SHAHID KAJREKAR

Area Sales Manager at AXIS BANK LIMITED

• India - Mumbai
• My current job since December 2018

In to the business of Branch banking:
* Responsible to manage area business of 45 branches.
* Engagement with BH, OPS Head, CH, RO & Branch staffs.
* Responsible too train, Coach and keep the team & Branch including cluster motivated to drive company's agenda.
* Responsible for plan, execute & drive cluster numbers along with KRA Target.
* Assisting the team at Bank with their diverse products, Retail & Liability.
* Staff & channel data distribution management & supervisory reviews.
* Closely Monitoring Staffs on their weekly & monthly target Vs Achievement.

Optimal performance:
* Achieved consistently high sales performance, exceeding monthly targets by an average of 127%.
* Developed and implemented effective sales strategies to increase revenue and market share.
* Cultivated and maintained relationships with high-net-worth clients, resulting in a significant increase in assets under management.
* Provided personalized financial advice and recommendations tailored to clients' individual needs and goals.
* Collaborated with cross-functional teams to deliver integrated financial solutions to clients.
* Generated new business opportunities through proactive prospecting and networking efforts.
* Conducted financial needs assessments and recommended appropriate products and services to meet clients' objectives.
* Led client presentations and negotiations, resulting in successful account acquisitions and expansions.
* Resolved customer inquiries and complaints in a timely and professional manner, ensuring high levels of satisfaction.
* Maintained accurate records of sales activities, pipeline management, and client interactions in CRM system.
* Led client presentations and negotiations, resulting in successful account acquisitions and expansions.


* Monitoring the CRM activity of employees.
* Assuring leads and follow-ups are handled on time and conducting supervisory reviews.
* The quality of calls is analyzed by checking the random call activity on ground level to determine the knowledge of the agents. (Answered borrower queries promptly and accurately, Answer customer product questions fully and accurately.)
* Enter customer data on company portal accurately and completely.
* Supervisory review and CRM backend review every day. (Which include: - lead received vs login achievement + Disbursement each product + Follow up stocks & Next day commitments.)
* Establishing positive relationships with the channel partners by monitoring their daily MIS and conducting monthly training sessions.
* Weekly review on NRR of target vs achievement.

In to the business of DIGITAL Channel:
* Responsible to manage In-house Team & Connectors.
* Assisting the team at AXIS Bank with their diverse products, Product such as PERSONAL LOANS, Cross Sell (FD & CASA, INSURANCE)
* Staff & channel data distribution management & supervisory reviews.
* Closely Monitoring Staffs on their weekly & monthly target Vs Achievement.
* On a daily basis, monitoring the CRM activity of employees. ( Leads, follow ups & rejection ratio )
* Assuring leads and follow-ups are handled on time and conducting supervisory reviews.
* The quality of calls is analyzed by checking the random call activity on ground level to determine the knowledge of the agents. ( Answered borrower queries promptly and accurately, Answer customer product questions fully and accurately.)
* Enter customer data on company portal accurately and completely.
* Supervisory review and CRM backend review every day. (Which include: - lead received vs login achievement + Disbursement each product + Follow up stocks & Next day commitments.)
* Establishing positive relationships with the channel partners by monitoring their daily MIS and conducting monthly training sessions.
* Weekly review on NRR of target vs achievement.

* A better understanding of Live Customer Experience, Problem-Solving Techniques, and Extensive Computer Skills