manager, client base / branch base  Update MBHI lead management system  Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition  Create mindshare across branch leadership team  Drive effectively the Reward and recognition programs launched for the bank staff. Show less