1. Anand Kalyani Contact: +91 7507775618 (M) E-Mail: firstname.lastname@example.org
Middle level managerial assignments in Branch Administration & Operations with an organisation of repute
Complete package of Operations, customer service & sales involving 10 years of experience in Client Relationship
Management & Team Management
Presently associated with HDFC life, Pune as Corporate Sales Manager
Track record of skillfully attending to the customer queries and working out solution for their issues.
Expertise in formulating and benchmarking functional best practices in the organization. Ensuring the proper
execution of all Management / Administration activities.
Adept in competency profiling/ mapping processes, etc. to focus on development of abilities to meet present and
future goals/ mission.
Strong mentor and coach, skilled at inspiring confidence, leading by example and building loyal, high performance
teams that exceed expectations.
Last Worked With HDFC Life as Corporate Sales Manager – ( Working since 28th
Jan 2014 till
March 2015 )
Managing a team of CAMs who are directly working with the Bank Staff for selling the Insurance plans to Branch
Achieving the Branch Fincon targets along with Management mandates of the company
Managing the various requirements form the Bank staff required from time to time
Providing the various MIS o daily basis
Ensure maximum conversions of the proposals made by the branch.
Organisation : ICICI Bank Ltd
Duration : 8th
May 2013 to 17th
Title : Branch Manager – Retail Banking- Karad
Managing the Entire Bank Branch including Operations & Sales
Ensure the Sales targets are met for all Branch Banking Product Portfolio of the bank through a team of Sales
Staff and Operations staff
Maintaining Health Compliance Record of the Branch Reports on Daily , Monthly & Quaterly Basis
Conducting Surprise Audits of the Cash Vaults and Gold stcok of Self and Additional Branch
Responsible of Pushing the Rural Bank products like Gold / Jewel Loans, Tractor Loans, Crop Loans
Increasing the corporate clients by giving M2O A/c, Retail Banking by Various Savings A/c, PPF A/c, Family
Banking, Womens A/c, thereby Increasing the Branch General Ledger and also Life Insruance products.
Ensure proper cash is maintined to ensure a Healthy BSC Score
Organisation : Max Bupa Health Insurance Company ltd
Duration : 4th
Jan 2011 till 6th
Title : Agency Manager - Sales
Recruting agents having Valid IRDA License
Getting them enrolled with Max Bupa by Training them as per company guidelines
Train & Developing the agents to perform in Highly competitive environment
Driving the monthly contests among the agents and ensure they achive their maximum levels.
Ensure the agents reach out for the maximum output.
Special focus & support for Superb & Summit agents to ensure superior performance.
Track the agents performance weekly basis so that they remain focused & highly productive.
Ensure we achive the monthly goals & targets through our agents.
2. Organisation : Max New York Life Insurance Company ltd
Duration : 22nd
October till 3rd
Title : Assistant Manager - Customer Relations / Sales
Ensure high level Retentions on the assigned DCS base with self and team efforts.
Act as enabler to enhance Retention performance on the allocated DCS base
Lead the team assigned towards higher Post grace retention efforts
Ensure a high quality customer experience for all service issues of allocated high value DCS Customers through
self and team efforts.
Proactive approach to meet the assigned customers for Quality Services and Customer Relations.
Ensure and provide efficient and timely resolution to the complaints of high value DCS customers assigned to the
self and the team
Ensure and provide satisfactory services and quality resolution to the complaints of high value DCS customers
thus enhancing customer experience within the team and data assigned
Ensure Lead Generation and Met from the assigned DCS base and pass.
Generate Quality met leads
2 Team Members from got Promoted from CRO to AM CR
Ranked Nationally No 1 with 49.04% achievement for the Unit – Post Grace Collections Feb 2010
Winning contest in December 2007 for Highest renewal collections
Pune Team was awarded the Best DCS Team in West Zone for Year 2008 to 2009.
Winners of Leading DCS Team West Zone Trophy for Quarter 3 - 2008
Top Achiever DSC Team Quarter 3 – 2008
National Leaders in for the Year 2007, 2008 & 2009
Qualifying for LTIP for Year 2008 & 2009 (LTIP – Long Term Incentive Plan – Retention Amount given to employees if
they stay for 2 years. You Need to Qualify Minimum G2 & M2 in order to eligible.)
Member of Associate – Stars Club on successful completion of 3 years
Organisation : ICICI Home Finance Company Limited
Duration : 1st
November 2002 till 20th
Title : Direct Marketing Executive
Marketing of Home Loans, Loans for Commercial Property, Land Loans, Balance Transfers & Loan Against
Ensure to bring sustainable business to the organization
Getting the loan sanctioned for the right customers.
Guiding the clients to buy properties in the safest way.
Helping the clients Get timely disbursement of the loan cheques from time to time
Attending the HNI clients of the Kondhwa Branch
Brought the Kondhwa Branch at the No 1 position
Became a Silver Member of the Rising Stars Club
Organisation : My Finance - An American Express Associate
Duration : 1st
July 2002 to 30th
Title : Business Development Executive
Bringing personal loan proposals
Ensuring the credibility of the applicants
Completing the documentation work
Ensuring speedy disbursement of the loans
Masters in Business Administration (e M.B.A.) from MITCON Business School, April 2004
Bachelor of Commerce (B.Com) From Symbiosis College of Arts & Commerce under University of Pune, April 2002
Higher Secondary Certificate Examination (H.S.C.) From Symbiosis College of Arts & Commerce under
Maharashtra Board, March 1999
Indian Certificate of Secondary Education (I.C.S.E.) From The Bishop's School under Delhi Board, March 1997.
Trainings & Workshops
Attended the Six Sigma Training for Green Belt in August 2009.
Trained my Team members in various aspects of Customer Handling techniques.
Conducted workshops to understand How to explain the Product benefits to clients
Operating System Windows 98, XP
Package Known MS Office, indepth knowledge about MS Excel
Date of Birth: 19th
Address: E 705, Ravi Park, Handewadi Road, Hadapsar, Pune 411028
Marital Status: Married
Excellent interpersonal skills
Excellent team management skills
Excellent in Customer Service & Retentions
Decent Soft skills