Shivie A Goyal

Experience

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  Mahindra Finance

  Aug 2009 - Feb 2013

  Associate Manager

  • Spearheaded efforts in handling Non Captive, i.e. Non M&M products’ business development in Ahmedabad Territory covering 5 branches.• Developed a competitive business development and sales strategy, uncovering/ creating new opportunities, identifying dynamic and flexible solutions and set up a new branch • Successfully promoted Trade Advance (TA), a product of MMFSL that provided company with high returns in terms of interest income and market share at the dealer sales.• Plan & conceptualize various strategies to achieve business goals of the branch aimed towards the growth in business volumes as well as profitability, ensuring the usage of modernized tools of development, expansion and diversification as per the need and resources available. • Make fact-based decisions regarding marketing strategy to develop the product as a brand while designing effective and cost-efficient implementation programs based on Customer Analysis, Competitive Analysis, Collaborator Analysis and Industry & Company Analysis. Manage and develop overall expansion strategy.• Identify & appoint new channel partners to enhance business development while training them on regular basis through technical presentations; working closely with the existing sales channel/ dealers to ensure target achievements• Ensuring customer centric operations and identify areas for improving and enhancing customer service initiatives through implementation of feedback received from them; successfully handle escalated issues.• Maintaining effective relationship Management with significant clients while building and nurturing productive relations to prolong and enhance business association for unhindered inflow of business.• Gathering & defining business requirements and analyze those further and translating unclear requirements into smaller, clear and manageable requirements. Show less

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  Citibank India

  Mar 2013 - Feb 2016

  Client Origination Manager

  • NTB New To Bank, acquisition and growing their relationship is the core KRA of a COM.• Customer centricity and 100 % client excellence has been demonstrated.• For commercial accounts, all services like, Forex, trade base, LC/BG Bill Discounting, Remittance, Lending’s and Domestic Transaction assistance have been routine part of my profile.• For Wealth or Saving Account clients, meeting their day to day needs, investments, insurance etc, have been actively involved with the Relationship Manager, to grow the account to a true CG level.• Have always been compliant and disciplined, which is utmost required for the banking environment.• Have shown both process and result oriented approaches in achieving sales target. • Handling a team of 6 Business Executives who deals with the basic banking products like credit cards, personal loans, & salary accounts. Getting their targets achieved by market mapping, promotional activities, training, motivating, and a proper guidance. Have always been responsible people manager.• Responsible for analyzing the business needs to help identify process and business problems. Understand business problems & opportunities in the context of the requirements & recommend solutions that enable the organization to achieve its goals. • Generate business from various channel partners for the company while establishing healthy business relations with clients & external associates for securing repeat business & long term customer loyalty and worked towards solving their queries and complaints efficiently. Show less

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  SPANG International LLP

  Mar 2016 - now

  Managing Partner
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  Alone

  Jun 2021 - now

  Dreamer