Nisha Pillai

Financial services professional with 13+ years of experience across wealth management, banking, insurance, customer service and sales.

Joined Motilal Oswal Wealth

Management in January 2018 as an Executive and progressed to Mentor, Team Leader and now Senior Team Leader. Currently lead a 21-member team with 3 Mentors under my leadership. Experienced in client acquisition, account opening, trading, margin generation, cross-selling, revenue products, training, auditing and performance management. Strong people leader focused on team development, client relationships and business growth.

Senior Team Leader at Motilal Oswal Wealth Management (2018-01 – Present)

Joined as an Executive and progressed to Mentor, Team Leader and now Senior Team Leader through consistent performance and increasing responsibility. Currently lead a 21-member team with 3 Mentors under my leadership, with responsibility for business performance, productivity and people development.

• Drive client acquisition and account opening through structured follow-up and focused sales activity.
• Drive trading activity and margin generation by improving client engagement and business participation.
• Drive additional revenue through Insurance/IP business, Research 360, Teji Mandi, Brokerage Reduction products and other TP/revenue products.
• Train and mentor executives and Mentors on products, sales approach, client handling and daily business activities.
• Review team performance, identify gaps and provide coaching and feedback to improve productivity.
• Conduct call/process audits and quality checks to improve execution and process adherence.
• Set priorities, track activity and support team members in achieving business targets.
• Build long-term client relationships while balancing customer needs and business objectives.

Assistant Manager – Outbound Contact Centre at Kotak Mahindra Bank (2017-01 – 2017-12)

• Worked with existing account holders as an online Relationship Manager and handled customer service requirements.
• Resolved service-related queries, followed up on escalations and provided suitable solutions.
• Educated customers about new banking products and services.
• Handled PAN-India outbound calling, cross-selling and lead generation for relevant banking products.
• Worked toward daily, monthly and annual sales targets.

Customer Service Associate at SBI General Insurance (2015-01 – 2017-01)

• Handled customer calls and achieved assigned monthly, quarterly and annual sales targets by understanding customer needs and suggesting suitable solutions.
• Maintained customer relationships and coordinated with SBI Bank Branch Managers and Relationship Managers for retention.
• Prepared and submitted MIS reports by coordinating with internal stakeholders.
• Trained new joiners on organisational processes and supported them in achieving targets.
• Handled policy issuance and dispatch of policy documents and health cards.
• Conducted PAN-India outbound calls for health insurance renewals.
• Maintained adherence to SOPs, KPIs and SLA requirements.

Customer Care Executive at Vedanti Finserv Pvt. Ltd. (DHFL Company) (2013-05 – 2014-12)

• Handled inbound queries from existing and prospective DHFL customers and provided product and service support.
• Handled PAN-India queries related to home loans, mortgage loans, fixed deposits and property sales.
• Generated leads and proactively up-sold DHFL products.
• Followed up with interested leads and fixed customer appointments for documentation.
• Scrutinised lead documents and logged cases in the internal AMS system.
• Followed up with customers through sanction and disbursement.

Bachelor of Management Studies in BMS – M.D. Shah College, SNDT University (2013-03)

HSC – Nirmala College, Kandivali, Mumbai (2010-03)

SSC – J.B. Khot High School, Borivali, Maharashtra (2008-03)