AeroLeads people directory · profile

Tushar Mehta Email & Phone Number

Sales Veteran Turned Life and Relationship Coach at Happinez Within
Location: Mountain View, California, United States 13 work roles 1 school
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Sales Veteran Turned Life and Relationship Coach
Location
Mountain View, California, United States
Company size

Who is Tushar Mehta? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Tushar Mehta is listed as Sales Veteran Turned Life and Relationship Coach at Happinez Within, a with 1314 employees, based in Mountain View, California, United States. AeroLeads shows a matched LinkedIn profile for Tushar Mehta.

Tushar Mehta previously worked as Client Services Associate at California Bank & Trust and Pro Sales Associate at The Home Depot. Tushar Mehta holds Bachelor Of Commerce, Business/Commerce, General from Sardar Patel University.

Company email context

Email format at Happinez Within

This section adds company-level context without repeating Tushar Mehta's masked contact details.

Happinez Within

Review company-level records connected to Tushar Mehta before choosing the right outreach path.

Profile bio

About Tushar Mehta

With over 30 years of sales and leadership experience in different industries and geographies, I am a customer service and sales expert who provides exceptional support to clients across various banking products and services at California Bank & Trust (CB&T). I have a proven track record of building and maintaining strong relationships, understanding customer needs, and delivering solutions that exceed expectations.I have a Bachelor of Commerce degree in Accounts and multiple certifications in Communication Skills, Essential Management Skills, and Marketing and Communications from reputable institutions. I leverage these skills to communicate effectively with clients and colleagues, manage multiple tasks and projects, and identify and capitalize on new business opportunities. My goal is to contribute to the growth and success of CB&T and its clients.

Listed skills include Sales Strategy, Insurance, Sales, Cross Selling, and 27 others.

Current workplace

Tushar Mehta's current company

Company context helps verify the profile and gives searchers a useful next step.

Happinez Within
Happinez Within
Sales Veteran Turned Life and Relationship Coach
San Mateo, CA, US
Employees
1314
AeroLeads page
13 roles

Tushar Mehta work experience

A career timeline built from the work history available for this profile.

Sales Veteran Turned Life And Relationship Coach

Happinez Within

San Mateo, Ca, Us

Pro Sales Associate

Atlanta,Usa

Locate customers in the aisles and on the racetrack; greet customers in a friendly manner and with a smile, ensuring to make eye contact with them. Ask customers questions about their projects to know what their needs are and what level of expertise is needed to assist them with their shopping. To perform cashier role by providing customers with fast, friendly, accurate and safe service. To process Checkout and/or Return transactions, as well as monitor and maintain the Self-Checkout area.

Feb 2022 - Jun 2022

Sales Manager

Indoam Universal Llc

United States

Expert sales manager adept at building a customer base to increase revenue and consistently exceed sales targets.Excellent communication skills with ability to build strong relationships and customer satisfaction.A thorough understanding of current market trends and competitors

Aug 2020 - Feb 2022

Director Sales

Vadodara, Gujarat, India

Hired, trained, and mentored a cross-functional team of 20 people spanning across 3 offices to exceed personal and departmental sales goalsManaged key clientele relationships and participated in closing strategic opportunities to generate business of $1.3 millionRedesigned complete sales department structure leading to increased annual sales by 20%Identified new business verticals to increase market penetration 120% and revenue by $1.2 millionEstablished performance budget for all sales divisions, analyzed results and provided feedback, appreciation, and incentives to executives continually to enhance gross profit.

Oct 2017 - Sep 2020

Business Development Specialist

Sanket India - Anand

Gujarat, India

Directed all aspects of Sanket India retail sales for 7+ stores, overseeing 6 districts, generating over $5 million in annual revenueLed growth of sales department from 175 to 300 employees and set up a competitive sales force by offering aggressive compensation and performance-driven sales incentivesRevived struggling stores from being on verge of closing to a turnaround success story with an increase in revenue by $400kAmalgamated entrepreneurial drive with business management skills to drive gains in revenue, market share and profit performanceConceived new commission infrastructure and systems to support success of sales profitability; translated to a 25% increase in key performance metrics while cutting labor expenses.

