With over 7+ years of experience in the BFSI sector, I currently hold the position of Team Manager at HDFC Bank Ltd. I have expertise in credit analysis, due diligence, KYC compliance, Sales Management, and team leadership & Customer success.My role has provided invaluable insights into financial operations and analytical techniques.I excel in communicating and influencing key stakeholders at all levels, including executive and C-level. Proficient in CRM software like Business Next, MS Office, particularly MS Excel, and Oracle Flexcube, Sprinklr I deliver client-focused solutions and manage multiple projects with attention to detail. I possess strong listening, negotiation, and presentation skills, and hold and MBA in Banking & Finance.
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Manager - E3Hdfc BankBengaluru, Ka, In -
ManagerHdfc Bank Dec 2024 - PresentKochi, Kerala, India -
Team ManagerHdfc Bank May 2022 - Dec 2024Kochi, Kerala, India•Responsible for managing and driving a team of 11 Virtual Relationship Managers handling Virtual sales portfolio.•Spearheaded sales initiatives to drive revenue growth for diverse product lines across India.•Expanded client base through proactive networking and targeted emailing campaigns.•Cultivated strong relationships with BH level to foster partnerships and enhance businessopportunities.•Guarantee that clients receive the accurate products and services promptly.•Serve as a link of communications between key clients and internal team.•Ownership of sales cycle : Managed end-to-end sales processes, ensuring efficiency andaccountability throughout.•Achieved and maintained 100% customer satisfaction by delivering exceptional service andsupport.•Formulated strategic business expansion plans in collaboration with channel managers tocapitalize on market opportunities.•Hands on CRM, Flexcube, Excel on daily basis.•Identified and nurtured cross-selling opportunities by strengthening client relationshipsand building trust.•Fostered strong, long-lasting client relationships through proactive communication andpersonalized service.•Effective planning & implementation of event based trigger.•Achieving company targets by revenue generation from team. -
Senior Sales ManagerAditya Birla Health Insurance Company Limited Jan 2021 - May 2022Kochi, Kerala, India•Elevated to Senior Sales Manager from Sales Manager.•Led a team of 15+ officers.•Oversaw business development, sales support, demand generation, prospecting, negotiations, and relationship management.•Prepared sales pitches for the bank channel to support lead generation.•Analyzed business challenges, drivers, risks, and opportunities to enhance product success.•Monitored market and competitor trends to strategize and secure deals.•Developed new markets and segments in line with company sales strategy. -
Sales ManagerAditya Birla Health Insurance Company Limited Aug 2019 - Dec 2020Kochi, Kerala, India•Developed new markets and segments in alignment with company sales strategy.•Monitored market and competitor trends to devise strategies and secure deals.•Analyzed business challenges, drivers, risks, and opportunities to improve product success. -
Unit Sales ManagerIcici Lombard Dec 2018 - Aug 2019Kochi, Kerala, India•Manage relationships with bank channels and consultants.•Devise and execute Go-to-Market strategies for new products and deals.•Prepare quotations and proposals for sales (RFQ & RFP).•Facilitate sales completion and ensure prompt issuance of policy documents.•Build long-term relationships with bank staff to improve business.•Develop new markets and segments according to company sales strategy.•Analyze competitors' movements and create strategies to increase penetration. -
Junior OfficerHdfc Bank Aug 2017 - Dec 2018Kochi, Kerala, India•Responsible for new customer acquisition and driving revenue by maintaining relationship.•Manage customer bank accounts; open, close and oversee transactions.•Familiarity with banking software; CRM,Flexcube,Microsoft Office... Etc.•Resolve issues with banking services and accounts.•Reach out to potential customers to generate new business.•Knowledge of personal banking practices and regulations.•Customer-oriented approach to handling problems
Rajeev Nair Education Details
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Banking, Corporate, Finance, And Securities Law -
Business/Commerce, General -
Science
Frequently Asked Questions about Rajeev Nair
What company does Rajeev Nair work for?
Rajeev Nair works for Hdfc Bank
What is Rajeev Nair's role at the current company?
Rajeev Nair's current role is Manager - E3.
What schools did Rajeev Nair attend?
Rajeev Nair attended Bharathiar University, Savitribai Phule Pune University, Kendriya Vidyalaya.
Who are Rajeev Nair's colleagues?
Rajeev Nair's colleagues are Raj R. Kumar, Dinesh Dutt Sharma, Sudhir Singh, Garima Tripathi, Ashish Patole, Anil Singh Degann, Sandipkumar Patel.
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Rajeev Nair
Co-Founder & Head Of India Operations At Unnanu | Driving The Future Of Enterprise Ai Search| Pmcs ServicesBengaluru -
1gmail.com
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2hotmail.com, accenture.com
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