Shubham Ambuskar

Experience

• 

  Computer Age Management Services Limited

  Sept 2017 - Aug 2018

  Business Development Executive

  Being a business support executive in CAMS my job profile was to help the team in handling the customer, regarding there investment in mutual funds by being the backend support for all the transactions in Mutual funds. My specialization was in L&T mutual funds. Helping team in regards to the calls and email from the client and the customer. Also handling the customers mainly brokers who walks in to the office for enquiring about the investments that they have made on behalf of their client and awaiting advice on some other good investment options. Show less

• 

  HDFC Bank

  Feb 2019 - Jun 2019

  Management Trainee Intern

  “Motivation” from Mr. Umesh Narayan Keluskar every morning gave us all strength and energy.to work for the whole day. The purpose of it was to make his employees perform satisfactorily.Learnt how to co-ordinate with others and work in a team.Learn how to handle conflicts of the customer and work towards solving their problems.“Time Management” this is one of the lessons which I learnt at HDFC Bank. It made me punctual and made me do a particular task in a given time frame.

• 

  ICICI Prudential Life Insurance Company Limited

  Dec 2020 - now

  • Manage the sales and quality performance of a sales team.• Coach, Motivate, and Support the team through a coaching/mentoring culture.• Track sales team metrics and report data to leadership on a regular basis.• Maximize staff efficiencies and overall productivity.• Write, develop, deliver, and manage performance improvement plans.• Work with the Branch Managers and Cluster Heads to generate ideas of sales contests and motivational initiatives.• Meet pre-determined revenue goals through the activities of direct reports.• Develop daily road maps or sales plans to assist sales representatives with time management.• Ensure adherence to sales process, agency standards and audit requirements• Review, approve, and document time off send requests.• Maintained detailed records of client interactions, ensuring accurate and up-to-date information for follow-up and relationship management.• Provided exceptional customer service to bank clients, addressing inquiries and resolving issues promptly and effectively. Show less • Sales process. • Sales Management & Delivery - In alignment with business strategy and financial objectives, understand and work towards sales plan for the division. Provide input into the development of comprehensive and integrated training support programs and relevant tools in support of baseline and performance enhancement learning related to sales & service effectiveness for the entire sales force Organize and manage regular sales meetings/conferences to enhance the effectiveness and efficiency of the sales force. Provide sales training and coaching to maximize sales channel effectiveness Enhance BMO Creditor Insurance product knowledge, expertise and awareness amongst regional P&C salesforces, specifically Financial Service Managers (FSM), Customer Service Representatives (CSR), Mortgage Specialists. Contribute local market knowledge to the planning, forecasting and measuring of sales force results against the sales plan objectives. Identify gaps and opportunities and make recommendations to improve sales results. Contribute to the development of annual business reviews and marketing plans. •Strong knowledge of Bank distribution channels. •In depth Change Management / Leadership.• In Depth Performance Management.• Seek out a new clients and develop clientele by networking to find new customers and generate leads of prospective clients.• Perform administrative tasks, such as maintaining records.• Explain features, advantages and disadvantages of various policies to promote a sale of insurance plans.• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changesSkills: Punctual · Problem-solving · Analytical thinking · KYC and AML Compliance · Client Documentation Review · Investigation and Research · Relationship Management · Communication and Collaboration · Time Management · RBI Guidelines · Regulatory Compliance · Banking Operations · Attention to Detail · Good Communication Skill · Teamwork · Banking Show less

  • level 4 Deputy Sales Manager

    May 2022 - now

  • Associate key Relationship Manager

    Dec 2020 - May 2022