Sep 2016 - Sep 2017

Channel Manager (Distribution) Uae -Oman- Africa- Thailand

Dubai.Oman.Thailand.East Africa

Achieving monthly sales/ revenue and data generation targets.Developing new channel partners in U.A.E.Oman,Kenya and Thailand and managing team of existing DSAs for improved performance.Ensuring partner compliance to the polices of MHRIL.Generating regular productivity reports and maintaining MIS.Preparing budgets and achieving budgeted financial targets.Exploring new opportunities while continuing to develop the existing ones.Recruiting and selecting DSA manpower; training and leading channel sales force and sales representatives.Providing market information (competition, potential and market data).Defines the revenue / sales targets for the set of partners being handled.QOQ Productivity review and growth.Maintain MIS for channel market.Focus on horizontal and vertical growth (recruiting new DSAs, opening new marketing & developing existing).

Apr 2013 - Jun 2016

Sales Manager

Dubai, United Arab Emirates

Manage the overall insurance business in the designated area for all lines of business in scope.To develop and implement effective strategies to achieve the company objectives of Sales and market share with the proper product mix and focus on quality of businessTo train guide direct support and manage the team of designated IAs/ISs and new managers.Align with MetLife overall strategy and make sure to cascade the same within the team;To share best practices internally and with external partners;Closely develop and manage the sales team to achieve their targets through activity management and skills development;Work closely with the operations team to make sure the SLA parameters are executed;Understand and adhere to all Compliance requirements including but not limited to reporting of suspicious transactions screening requirements as applicable and the retention of Company records; plus provide timely support and unrestricted access to information as well as attend all training requests from Compliance.Recruitment of Financial Planning Consultants (Agent advisors) and ensure sales and product training to all new recruits, in addition to continuous development of staff and field force by supporting them with Joint field work by doing observation and demonstration.Conceptualize and implement sales plan and sales promotion through managers so that financial advisors get effective sales support for business generation.

Apr 2012 - Apr 2013

Branch Head

Vadodara Area, India

Handling team of 6 BDM and 40 Relationship Managers.Responsible for branch profitability.Responsible for Daily targets and for rolling company contest, promotion schemes.Responsible for driving Success Principles for Direct Office (SPDO) which includes:a. Monthly planning meetb. Daily activity Reviewc. Weekly Hot prospect Reviewd. Joint field work on hot prospecte. Weekly Closing (commitment vs. achievement)f. Weekly performance review and development plang. Training and developmentAchievements:Joined in a month of February, done ever highest business of branch in the month of March and got appreciation mail from national head for productivity of 1 lac per RM

Feb 2011 - Mar 2012

Branch Head

Mehsana

Got promotion as a senior branch sales manager within 15 months.Handling a team of 7 managers who turn handle the agent base of 15 each (105 LA).Recruit Sales Managers and Financial Planning Consultants (Agents) and ensure sales and product training to all new recruitsConceptualize and implement sales plan and sales promotion through managers so that financial agents get effective sales support for business generation.Responsible for MIS projection and various strategies to drive the target of the month.Responsible for rolling out company contest, promotion schemes and training programs for managers and ad visor on regular basesConducting daily morning drill with team and ensure daily numbers meet.Responsible for branch profitabilityWe rooted a seed in July-2009 as Mehsana Columbus Branch-Team Achieverswe started watering it with lots of CHALLENGES-Unflavored situations, but we have hoped to see a growing plant.I have accepted all the challenges, unconditional events, lots of ups and down, but we have an ambition to cultivate a tree.Started Journey in July 2009 till February 2011, our branch has achieved all successes with landmarks in the history of Mehsana branch and Columbus.In the month of September we have won CROSS COUNTRY CHALLENGE-IIn the month of October and November I have won BRIGHT STARS FIRE SALES CAMPAIGNI have won ARSM Trophies in the month of September-October and December (In West)In the year 2010 we have continued our success by winning ARSM trophies again Month on MonthWe have created history in the month of March 2010 with highest issuance of 105 NOP (Pan India)I have won trip to PATAYA in MAY 2010I have won SUPERSTARS (visited MACCAU)We have created TWO MDRT in the year of 2010 which is a history in WEST.

