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Puneet Anand Area Manager - Business Development (North & West Zone), iTrust
 
Puneet Anand's Profile
Puneet Anand
Area Manager - Business Development (North & West Zone), iTrust
iTrust
confidential
confidential
New Delhi / NCR, India
Toostep 
Professional summary
Puneet Anand's Experience
Current :

Area Manager - Business Development (North & West Zone), iTrust
Private Banking/Wealth Management
Previous :

Area Manager, - Corporate
India

Worked from 2009 to 2011

Brief summary :

Feb09 -till date Area Manager - Corporate Sales iTrust Financial Advisors iTrust Financial Advisors is a Pan India Financial Distribution Company, which provides Need Based Solutions to the Customers by providing all Wealth Management Products. Handling Tax Solution (Online Tax) Utility for Corporate Accounts for Form 16 Digitization and E-Filing Process. Key Tasks Developing and maintaining a customer database Generating and qualifying leads Sourcing and developing client referrals Preparing sales action plans and schedules Developing and maintaining sales and promotional materials Planning and conducting direct marketing activities Making sales calls to new and existing client Developing and making presentations of company products and services to current and potential clients Negotiating with clients Developing sales proposals Presenting sales contracts Maintaining sales activity records and reports Responding to sales inquiries and concerns by phone, electronically or in person Ensuring customer service satisfaction and good client relationships Following up on sales activity Quality checks on product and service delivery Monitoring and reporting on sales activities and follow up for management Conducting market research and surveys Participating in sales events Monitoring competitors, market conditions and product development Responsible for Volume and Profitability Targets To achieve the assigned volume and profitability targets. To ensure that Zone reaches its Profitability Targets. To build, Upgrade and Train Teams in the territory. To enhance the brand equity of the company by ensuring utmost service standards. Maintaining Customer Focus and Business Development To sustain, grow and develop Corporates client network across India. Ensure quality acquisition of clients and penetration in all segments. Establish and maintain high standard of Service / Sales quality Organizing various Seminars/ Meets or other activities in the Zone at least once in Week. To keep watch over the market and competitor activities. To resolve all queries and grievances at Zone level. Maintain the right product mix, maintaining relationships with the key channel partners. Operational and Administrative Role To ensure the smooth dealings with the clients. Ensure timely and accurate MIS reporting to the management. Upgrade, Motivate and lead the team. Provide backup support to the team by coordinating with other departments like OPS, Finance, CS, IT.

Previous :

Relationship Manager, ICICI Lombard General Insurance Company
Delhi

Worked from 2006 to 2009

Brief summary :

Apr06 -Jan09 Relationship Manager - Financial Institution Group Delhi ICICI Lombard General Insurance Company Responsible for Catering to the risk management needs of the banking and financial sector, expanding trade and improving business links in Banking Sector through team Sales Officers and providing them assistance in Claims and renewals. Key Tasks Providing prompt and efficient service to all Financial Sector Corporate customers and overseeing operations of FIG Department Providing prompt and efficient service to all Corporates (Private and Public Sector Financial Institutions) and Interacting with them on various requirements such as explanation of policy conditions, negotiation on claim settlements. Identifying new business opportunities and to develop new business tie-ups with existing and new Corporates Visiting Corporates regularly to build rapport and maintaining good relationship with key Authorities and keep up-to-date with development in Corporates business activities Reviewing Clients insurance arrangements and recommend/propose new policies or coverage that are suitable for their business operations under various verticals. Providing guidance and support to staff on underwriting issues through discussions and review of accounts Working closely with underwriting team for understanding Claim Ratios and subsequently for preparation of Quotes to various Corporates after reviewing their last year Coverage and Claims Experiences. To keep abreast of market developments to share knowledge with staff To plan and develop new business through referrals from existing customers To plan and develop new products for existing and new customers To Achieve Sales targets on general insurance products to corporate clients. Adopt a need-based selling approach for product position with customer. Ensure quality follow-up on leads for timely and customer focused Quotes understanding Clients Requirements. Acting as an Interlink between Clients and Claim Department to ensure all Claims are cleared within minimum TAT with proper and timely response. Maintaining relationship with key brokers to ensure business opportunities through them and working closely with them on common projects

Previous :

Manager, AOA Worldwide Export Import Company

Worked from 2003 to 2006

Brief summary :

Development and co-ordination with Customer Services for claim processing Interacting with customers on various requirements such as explanation of policy conditions, negotiation on claim settlements. Analysis based on various parameters and benchmark against industry/ new standards. Jun03 -Mar06 Manager -Marketing Global Group of Companies, handling AOA Worldwide Export Import Company (www.aoaworldwide.com) and Global Info Systems (ITeS, STPI Registered Unit) Responsible for expanding trade and improving business links in International Markets and Managing and Monitoring team of Marketing Personnel, setting up targets, implementation of new strategies. Key Tasks Providing general leadership and management of all departmental activities, including Benefits, incentives, and Staff Motivation Identifying and researching possible clients worldwide. Assessing potential supplies and distribution capabilities. New agreements and contracts on the table with companies and finalization of credit and other applicable terms and conditions. Monitoring Current Market Rates as these are subject to change with the LME (London Metal Exchange) prices. Managing smooth operations from Order till Delivery of Goods to buying Companies.

