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Mamta Rathod, Unit Sales Manager – Branch Banking Channel

Mamta Rathod

Unit Sales Manager – Branch Banking Channel·ICICI Lombard General Insurance

India

Bachelor's degree, BMS

Work experience

Total years of experience: 6 years, 5 months

Unit Sales Manager – Branch Banking Channel

January 2024 - Present

ICICI Lombard General Insurance

Thane, India

January 2024 - Present

• Managed and drove insurance business across 8-13 bank branches in Branch Banking Channel
• Sold Health, Fire, Marine, Corporate & Industrial Insurance to bank customers
• Coordinated with branch teams to generate cross-sell leads and improve productivity
• Consistently achieved and exceeded monthly sales targets (GWP)
Company industry:
Insurance & TPA

Deputy Manager / Virtual Relationship Manager (VRM)

January 2022 - January 2024

Kotak Mahindra Bank

Thane, India

January 2022 - January 2024

• Managed diversified portfolio of HNI & retail customers ensuring high retention and satisfaction
• Handled end-to-end banking operations: account servicing, transactions, service requests
• Cross-sold CASA, FD, OD, Personal Loan, Home Loan, Credit Cards, SIP, Mutual Funds, Demat, Life Insurance
• Consistently achieved revenue and sales targets; built strong long-term customer relationships
Company industry:
Banking

Virtual Relationship Manager (VRM) – Banking Operations & Sales

January 2020 - January 2022

Axis Bank

Thane, India

January 2020 - January 2022

• Handled high-volume inbound & outbound customer calls for banking operations and query resolution
• Resolved customer queries on accounts, transactions, KYC, and banking services efficiently
• Cross-sold Personal Loan, Home Loan, Credit Cards, SIP, Mutual Funds, Demat, Life Insurance, FD, OD
• Achieved monthly sales targets through structured cross-selling and need-based recommendations
• Maintained high CSAT scores through prompt, accurate service delivery
Company industry:
Banking

Education

Mumbai University

January 2020

January 2020

Bachelor's degree, BMS

India

Hindi High School

January 2017

January 2017

High school or equivalent, College

India

Manjunatha College

January 2015

January 2015

High school or equivalent, Hindi

India

Skills

BANKING
Intermediate
BANKING
Intermediate
BANKING SERVICES
Intermediate
BANKING SERVICES
Intermediate
CROSS SELLING
Intermediate
CROSS SELLING
Intermediate
CUSTOMER SERVICE
Intermediate
CUSTOMER SERVICE
Intermediate
DEMAT ACCOUNT
Intermediate
DEMAT ACCOUNT
Intermediate
EMERGENCY MEDICINE
Intermediate
EMERGENCY MEDICINE
Intermediate
LOANS
Intermediate
LOANS
Intermediate
MUTUAL FUNDS
Intermediate
MUTUAL FUNDS
Intermediate
SALES
Intermediate
SALES
Intermediate
SESSION INITIATION PROTOCOLS
Intermediate
SESSION INITIATION PROTOCOLS
Intermediate

Training and Certifications

Certifications
Business