Rashmi Kharade

• Managing one of the flagship branches of the leading private sector bank of India (HDFC) in an open architecture
• Developed and implemented a sales strategy that helped me outperform the given target by 130%
• Manage HNI client relationships, providing tailored investment solutions.
• Attend the client meetings alongwith PBG RM(Wealth Managers for HNI portfolio clients) and ensure quick issuance of high value cases sourced.
• Ensure timely collection of renewals and ensure the persistency targets are met.
• Ensure RBI and IRDAI regulatory requirements are met while the business is sourced.
• Educating the branch staff on ABSLI products and their benefits compared to other partners' products.

• Co-founded an event management company, planning events for family and corporate events
• Providing the best decorations and catering services.
• Conceptualize and execute customized event experiences.
• Lead generation, negotiation and closure
• Budgeting and logistics planning.
• Marketing and business development.
• Team leadership and collaboration.
• Budgeting and financial management.
• Appointing and managing event staff
• Managing an effective event marketing campaign and execution
• Vendor coordination.
• Successfully executed 50+ family events
• 95% client satisfaction rate
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Accomplishment:

Organizing Team Member, UGJIS Gems & Jewellery Exhibition 2019, Chinchwad, Pune:

• Managed VIP Experience for renowned HNI guests in jewellery industry
• Coordinated luxury hotel bookings, personalized logistics, and warm hospitality.
• Ensured exceptional guest experience, fostering valuable industry connections.
• High-end event management

• Lead generation, tracking and closure
• Attending walk-in customers and pitching them the appropriate product by analyzing their profiles
• Achieving sales target
• Ensuring timely issuance of the business sourced by the bank
• Achieving persistency targets by timely collecting renewals
• Providing assitance to existing clients regarding policy servicing and upselling
• Ensuring adherence of RBI and IRDAI regulatory guidelines
• Training the branch staff on the products of Max life insurance products.

• PALASH Healthcare Systems (PHS) is a specialized 'Healthcare Information Technology' organization offering various technologies
• Software services and solutions for healthcare providers
• Cold Calling and appointment setting (India and Malaysia)
• Lead generation and Management on Microsoft CRM
• Product demonstrations and Closure Meetings
• Partnership hunting for channel partnerships (Domestic and International)
• Sales Tracking for new, repeat and referral business
• Part of the customer advocacy Program and Customer Relationship Management
• Key and Premium accounts management
• Payment Follow-ups & Post-sales support till software deployment
• Hands on experience in lead management through Microsoft Dynamics CRM and Sugar CRM