CRM
Niren Joshi
Senior Operations & Sales Manager
Berlin
Summary
Positive Operations Manager with an optimistic attitude toward striving to be the best in terms of performance and customer satisfaction. Proficient at carrying out regular operational reviews and leading regional management teams. Knowledge of budgeting, succession planning and performance management.
Overview
18
18
years of professional experience
2
2
Languages
Work History
SENIOR AREA OPERATION MANAGER
BAJAJ FINSERV LIMITED
Bhuj
11.2014 - 06.2022
- Traveled to over 12 locations per month to manage each branch and perform reviews of individual managers and employees.
- Set, enforced, and optimized internal policies to maintain responsiveness to demands.
- Developed processes to save on costs and prevent losses.
- Collaborated with cross-functional teams to align operations with corporate objectives.
- Enhanced regional branch performance by implementing proven management processes to increase revenue.
- Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
- Analyzed market trends and customer feedback to develop new strategies for improving operations.
- Reduced operational risks while organizing data to forecast performance trends.
- Reported issues to higher management with great detail.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Assisted in recruiting, hiring and training of team members.
- Mitigated business risks by working closely with staff members and assessing performance.
- Managed sales, marketing, collections,risk, payment issuance and customer account operations efficiently.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Trained and guided team members to maintain high productivity and performance metrics.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Led weekly meetings with regional staff to review progress, address challenges and drive timely task completion.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Spearheaded operational procedures and processes to improve efficiency and optimize operations.
- Introduced new methods, practices, and systems to reduce turnaround time.
BRANCH MANAGER
INFOLINE FINANCE LIMITED
Mandvi
12.2011 - 11.2014
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Examined customer loan applications for loan approvals and denials.
- Resolved various issues impacting sales management and business operations.
- Assessed employee performance and developed improvement plans.
Insurance Sales Executive
HDFC Bank Limited
Mundra
07.2004 - 12.2011
- Optimized agency sales and marketing campaign outcomes by coordinating efforts with corporate and local offices.
- Structured internal role-playing exercises to improve agents' sales effectiveness, overcome client objections and enhance client renewal rates.
- Engaged in cross-selling and upselling sales practices to strengthen clients' insurance portfolios and increase agency's aggregate sales figures.
- Guided agents through life, health, property and casualty insurance licensing and renewal processes.
- Reviewed clients' policies every year and recommended product additions or revisions to reflect changing needs.
- Cultivated mutually beneficial client relationships through telephone calls and meetings.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
MBA - Business Administration And Management
GISMA University of Applied Science (formerly GISMA Business School)
Potsdam, Germany 05.2022 - 04.2023
Accounting And Business Management
Saurastra University
Rajkot , India 05.2001 - 05.2004
Skills
Performance tracking proficiency
Organizational and planning skills
Budget development
Inventory management
Training and Development
Effective leader
Strategic Planning
Business Development
Customer Service
Sales Operation
Analytical skills
Decision-making
Project Management
Excellent interpersonal skills
KYC Implementation
Software
Salesforce
Microsoft Office
Microsoft Outlook
Finnone
Power BI
Microsoft Azure
Hobbies
Travelling, Parasailing
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I can’t understand why people are frightened of new ideas. I’m frightened of the old ones.
John Cage
Timeline
MBA - Business Administration And Management
GISMA University of Applied Science (formerly GISMA Business School)
05.2022 - 04.2023
SENIOR AREA OPERATION MANAGER
BAJAJ FINSERV LIMITED
11.2014 - 06.2022
BRANCH MANAGER
INFOLINE FINANCE LIMITED
12.2011 - 11.2014
Insurance Sales Executive
HDFC Bank Limited
07.2004 - 12.2011
Accounting And Business Management
Saurastra University
05.2001 - 05.2004