Anshika Saxena
Assistant Manager
Mumbai
Summary
5.9 Years Experienced Professional, Having experience in Credit, Diligence, and Banking Operations. Currently looking for an opportunity to enhance my knowledge, and skills and pave a new path to success. Dedicated Finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of professional experience
Work History
Agency Development Manager
Max Life Insurance
2024.04 - Current
- Responsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products such as Insurance ( Life Insurance, General Insurance), Mutual Funds, Debt Instruments, Fixed Deposits , Bonds/NCDs etc.
- Managing investments & maintaining Client relationships, interact directly with clients, reviewing their portfolios, giving regular updates, resolving their queries
- Create plans to address clients business needs
- Advise clients on creating profitable processes
- Schedule regular meetings with customers to ensure they are satisfied
- Act as point of contact for complaints and escalate issues as appropriate
- Help sales team up-sell or cross-sell services and product
- Developing and implementing sales strategies for the business across all channels.
SENIOR ASSOCIATE- CREDIT
CARS24 FINANCIAL SERVICES PVT.LTD.
2020.12 - 2024.04
- Checking Applicant's profile and eligibility for a Used Car Loans per the company's internal Norms
- Checking C.I.B.I.L score and other obligations to know Credit History and re-payment track of Applicant
- Checking Area of residence for risk evaluation
- Due Diligence of KYC, Bank statements and income documents
- Maintain TAT and follow S0Ps for assigned work
- Prepare GIS of Daily and Monthly Cases and Performance Sheets.
Executive Sales
Quess Corp Limited
2019.12 - 2020.03
- To achieve assigned sates target for Car care products for the year
- Achieve expected sates value and market standing collections
- Extensive working on accessory outlets, detailing shops, paint shops and Car wash outlets and network expansion in the assigned geography
- Ensure targeted tie ups with Top Car accessory outlets and Wash Outlets
- Dealer Networking: Regular visit to Market and customers Channel Partner and Sell products and ensure timely collections of market outstanding by establishing contacts with retailers/dealers/customers and to build an excellent relationship with existing and potential channel partners in the market
- Expanding trade network
- Sales Target: - To feet assigned targets for profitable sates volume from the dealers assigned and mapped
- Follow up onsupp(y chain to ensure that delivery and commitments are being met at all levels (Both dealers and retailers) and Management of inflow and outflow of stocks to and from the distributors at all levels
- Updating dealer, retailers on their sales Vs targets- Total and product wise
- Sates Promotions: - To Manage Sates promotion activities i
- E
- Retailer meet, demonstration campaigns
- Ensuring implementation of effective strategies to maximize sates and revenues
- Communicating various promotional scheme to the Distributor/ Retailers/dealer b motivating them to achieve planned target
- Reporting: -Regular reporting to Head/Business development Car care
- Weekly, Monthly reports Et surveys
- Suggesting new market opportunities & potential Retailers / Dealers to appoint
- Key Competencies: Strong understanding of end-to-end Retail Sales, Sales process, lead generation, Distributor appointment, executing marketing initiatives.
SALES CONSULTANT
PAISA BAZAAR
2018.11 - 2019.06
- Calculating Eligibility for Personal Loan as per applicant's profile on the basis of Credit Score, Salary, F.O.I.R
- Norms, Obligations, work stability, etc
- Comply with KYC, regulations, and legislation governing the financial services industry
- Record and track all engagement activities through the CRM system
- Recommend and select products for customers based on their individual needs
- Doing TVR with the applicant to get insights about his profile, salary, obligations etc
- Checking company category in Bank's company category list
- Checking Cibil score, Dedupes
- Describe products and explain their benefits and uses to potential customers
- Communicate with customers in person, by phone, and by email to understand their needs, and maintain a working knowledge of the company's various products and services
- Establish and nurture relationships with past customers and potential customers to facilitate sales
- Find potential customers through networking, cold calling, and industry research to increase sales
- Use data to help customers understand how products can help them achieve their goals
- Complete administrative tasks, such as processing and recording sales, as needed
- Identify sales opportunities for both the Company and third-party products by acquiring new customers and building new relationships
- Manage business relations with existing customers to increase the depth of existing relationships
- Achieve sales targets as assigned by the organization on a monthly basis.
Education
M. Com -
M.J.P.R. University, Bareilly
B.Com - undefined
M.J.P.R. University, Bareilly
Intermediate - undefined
U.P. Board
High School - undefined
U.P. Board
Skills
Credit Evaluation
Due Diligence
F.O.I.R calculations
CIBIL check and interpretation
Risk Analysis
US-excel
Financial Modeling and valuations(Beginner)
GIS Reports
1 Year Computer Diploma (MIS and Ms. Office Basic)
Personal Information
- Father's Name: Mr. Suresh Chandra Saxena
- Mother's Name: Mrs. Madhuri Saxena
- Date of Birth: 12/29/94
- Marital Status: Unmarried
Disclaimer
I hereby declare that all the above information given by me is true to my best knowledge. (Anshika Saxena)
Languages
Hindi, English
Timeline
Agency Development Manager
Max Life Insurance
2024.04 - Current
SENIOR ASSOCIATE- CREDIT
CARS24 FINANCIAL SERVICES PVT.LTD.
2020.12 - 2024.04
Executive Sales
Quess Corp Limited
2019.12 - 2020.03
SALES CONSULTANT
PAISA BAZAAR
2018.11 - 2019.06
M. Com -
M.J.P.R. University, Bareilly
B.Com - undefined
M.J.P.R. University, Bareilly
Intermediate - undefined
U.P. Board
High School - undefined
U.P. Board
Similar Profiles
Juilee SawantJuilee Sawant
Deputy Manager – Human Resource at Max Life InsuranceDeputy Manager – Human Resource at Max Life Insurance
Annu TripathiAnnu Tripathi
AADM at Max Life InsuranceAADM at Max Life Insurance
ANNALIPSA JENAANNALIPSA JENA
Deputy Cluster Manager at Max Life Insurance Company Pvt LtdDeputy Cluster Manager at Max Life Insurance Company Pvt Ltd