Previous :

Manager, Export Import Company
Mohali

Worked from 2001 to 2006

Brief summary :

Jan01 -Mar06 Manager -International Marketing Mohali Global Group of Companies, handling AOA Worldwide {Export Import Company) and Global Info Systems (ITeS, STPI Registered Unit, An 100% EOU) Responsible for expanding trade and improving business links in International Markets and Managing and Monitoring team of Marketing Personnel, setting up targets, implementation of new strategies. Key Tasks Providing general leadership and management of all departmental activities, including Benefits, incentives, and Staff Motivation Identifying and researching possible clients worldwide. Assessing potential supplies and distribution capabilities. New agreements and contracts on the table with companies and finalization of credit and other applicable terms and conditions. Monitoring Current Market Rates as these are subject to change with the LME (London Metal Exchange) prices. Managing smooth operations from Order till Delivery of Goods to buying Companies. Key Achievements Successful handling of Business Projects on International assignments to Georgia, Philippines, Hong-Kong. International Exposure: Georgia (CIS): Handled Operations as Zone Head Signing of Contracts with local suppliers Procurement of Raw Material such as Heavy Melting Scrap (HMS 1 and 2), Rellolable Scrap, Non-Ferrous Scrap etc after generating orders from different countries Arranging for Transportation of Material to different countries through various Shipping Lines after getting Excise and Customs clearance. Payments and Negotiations on the table with different parties such Buyers, Sellers, Service Providers etc. Responsible for managing international business, such as generation of orders, procurement of Material, logistics and account management for the Group. Philippines: Business visit for finalisation of Contract terms and singing a deal for Orders for Various Items like Ghee, Flour, Utensils, Pulses etc. Hong-Kong: Business visit for Development of Business Links, and understanding the scope of Opportunities in Electronic Segment in Hong-Kong

Previous :

Sr. Executive, - Corporate
Georgia

Worked from 2001 to 2003

Brief summary :

Key Achievements Successful handling of Business Projects on International assignments to Georgia, Philippines, Hong-Kong. Jun01-May03 Sr. Executive - Corporate Sales JET AIRWAYS (I) Ltd. Joined as an Sales Executive at Delhi and handled Sales Operations and within 1-year was promoted and transferred to Mumbai Airport as Sr. Executive-Corporate Sales Key Tasks Monitoring Sales Operations for JET AIRWAYS. Liaising with Key Accounts and Corporates on a day-to-day basis. Agreements and Contracts with companies and finalization of applicable terms and conditions Identifying and researching possible clients Handling a team of dealers to promote sales within region.

Previous :

Sr. Executive, - Corporate

Worked from 2001 to 2001

Brief summary :

Key Achievements Promotion from A2 grade to A1 Grade as a Sr. Executive - Corporate Sales within 1-year of joining. Jan01 - May 01 Corporate Executive- TOYOTA Coordinated Sales team and was required to handle Corporate business deals for TOYOTA MUV QUALIS Key Tasks Liasoning with major Corporates. Providing Financial Solutions for Purchase of Vehicle. Handling Key accounts and organizing Road Shows for them. Meeting Sales and finance targets.

Previous :

USHA FONE MOBILE SERVICES

Worked from 1999 to 2001

Brief summary :

Liasoning with Banks like ICICI, Kotak and Citi for approval of cases of Corporates and special schemes for few key accounts. Handling TDMS (Toyota Dealer Management System) and placing orders as per requirement. Jan 99 - Jan 01 USHA FONE MOBILE SERVICES (Part Time) Key Tasks Liasoning with major Corporates and prospective clients. Providing Solutions for Purchase of cellular Connections Handling Key accounts and organizing Road Shows for them. Meeting Sales targets. Key Achievements Best performance Award for Record sales in Western UP Region

Puneet Anand's Education

Indian Institute Of Management (IIM), Ahmedabad
MBA/PGDM
India
From 2005 to 2005
 
 
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