Deepak Soni

An energetic and enthusiastic sales executive, assisting customers for the past 8 years to find what they are looking for. My skills include assessing prospects, making most of the available options, and closing a profitable deal. Also take on follow-up roles as and when required.

Sr Sales Executive - Innovsource Services Private Limited IDBI BANK

(2015-06 - 2016-06)

• Sourced business from open market, driving new customer acquisition
• Delivered strong performance in account opening and customer onboarding
• Built early foundation in sales, negotiation, and customer handling

Relationship Officer - Axis Securities Ltd.

(2016-08 - 2019-03)

• Generated revenue through demat account sourcing and MTF sales
• Increased AUM through mutual fund and investment product sales
• Built strong investor relationships and provided advisory support
• Consistently delivered high sales performance in competitive market

Business Development Manager - IndusInd Bank

(2020-01 - 2021-12)

• Drove branch sales including CASA, TD, and third-party products
• Handled service desk operations ensuring seamless customer experience
• Contributed to business growth through cross-selling and client engagement
• Recognized for high performance in liabilities and third-party sales

Customer Care Representative - Ujjivan Small Finance Bank

(2022-01 - 2022-07)

• Delivered end-to-end customer service and resolved branchlevel queries
• Supported business generation through CASA and third-party product sourcing
• Improved customer satisfaction through quick resolution and service quality

Relationship Officer - Unity Small Finance Bank

(2022-12 - 2025-01)

• Managed customer portfolio and drove CASA, TD, and third-party product sales
• Increased branch business through cross-selling (LI, GI, Demat products)
• Built strong client relationships, improving retention and repeat business
• Consistently achieved sales targets and contributed to branch growth

Business Development Manager - Indusind Nippon Life Insurance - Thane

(2025-07)

• Driving ARDM onboarding success through structured 120-day coaching model
• Improved ARDM productivity via daily governance calls and performance tracking
• Enabled strong recruitment pipelines by guiding natural market prospecting
• Boosted business output through sales training, objection handling, and field strategies
• Achieved Highest WRP (Feb 2026) and recognized as top performer
• Strengthened funnel hygiene and conversion ratios through disciplined follow-ups

Bachelor of Arts (BA) - Yashwantrao Chavan Maharashtra Open University (2019)

Preparatory Examination - Yashwantrao Chavan Maharashtra Open University (2016)

SS.C - Maharashtra State Board (2012)