Jun 2009 - Feb 2011

Branch Sales Manager

Gujarat, India

Handling a team of 16 managers who in turn handle the advisor base of approx 12 each.Conceptualize and implement sales plan and sales promotion through managers so that financial advisors get effective sales support for business generation.Responsible for MIS projection and various strategies to drive the targets for the team.Responsible for rolling Company contest, promotion schemes and training programs for managers and advisors on a regular basis.

Apr 2008 - Mar 2009

Associate Partner

Max Newyork Life Ins Co Ltd

Vadodara, Gujarat, India

JOINED AS A SALES MANAGER (BARODA) IN SEPTEMBER 05 AND PROMOTED AS AN ASSOCIATE PARTNER (ANAND) IN FIFTEEN MONTHS.CONTROLLING AND MONITORING A TEAM OF 5 MANAGER SALES AND 86 AGENT ADVISORS.RECRUITING MANAGER SALES.MANAGING BROKERS (BUSINESS PARTNERS)APPOINTING NEW ADVISORS, DEVLOPMENT OF MANAGER SALES AND AGENT ADVISOR.COMPLETED MY YEARLY TARGET IN JUST 3 MONTHS TIME AS A MANAGER SALES.TOTAL 1.87 CRORE BUSINES GIVEN IN ONE YEAR TIME AS AN ASSOCIATE PARTNER.RECD RECRUITMENT AWARD, ACTIVISATION AWARD AND BEST SALES MANAGER AWARDStarted the concept of "MORNING MOTIVATINGS" which led to invigorating culture and healthy competition within the team.

Sep 2005 - Mar 2008

Senior Sales Executive

Dubai, United Arab Emirates

Was looking after Sales of branded Watches like Romanson,Orient,Paco Rabane etc.Was taking care of all seven emirates of UAE.

May 2000 - Aug 2005
Team & coworkers

Colleagues at Happinez Within

Other employees you can reach at calbanktrust.com. View company contacts for 1314 employees →

1 education record

Tushar Mehta education

FAQ

Frequently asked questions about Tushar Mehta

Quick answers generated from the profile data available on this page.

What company does Tushar Mehta work for?

Tushar Mehta works for Happinez Within.

What is Tushar Mehta's role at Happinez Within?

Tushar Mehta is listed as Sales Veteran Turned Life and Relationship Coach at Happinez Within.

Where is Tushar Mehta based?

Tushar Mehta is based in Mountain View, California, United States while working with Happinez Within.

What companies has Tushar Mehta worked for?

Tushar Mehta has worked for Happinez Within, California Bank & Trust, The Home Depot, Indoam Universal Llc, and Transpower Technologies Pvt. Ltd.

Who are Tushar Mehta's colleagues at Happinez Within?

Tushar Mehta's colleagues at Happinez Within include Patty Davis, Brandon Brisbois, Deedra Hardman, Jaebeen Hong, and Jr Y..

How can I contact Tushar Mehta?

You can use AeroLeads to view verified contact signals for Tushar Mehta at Happinez Within, including work email, phone, and LinkedIn data when available.

What schools did Tushar Mehta attend?

Tushar Mehta holds Bachelor Of Commerce, Business/Commerce, General from Sardar Patel University.

What skills is Tushar Mehta known for?

Tushar Mehta is listed with skills including Sales Strategy, Insurance, Sales, Cross Selling, Sales Operations, Productivity Improvement, Business Development, and Relationship Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Tushar Mehta you were looking for.

View similar profiles